But I think what is really transpiring within some of these spaces, people are trying to say, for example, some sectors in railways or some defence companies are now trying to price in possibly 2040s and the returns therein.
Posts in category Economic Times
KRN Heat Exchanger IPO: GMP soars over 100% ahead of issue opening tomorrow (24-09-2024)
KRN Heat Exchanger IPO GMP Today: KRN Heat Exchanger IPO opens for subscription on September 25. The issue has a GMP of Rs 240, indicating a 110% premium. The IPO price band is Rs 220. The allotment of the issue is divided among QIBs (50%), retail investors (35%), and non-institutional investors (15%).
4 sectors Jigar Mistry is bullish on for next few months (24-09-2024)
So, clearly you are seeing sectors like say real estate, utilities and industrials where the sectoral growth has been faster than the earnings growth, so index has moved up way ahead of earnings estimates.
Beyond Bitcoin: The emerging sectors shaping the future of crypto (24-09-2024)
Jafer emphasized the growing importance of Layer 2 solutions, particularly in enhancing transaction speeds and reducing costs. These technologies are vital for scaling blockchains, enabling them to handle a higher volume of transactions without sacrificing security. Projects like Optimism and Arbitrum are leading the charge, allowing Ethereum to scale efficiently, making it more attractive for developers and users alike.
India’s first AI unicorn Fractal said to weigh $500 million IPO (24-09-2024)
Fractal Analytics, India’s first AI unicorn, is planning an IPO in Mumbai to raise $500 million, aiming for a valuation of at least $3.5 billion. The company, co-founded by IIM Ahmedabad graduates, has over 4,500 employees and notable clients like Google and Unilever.
Worried about over-valued market? Hunt for stocks in these 4 sectors (24-09-2024)
Mid-sized private banks are currently an appealing prospect for value investors in the banking sector. These banks are showing significant growth in their lending activities, with many witnessing a 15% to 20% annual increase in loan books, while some even exceed 20%. This robust growth indicates a strong demand for credit.
European shares jump on China stimulus; luxury stocks shine (24-09-2024)
China’s top financial regulators unveiled their biggest stimulus since the pandemic, saying they would cut bank reserves by 50 basis points while reducing mortgage rates.
Sebi investigates 6 investment banks over handling of SME IPOs: Report (24-09-2024)
SEBI is investigating six domestic investment banks for charging high fees on IPOs by small businesses. The fees, as high as 15%, are much higher than the standard 1-3%. SEBI is also looking to curb coordinated activities between banks and investors to ensure fair practices in the booming IPO market.
Slower deposit growth pushing banks to raise funds from bonds: Icra report (24-09-2024)
Banks are expected to raise up to Rs 1.3 lakh crore from bond issuances in FY25 due to slower deposit growth and higher credit demand, according to a report by Icra. Public sector banks will dominate the market, driven by an appetite for infrastructure bonds amidst tight liquidity conditions.
Why Maneesh Dangi is cautious on equities, bullish on bonds, and neutral on gold (24-09-2024)
Maneesh Dangi, Founder of Macro Mosaic, discusses different investment strategies and the market outlook. He emphasizes caution in equities, bullishness on bonds, and neutrality on gold. Dangi highlights the importance of balance sheets for bond investors and predicts potential rate cuts in India and the US due to economic slowdowns.