The stark contrast between Arvind’s and Meera’s experiences shows how technology has revolutionised investing in India in general, and mutual funds in particular.

Just as nature follows a rhythm, so do the financial markets.

Over the last five years, both groups have demonstrated significant gains in market capitalisation and shareholder participation.

The Indian equity market has witnessed a sharp turn of performance.

Trade tariffs are government-imposed taxes on imported goods, making them costlier to encourage domestic production and protect local industries.

The Indian equity market, once celebrated for its resilience in turbulent times, has faced an exceptionally challenging phase over the past five months starting October 2024.

The Indian markets have experienced a challenging phase in recent months, weighed down by sluggish economic growth and weak quarterly earnings that have failed to justify elevated equity valuations, even after a major correction.

Reliance Industries has long been a dominant force in the Indian stock market, renowned for delivering robust returns to its shareholders.

The Indian rupee has been on a consistent decline against the U.S. dollar since Donald Trump won the U.S. presidential election.

The Indian markets have faced a challenging phase since October 2024, with the Nifty 50 breaking a 23-year record by marking its fourth consecutive month of decline.

The Indian stock market has been witnessing significant turmoil in recent months, leaving investors scrambling to adjust their strategies.

Real Estate Investment Trusts (REITs) have stood out, generating gains even as broader indices, including the Nifty and Nifty Realty index, posted negative returns.

The Indian markets touched record highs in September 2024, and as investors celebrated, they had no idea what was coming next.

Imagine, after conducting thorough research, you are confident that a particular stock will rise.

In this special report, Manoj Reddy Sama provides a detailed examination of the key segments within commercial real estate

In this issue, we begin exploring put spread strategies, following our deep dive into call spreads in the last four issues.

In this special edition, we aim to celebrate the transformative power of India's B Schools.

The Nifty India Consumption index represents a diversified portfolio of companies from the domestic consumption sectors such as consumer durables, fast-moving consumer goods (FMCG), healthcare, automotive, telecom services, pharmaceuticals, hotels, media and entertainment, etc.

In this issue, we explore the Call Ratio Spread strategy in its Net Debit variant, a versatile approach for traders expecting moderate bullish market movement. Unlike the Net Credit variant, the Net Debit version requires an upfront investment but offers a more aggressive profit potential. Let’s dive into how our assumed trader Sarvani Shah employs the Call Ratio Spread (Sell More) to align with her current market expectations 

Understanding Sector Rotation Sector rotation refers to the cyclical performance of different sectors of the market

All eyes are on the upcoming Union Budget 2025, with opinions sharply divided.

Bonus shares and dividends are key tools through which companies reward their shareholders, reflecting profitability and a commitment to sharing financial success.

The article considers several case-studies and does an overall analysis to conclude how certain factors have contributed to the fall of the ones who were at the top

In this issue, we delve into the Call Ratio Spread strategy, focusing on the Net Credit variant where more options are sold than purchased.

Investors who placed their bets on solar stocks in the last few years have witnessed extraordinary wealth creation, fuelled by global trends, policy changes, advancements in technology, and the Indian government’s robust support for the sector, particularly given the challenges and environmental disadvantages associated with fossil fuels.

To determine which side of the argument holds more merit, we examined BSE 500 stocks that hit their 52-week low during the period between December 1, 2023 and September 6, 2024.

The Indian IT sector remains a cornerstone of economic growth and innovation.

As the curtains fall on 2024, it is time to reflect on a year that tested the patience and resilience of investors.

In this issue, we revisit the Call Ratio Back Spread strategy, focusing on its net credit variant.

Investing in turnaround companies can yield substantial returns, but it demands in-depth sectoral knowledge

In the realm of options trading, the Call Ratio Back Spread strategy emerges as a powerful tool for traders with a bullish outlook and expectations of high volatility.

Presented herewith is the vital financial data of the top 1,000 companies by market capitalisation. This is in response to requests from our valued reader-investors for financial data and keeping our promise, we have laid out the relevant data that covers 24 sectors in an easily readable format. 

As the global scenario changes every now and then with persistent geopolitical conflicts and inflation worries, investors may be feeling short-changed at the current moment on account of the dips in the equity markets.

The month of October witnessed a massive sell-off by foreign portfolio investors, amounting to ₹114,445.89 crore in the cash market — the highest ever in a single month.

In the previous issue, we explored the Long Synthetic Future strategy,

The return of Donald Trump to head the U.S. administration will definitely mean a change in the existing policies that are likely to impact not only the global trade scenario and the value of the U.S. dollar but also a restructuring of various sectors in India that are dependent on trade links with the U.S.

Industry experts have pointed out that the impressive gains in the SME segment often lack fundamental backing.

Even though there is no negating the fact that banking stocks have dipped due to the underperformance of the sector, they showed signs of a comeback in October, momentarily reversing their underperformance. From the start of October, the banking index has outpaced both the broader and frontline indices. The article takes a closer look at how the banking sector may perform in the coming months and whether investors should continue to place their faith in banks 

Even as the Indian markets grappled with sustained selling pressure from foreign institutional investors (FIIs) for various reasons, Donald Trump’s presidential election victory in the US intensified market volatility

In this issue, we follow Sarvani Shah as she continues to expand her trading knowledge.

As we look back from Diwali 2023 to Diwali 2024, the Indian equity market has had a stellar run, barring the past one month. Nifty has surged over 26 per cent during this period, marking it as one of the most exciting years for investors.

Over the last five years, the Nifty 50 index has delivered significantly higher returns compared to the Bank Nifty.

Sarvani Shah, having previously navigated both bullish and bearish markets, is now looking for another way to protect herself from further declines in the Nifty index.

These days, it has become a common experience for domestic investors to open their equity portfolios only to find most of their holdings in the red.

The capital goods sector has been a favourite of investors because of its strong growth potential, critical role in infrastructure development and the rising demand driven by government initiatives and industrial expansion.

The Indian equity market has recently been caught in a downward spiral.

As inflation stabilises, central banks worldwide are initiating rate cuts to support sustained economic growth. 

In this issue, Sarvani Shah faces a new challenge: the market’s recent bearish moves have forced her to rethink her once bullish stance.

On the final trading day of September 2024, Chinese stocks saw their biggest single-day surge in 16 years, with domestic A-shares hitting record-high turnover.

In April 2024, the Indian derivatives market found itself at the heart of an international storm when a court case between two U.S. financial giants unexpectedly shed light on a billion-dollar secret.

On an average, firms issuing bonus shares tend to see an uptick in their stock prices

Despite the ongoing talks of a potential recession or a long-overdue market correction, developments such as renowned investor Warren Buffett decision to go on a sell off spree and amass a large cash reserve following the sale of shares in companies like Apple and Bank of America, have sparked speculation about an impending market downturn.

The Bull Put Spread is a well-known options trading strategy used by traders with a moderately bullish outlook on the market.

As we navigate through the ebb and flow of the global financial markets, our equity market has demonstrated a strong resilience. While August began with a mini-meltdown in global equities—a tremor felt across many of the world's leading stock indices including India—recovery was swift for most, though not for all.

With the Reserve Bank of India expected to cut repo rates in October, December or Q4

The Bull Call Spread strategy is designed for traders who are moderately bullish on the market. It involves buying an in-the-money

As investors who took a contrarian approach reap rewards, Mandar Wagh uncovers the key drivers behind the industry's remarkable comeback and the challenges that still remain

The rally was fuelled by optimistic comments from the US Federal Reserve about potential interest rate cuts, a decline in the dollar index and bond yields, and continuity in the political establishment paving the way for predictability of reforms.

On an average, the mid-cap stocks have generated a mean return of 48.56 per cent

A favourable interest rate environment is positive for these new-age companies.

The Short Strangle strategy involves selling one out-of-the-money (OTM) call option and one OTM put option

Against the backdrop of global market volatility and mounting economic uncertainties, the oil and gas industry continues to capture headlines. As oil prices bounce from eight-month lows and geopolitical tensions stir the pot, understanding the intricate dynamics of this critical industry becomes ever more crucial.

Defensive stocks, often referred to as non-cyclical stocks, belong to industries that offer products and services essential to daily life, thus being less sensitive to economic cycles.

As against the Long Straddle strategy, how does the Long Strangle strategy work?

This technique, which involves buying low and selling high by perfectly predicting market peaks and troughs, is often hailed as the ultimate strategy

You are probably familiar with the lead actors in the recent budget

The most notable event recently was the Union Budget 2024.

In the last issue, we delved into the intricacies of a unidirectional strategy known as the ‘long straddle

The hike in Long-Term Capital Gains Tax and the removal of indexation benefits from property, hybrid mutual funds and gold have raised worries about higher tax burdens for investors. Yet, the market current trajectory suggests an underlying confidence and resilience that is baffling many analysts. This article explains the reason for such divergence between market performance and the expected negative impact of the budget’s tax changes

According to the Securities Exchange Board of India (SEBI), about 90 per cent of futures and options (F&O) traders lose money, meaning only 10 per cent are successful.

Finance Minister Nirmala Sitharaman tabled the Union Budget 2024 on Tuesday, July 23 for the 7th time.

Although the Indian equity valuations remain relatively high, experts believe this alone is unlikely to derail the bull market, provided they are supported by robust growth prospects in a global environment of subdued growth.

The potential election of Donald Trump as president in the U.S. carries significant implications for the Indian equity market.

Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles,

Bond, James Bond has to be without a doubt the most iconic and popular dialogue in the history of world cinema. Nonetheless, in the world of finance, it not about Agent 007 with the license to but rather the financial instrument, the bond. Vaishnavi Chauhan explains how the recent news about bonds will impact the turns of the future market scenario 

Artificial intelligence (AI) might sound like a new concept, but its actually quite old. Scientists and mathematicians in the U.S. have been exploring various AI concepts and theories since the 1940s.

Dr. Ruzbeh Bodhanwala and Dr. Shernaz Bodhanwala, faculty at FLAME University, Pune, undertake an analysis and suggest that if the valuations are overstretched in small-cap stocks,

In tune with the adage that the early bird gets the worm, investors would do well to identify those themes or sectors that are poised for tremendous growth in the coming days. If, as this report indicates, there is a clear shift towards electrical vehicles or digital technologies, then those are the kinds of sectors you should pay closer attention to. The stocks of these companies would definitely shoot up and give investors long-term benefits 

Amidst a scorching June heat wave that has impacted automotive sales, automotive and ancillary stocks are soaring to new heights, bolstered by strong performances from the companies.

Are you regretting your decision to exit on an IPO  listing day with only small profits while it went on to perform exceptionally well? This is a common dilemma for many investors, stemming from uncertainty about whether to hold on to their IPO shares or rake in early gains. Mandar Wagh discusses the fundamental factors crucial for an IPO  long-term success that investors should consider to achieve better profits

Presented herewith is the vital financial data of the top 1,000 companies by market capitalisation. This is in response to requests from our valued reader-investors for financial data and keeping our promise, we have laid out the relevant data that covers 24 sectors in an easily readable format. 

Amidst a sea of red in the majority of investors portfolios following the election results, healthcare and pharmaceutical stocks stood out with remarkable resilience, providing a sense of relief to those who had retained faith in them

Imagine an investor who was off exploring another planet during the first week of June, missing the exit poll of India general election and its market reaction.

Our analysis of the performance of small-cap stocks indicates that while the broader markets are expected to rise, caution is advised regarding extreme valuations. Therefore, it is recommended to choose quality small-cap stocks based on thorough fundamental and technical research. The article highlights the reasons for doing so 

While major global indices have been on a tear in 2024, scaling new peaks, India's frontline indices have presented a more muted performance.

Valuation premium is like the extra amount a buyer is willing to pay for a company or asset beyond its basic value. This happens when the buyer believes the company is worth more than its current price. Vaishnavi Chauhan takes a closer look at this parameter as applicable to various sectors 

The power sector has been one of the topperforming sectors in the Indian stock market, outpacing the broader market indices by a significant margin in recent years.

The other day, I found myself chatting with my nephew, and somehow our conversation veered to a topic related to the mid-19th century.

As investors eagerly await the outcome of the ongoing Lok Sabha elections, hoping for a decisive political mandate, the equity markets are witnessing heightened volatility, along with optimism driven by quarterly financial results and expectations of a post-election result rally. Mandar Wagh analyses company performances sector-wise to offer deeper insights into the future outlooks of various sectors, considering growth triggers and risk factors. 

Historically, the portfolio of companies that have paid higher dividend yield has performed better than the broader market equity indices. And this becomes evident from the fact that the calendar year return of these indices shows that out of 15 years of study, in 7 years, Nifty Dividend Opportunities 50 has outperformed Nifty 500. The article examines the phenomenon while also listing the five best dividend-yielding stocks

After a phase of lacklustre performance under dark grey clouds, Indian public sector enterprises are now enjoying prime space in the sunshine, turning out to be smart bets in the Indian market. 

The dynamic Indian market demands adaptability, with multinational companies outsourcing to comply with regulatory policies. Indian firms are also shifting towards asset-light models, focusing on core competencies.

With the Lok Sabha elections drawing near, the market will now be closely monitoring the unfolding developments. The current government is sure of securing a majority, and if this goal isn’t met, experts foresee a potential market correction.

As investors traverse through evolving market landscapes, staying informed about industry dynamics and emerging trends will be crucial for making informed investment decisions. Overall, India's economic journey continues to inspire confidence and optimism as it charts a path towards sustainable growth and prosperity.

As the world grapples with the challenges of climate change, the spotlight turns towards renewable energy stocks and their pivotal role in shaping a cleaner, greener future. Kamal Mansuriya analyses the transformative potential of renewable resources, driving both environmental stewardship and economic growth.