GOLD TRADING TIPS
Good in moderation: 5 stocks from the ‘sin sector’, with a different investing perspective & upside potential of up to 36%
We are in the midst of the festive season, the season of good cheer that will run up to the New Year. It is also a season, shall we say, of good “cheers”! Yes, this is a good time of the year for the so-called “sin sector”, especially liquor companies. There are, however, good reasons to look at these companies beyond the seasonal cheer. This is a sector where growth never seems to lag. Yet, as investors, you need to be well aware that there are many problems these companies face, some of them very specific to the sector. Read on to find out.
ET Prime Series: Q2 earnings estimate special Part 2 – Will banks deliver a surprise?
The earnings season is an important time in the yearly market calendar. If you are a trader, it is an opportunity to exploit the up/down movement of stock prices. As an investor, it helps you figure out whether managements are delivering on promises. It is also a volatile period – and with a good reason. There is something which causes the volatility. What is that something? Which stocks are going to be up or down earnings announcement day? The answers depend on many factors. While many of them cannot be tracked, some can be. Prices are not reacting to the absolute numbers delivered; they are reacting to the surprise relative to what was priced in.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 24% in 1 year
As the market turns more bullish, it is important to follow a standard operating procedure: Look at how the company has performed in the Q2 earnings season. More importantly, look at the management commentary and compare it with what was said in Q1. If they are again giving excuses for not delivering, it is probably time to move out. If they are not delivering but are transparent about why they have not been able to deliver, it may be worth waiting. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Gold prices hit record high of Rs 1,27,500/10g, silver rallies amid US-China trade conflicts. Should you buy?
Gold prices surged to a record Rs 1,27,500 per 10 grams on the MCX, supported by safe-haven demand amid geopolitical tensions and expectations of U.S. interest rate cuts. Silver also rose strongly. Analysts expect continued volatility, with gold and silver trading within defined support and resistance ranges this week.
These 8 banking stocks can give more than 21% returns in 1 year, according to analysts
In the last two trading sessions, banking stocks have witnessed slightly higher volatility. But don’t assume that volatility is always a bad word. Some banks will report their numbers soon, and given that interest rates are headed south, there might be some pressure on margins, which should not be a surprise. Sometimes, volatility is an opportunity if things are improving structurally. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
As Nifty & Sensex recover, these large-caps have ‘strong buy’, ‘buy’ recos, with an upside potential of more than 28%
There’s this old saying in the stock market: Even when the bulls are in control, you can never write off the bears. They have and will make an appearance at regular intervals, sometimes in the form of volatile corrections (whatever be the reason, domestic or global). At this point, the bias is toward the bulls. And this bias may become more pronounced over a period of time. One caveat, though: There should not be trouble in the global market because of the China-US tariff tussle. As an investor, it is important to track the fundamental development in sectors and stay with fundamentally good stocks.
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For investors looking to invest beyond one 1 year: 5 largecaps from different sectors with an upside potential of up to 38%
As the bulls make a return to the street, it is time to be bullish, selective and cautious. Bullish, because macro reforms undertaken by policy makers have a higher probability of pushing growth. Selective, because one should always be selective on the street. And cautious, because valuations are still high. If you are looking to increase exposure in the stock market , then it would be better to stay with companies where the overall market size of the business is big and the management has a proven track record.
These 8 banking stocks can give more than 20% returns in 1 year, according to analysts
It is after quite some time that banks have come out with quarterly business updates that are upbeat both about the quarter gone by and the current quarter. Given that banks are the providers of credit for rising consumption, a part of their business will witness a recovery as consumption demand picks up. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
For those with ability to think & invest beyond 2 years: 9 mid-caps from different sectors with upside potential of more than 23%
As tailwinds of reforms bring in a better operating environment for the bulls, it is probably time to look at the mid-cap segment with a more bullish bias. Yes, they may appear to be more risky, but the risk of investing in mid-cap stocks can be reduced. The thing you need to do to reduce risk is to use a combination of both quantitative and qualitative criteria to assess stocks.
Paul Tudor Jones warns market echoes dot-com bubble, what investors need to know
US stock market is showing warning signs. Hedge fund legend Paul Tudor Jones says it echoes the dot-com bubble. He warns investors to prepare for volatility. Jones noted today’s market has high liquidity and heavy speculation. Valuations are rising fast. They are not yet at dot-com extremes, but risk is growing.
As Nifty & Sensex recover, these large-caps have ‘strong buy’, ‘buy’ recos, with an upside potential of more than 26%
We are in a market where, as an investor, either be very agile or be extremely passive. And if you are passive, stick to ETFs. But being agile comes with its own risks (and rewards, of course). As the market continues to move upward, we are probably going to see a phase where the momentum itself becomes fuel for fresh money to flow in. Today, we take a look at stocks that are not only large-cap stocks but are large businesses and strong brands – or have something else that makes them stand out. The focus is also on managing the relationship between upside potential and drawdowns.
Can Bitcoin become alternative money? Ray Dalio gives 2 reason why it may not
Billionaire Ray Dalio expressed skepticism over Bitcoin as a reserve currency, citing lack of privacy and potential government controls. He holds a small portion personally, while BTC surges amid macroeconomic uncertainty. While the founder of Bridgewater Associates himself holds BTC, his personal approach is to have some in my portfolio, but not much.
From a long-term perspective: This ratio increases the probability of being right in the quest for wealth creation
There is something about the simplicity of the PE ratio that attracts investors to it. It is straightforward to understand: If the PE is high, it means the stock is over-valued. So, low PE stocks are the ones to target. However, following the PE formula has its pitfalls. In many cases, it may lead to lost opportunities in terms of wealth creation. It is also flawed when it comes to valuing stocks in certain sectors. What, then, is the alternative?
Stock picks of the week: 6 stocks with consistent score improvement and return potential of up to 37% in 1 year
It was after a long time that, on Friday, we saw the Nifty and Sensex make a recovery from the day’s lows – with the market breath also largely fine. This may appear to be a small thing to many, but what the RBI did on Wednesday was, more than anything else, an indication of its confidence in the rupee and the Indian banking system. And, in the world of finance, it is the central bank that should have the most faith in a country’s currency. That is precisely what the RBI’s policy initiatives underlined on Wednesday.
Consumption stocks: Time to be bullish yet selective; 12 stocks from 4 sectors with upside potential of up to 31%
Consumption is currently a buzzword on the street. But if you think it is only because of the recent GST rate rationalisation, think again. It began with Budget 2025, when personal income tax rates were rejigged to give more money in the hands of consumers. Now, before you start acting on the latest street favourite, be sure to make a distinction between different kinds of consumption. Buying a refrigerator, booking a flight ticket, ordering food on Zomato or Swiggy… all of it is consumption. But all three are driven by very different macro and micro needs.
Wealth creators from the past: Time to look at them again without bias? 5 large-caps, 4 with upside potential of up to 21%
However strong it may be, the fact is that every sector/company goes through a phase where it faces headwinds. And during such phases, the stocks tend to underperform even in a bull market. But companies with strong managements and some moat soon overcome challenges. Why? Because for a good business with able management, every headwind has a shelf life. Yes, investing in such stocks carry a slightly higher risk, and the capital invested in them may underperform. But once the valuation and business readjustment is over, the returns can be higher. So, these stocks are for investors who have the ability to take a logical risk with a defined capital exposed to them.
These 7 banking stocks can give more than 27% returns in 1 year, according to analysts
One sector where actual performance has been better than what was expected has been banking. Look at the NPA trend. From private banks to PSUs, practically every bank continues to improve its NPA situation. Yes, there are exceptions among small finance banks, but large parts of the retail and wholesale banking space are better placed than they were a year back. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
For investors who can ignore volatility for next 1 year: 5 mid-caps from different sectors with upside potential of over 22%
We live in uncertain times. The Nifty and Sensex are behaving like yo-yos, up one day and down the next. In such times, it is perhaps good to hit the pause button and take a hard look at your portfolio, especially if it has greater exposure to mid-cap stocks. Why do we say this? Well, because history teaches us that it is not necessarily the same sectors and stocks which did well in the past that will do well in the next leg of the rally. Even if you do venture into the market, do so with caution and discernment. Be selective in terms of the stock you are buying – especially if you are looking at the mid-cap space.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
If you are among those who wonder if the Nifty and Sensex have formed a bottom, remember this: There is no foolproof way of reading the situation. We can only look at how things have worked out in the past and make an informed guess. But why get into the business of guessing at all? Given that markets can be volatile for multiple reasons, it is better to focus on select stocks. Especially if you are putting in fresh money into the market. Also, the Q2 earnings season will start soon. It will probably be worthwhile to take that into consideration before making any decision.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 19% in 1 year
After a correction, the indices are witnessing a bounce-back, the only worry is that market breadth is not showing the kind of strength it should have. One reason could be that the expiry of the September series is on Tuesday. And, as in previous weeks, the expiry of contracts usually leads to volatility and uncertainty. This time, too, volatility is in evidence. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
BSE, CDSL & other capital market-related stocks: Buy, sell, or hold? The answer lies in just one data point
Remember the Surf Excel advertisement with the tagline “Daag achhe hain”? Similarly, there are times in the stock market when a decline – or what is commonly called a “correction” – may be described as “achhe hain”. These short-term setbacks caused by narratives and headwinds do create an opportunity for investors looking to pick up businesses with long and strong growth paths for the long term. However, given that stock prices have moved up and the valuations are no longer cheap, some amount of scepticism and fear is justified. And the antidote for scepticism and fear are facts and trends.
For investor with a 2-3 year perspective: 5 stocks from 3 sectors with an upside potential of up to 39%
Consider this. A company has implemented a restructuring plan and the numbers are showing a positive impact. So, should a decline in the stock price in a volatile phase be taken as an opportunity? The answer is yes, but with some caveats. First, don't just jump in and buy. Identify the stock, decide on your total exposure, and buy when a panic phase drives the price down. Also, don’t use money you may need in the near term. Why? Because (though the probability of it happening is low) if a time-wise correction is sparked for any global or domestic reason, then all stocks will underperform.
Why America is set to lose its mercantilist game
Donald Trump's "America First" tariffs revived mercantilism, initially appearing successful for the US. However, China, a seasoned practitioner, is already a step ahead. It employs strategies from currency manipulation to global product dumping and dominates emerging green technologies, positioning itself to profit most.
Investing: Buying correct business & ignoring volatility in Nifty. 6 large-caps from different sectors with upside potential of up to 35%
Here’s an interesting way to categorise Indian equity investors: Those who entered the market before Covid, and those who did so post-Covid. Now, a large majority of today’s investors would fall in the post-Covid category. Why is this worth mentioning at this juncture? Because it is perhaps for the first time that these investors are witnessing an extended correction – the market has been falling for close to a year now. Our message for these investors: Corrections or phases where stock prices fall are inevitable in the market. And may happen for global or domestic reasons. So, focus on investing in a “correct business” because it creates wealth even after weathering all storms. The question is: What is a correct business?
These 8 banking stocks can give more than 27% returns in 1 year, according to analysts
While everyone is looking at direct consumer plays, one of the gainers of the cut in GST rates is the banking sector – especially those banks with a decent presence in the retail segment. They are the ones who will be financing the buying of all additional automobiles sold because of the GST rate cut. Also, if we are hoping to see a consumption-led recovery, it is very likely that banks will be big beneficiaries, along with other financial sector players. Why? Because, beyond automobiles, a lot of consumer goods, from electronics to white goods, are financed these days.
For risk-takers with slightly long-term perspective: 5 mid-cap stocks from different sectors with upside potential of over 19%
As the market witnesses a recovery, many investors will be faced with a dilemma: What should they do with the stocks in their portfolio? Especially those that are quoting at a cut and don’t see a recovery when the Nifty and Sensex move up? And if they are to put fresh money in the market, should this stock be considered? There are no simple answers here. Just remember what matters to the street: Valuations, quality of businesses, and individual managements. So, if you have the ability to digest volatility (it will keep recurring), you can be bullish. But be selective and cautious when picking stocks; and stagger your buying.
GST rationalisation: More to it than meets the eye. 14 stocks from different sectors with upside potential of up to 53%
The new GST regime has kicked in and the street (like everyone else, from consumers to India Inc) was enthused. If the NIfty closed lower on Monday, it had to do with the H1-B scare over the weekend. Now, history tells us that every change in taxation structure, either direct or indirect, has multiple impacts. Some very obvious, others not so much. So, when FMCG and auto stocks move higher, it is a case of a simple and direct impact. But there is a set of companies which are big winners of the new GST rates. However, as they have only an indirect relationship with the rationalisation, not many are talking about them. In fact, some of these goods have not even seen any cut, but are still winners.
Navratri 2025: Nine nights of shakti, planetary power and how astrological energies shift wealth, markets and mindset
Navratri 2025 offers a cosmic moment for investors to reassess portfolios and align investments with long-term goals. Experts advise reviewing SIPs, rebalancing away from overheated sectors, avoiding festive FOMO trades, and staying disciplined. With equity, debt, and gold allocation in check, investors can harness the nine-night energy for steady wealth creation rather than short-term gains.
For wealth-creation in the market, look beyond the obvious. Silent gainers of GST rejig: 8 stocks of lenders that fit the bill
Which is the sectoral index that has gained the most after the GST rate rationalisation was announced? Answer: The Nifty Auto Index . Not a big surprise, though. But consider this: An auto company’s gain from the GST rejig is largely a one-time volume boost plus some operating leverage as capacity is better utilised. Competition and channel incentives tend to normalise such margins quickly. Now, consider how auto sales are financed, and you will find a sector that stands to gain a lot from the rejig – and for a longer time.
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