What would be of real significance is that both the Dollar and the Rupee and Gold would also post new highs by a significant margin from the current levels over the next year, Rajat Bose of rajatkbose.com tells Moneycontrol's Sandip Das in an interview. Q. Benchmark indices gained more than 9 percent since last Diwali, do you think markets can scale new highs by next Diwali?A. While the possibility of a new high for the benchmark indices is always there, keeping in mind their composition and how they are managed, you can count on the Nifty and the Sensex posting new highs over the next year.Close Consider this fact: Nestle India at end of Q2FY19 has promoters holding 62.8 percent, foreign portfolio investors (FPI) holding 12.6 percent, and institutions holding 21.2 percent. Altogether the tally is 96.6 percent, thus the quantity available for the trading and/or public holding is minuscule.Rajat BoseExpert|rajatkbose.com Low effective corporate tax rate … [Read more...] about Looking for ideas with strong fundamentals; these top 5 stocks can return 40-50% by Diwali 2020
Yield definition stock
Amid talk of a slowdown in the consumer segment and a poor showing by most FMCG players in 2019, Dabur has managed to log decent gains.The stock had outperformed benchmark Sensex in three out of five calendar years, including 2019 so far, data from Ace Equity shows.Close Some of Dabur's FMCG peers such as Emami, Godrej Consumer Products and Britannia have lost 25 percent, 21 percent and 14 percent, respectively, of their market value in the calendar year 2019 so far. related news Green shoots in the telecom sector? Sensex hits a new high, 4 factors that could be fuelling optimism Brokerages bullish on ICICI Bank, see 20% further upside despite rallying 44% in last 9 months What helped Dabur endure the slowdown headwind?Brokerage Centrum Broking said in a recent report that the company's management was of the view that its power brand strategy yielded good results and helped it achieve revenue momentum supported by 11 percent volume growth in FY19 and 9.6 … [Read more...] about This stock has outperformed Sensex in 3 out of 5 calendar years. Is it still a strong story?
Telecom stocks came under pressure on November 14 after the Department of Telecom (DoT) had issued notice to telecom operators to pay their revenue share dues within three months as directed by the Supreme Court, according to an industry source.The DoT has given option to telecom operators to clear all the dues on self-assessment basis.Bharti Airtel share prices were down over 3 percent intraday on November 14 and was the top Sensex loser while Bharti Infratel tanked close to 8 percent following the notice.Close Vodafone Idea share prices plunged over 16 percent following the news while the company had been in news around the buzz that the company might exit India operations. related news Yes Bank share price reverses early losses on NPA divergence, up 3% Kalpataru Power sells subsidiary, share price rises 6% Shree Cements share price rises 4% after fixing floor price for QIP The apex court upheld the definition of Adjusted Gross Revenue (AGR) calculation as … [Read more...] about Bharti Airtel, Vodafone Idea share prices fall 3-15%; telecom stocks tumble after DoT asks telcos to clear AGR dues
Mutual fund schemes witnessed a steady inflow in August even as the broader market sentiment remained sombre amid concerns over the macro-environment and earnings revival.Total assets under management (AUM) of the mutual fund industry increased by 3.8 percent month-on-month (MoM) to Rs25,50,000 crore, mainly led by inflows in liquid and equity-oriented schemes.Inflows in equity schemes, including ELSS and arbitrage, went up from Rs 14,000 crore in July to Rs 15,100 crore in August, the highest since February 2018, led by a decline in redemptions (down 26 percent MoM at Rs 12,000 crore), even as gross sales were down 10 percent MoM to Rs 27,100 crore, said a recent report from Motilal Oswal FinancialServices.Close Highest net buying on MoM basis was witnessed in Eicher Motors, followed by Yes Bank, Adani Ports, UltraTech Cement and Reliance Industries, in that order. related news Brokerages bullish on ICICI Bank, see 20% further upside despite rallying 44% in last 9 months … [Read more...] about Top 17 Nifty stocks in which MF schemes have over 2% exposure; should you buy?
Many investors fail to worry about return of capital instead of return on capital. When Maruti Suzuki came out with its campaign – ‘Kitna Deti Hai?’ it tapped the nerve of an Indian mind-set. Return on capital is the buzzword that rules the world of investments. Many end up chasing returns at the cost of capital. Here are five factors that would help you to reduce the chance of loss of capital.Temporary loss of capital and permanent loss of capitalBefore we get into the details of how to ensure return of capital, let us understand risk. Warren Buffett has captured the essence of investments with two rules: First, do not lose money and second do not forget the first rule.In traded markets, the prices of stocks, bonds and mutual funds fluctuate almost every second. You buy a stock say at Rs 100 and the next moment the tick shows a value less than that. Volatility-led losses or marked to market losses in the short-term should … [Read more...] about Why return of capital is more important than return on capital