#MCOpinion: While India's long-term potential is undeniable, widespread bullishness suggests that once the current exuberance subsides, we may experience an extended phase of subdued overall market returns
Read π
https://www.moneycontrol.com/news/opinion/privileging-the-hypothesis-are-we-staring-at-an-extended-phase-of-subdued-market-returns-11303071.html?utm_source=telegram&utm_medium=social
Read π
https://www.moneycontrol.com/news/opinion/privileging-the-hypothesis-are-we-staring-at-an-extended-phase-of-subdued-market-returns-11303071.html?utm_source=telegram&utm_medium=social
Moneycontrol
Privileging the hypothesis: Are we staring at an extended phase of subdued market returns?
While India's long-term potential is undeniable, widespread bullishness suggests that once the current exuberance subsides, we may experience an extended phase of subdued overall market returns, despite the country's fundamental strength
#MCOpinion: How should startups deal with Angel Tax and Section 68 Tax Notices?
Here's a playbook crafted by 3One4 Capital managing partner Siddarth Pai π
https://www.moneycontrol.com/news/opinion/playbook-for-handling-angel-tax-and-section-68-tax-notices-11420331.html
Here's a playbook crafted by 3One4 Capital managing partner Siddarth Pai π
https://www.moneycontrol.com/news/opinion/playbook-for-handling-angel-tax-and-section-68-tax-notices-11420331.html
#MCOpinion | Chasing multibaggers: In AMFI's recent classification rejig, seven stocks have transitioned from microcaps to midcaps in the last four years.
Dhuraivel Gunasekaran reportsπ
https://www.moneycontrol.com/news/photos/business/personal-finance/chasing-multibaggers-5-stocks-that-jumped-from-microcap-to-midcap-in-amfis-rejig-12002121-1.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Dhuraivel Gunasekaran reportsπ
https://www.moneycontrol.com/news/photos/business/personal-finance/chasing-multibaggers-5-stocks-that-jumped-from-microcap-to-midcap-in-amfis-rejig-12002121-1.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Nomura sees 12% rise in Nifty this year on strong macros, easing inflation, better earnings
Nomura predicts a 12% rise in Nifty to reach 24260 by 2024, based on 20x December 2025F earnings. Their fair value range is 18-21x, suggesting a 0-7% return during 2024.
#MCOpinion | Economic data indicates a significant decline in both fiscal deficit and current account deficit in the first eight months of the current fiscal year. π
Read its implications for Indiaβs economy π
https://www.moneycontrol.com/news/opinion/budget-2024-receding-twin-deficit-underscores-indias-strong-economic-footing-12014211.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Read its implications for Indiaβs economy π
https://www.moneycontrol.com/news/opinion/budget-2024-receding-twin-deficit-underscores-indias-strong-economic-footing-12014211.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
#MCOpinion | With General elections looming later in the year, the Budget is likely to be an occasion to underline the success achieved in bringing about an economic recovery after the strains of pandemic & geopolitical tensions π
Read on π
https://www.moneycontrol.com/news/opinion/budget-2024-focus-on-growth-to-protect-against-global-headwinds-12020611.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Read on π
https://www.moneycontrol.com/news/opinion/budget-2024-focus-on-growth-to-protect-against-global-headwinds-12020611.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
#MCOpinion | How has UPI helped in adding to GDP? The answer to this is two-fold. π
One is the opportunity cost. Two is through enabling easier credit-driven spending. Read more here π
https://www.moneycontrol.com/news/opinion/upi-is-more-than-ease-of-payments-it-is-adding-to-gdp-too-12051961.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
One is the opportunity cost. Two is through enabling easier credit-driven spending. Read more here π
https://www.moneycontrol.com/news/opinion/upi-is-more-than-ease-of-payments-it-is-adding-to-gdp-too-12051961.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
UPI is more than ease of payments. It is adding to GDP too
Ease and convenience of spending has lowered the economy-wide cost of transaction. The resultant saving is triggering incremental spending. UPI is also enabling easier credit-driven household spending
#MCOpinion | Will stars guide the way for stocks in a festive frenzy?
More on #Stockology β¬οΈ
https://www.moneycontrol.com/news/opinion/stockology-what-do-stars-indicate-for-markets-in-holiday-shortened-week-12105291.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
More on #Stockology β¬οΈ
https://www.moneycontrol.com/news/opinion/stockology-what-do-stars-indicate-for-markets-in-holiday-shortened-week-12105291.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Stockology: What do stars indicate for markets in holiday-shortened week?
Technically, 20630 is confirmed on the charts. The zone's weekly gap level of 20450 (not specific) will be filled very soon, before March 31, 2024.
#MCOpinion | Though spending on science and tech appears to be rising in absolute terms, India fares poorly on global R&D benchmarks. π§ͺ
India spends just about 0.64% of GDP on R&D β compared to 2.4% by China and 3.45% by America. Read on π
https://www.moneycontrol.com/news/opinion/union-budget-2024-big-ticket-science-needs-big-money-12107141.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
India spends just about 0.64% of GDP on R&D β compared to 2.4% by China and 3.45% by America. Read on π
https://www.moneycontrol.com/news/opinion/union-budget-2024-big-ticket-science-needs-big-money-12107141.htmlutm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
#MCOpinion | While some proponents view the proposal as a straightforward solution, others express concerns about its impact on the Racecourse, which serves as a valuable public open space.
Vishal Bhargava reportsπ½
https://www.moneycontrol.com/news/opinion/mahalaxmi-racecourse-is-it-the-end-for-mumbais-biggest-open-space-12161301.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Vishal Bhargava reportsπ½
https://www.moneycontrol.com/news/opinion/mahalaxmi-racecourse-is-it-the-end-for-mumbais-biggest-open-space-12161301.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Mahalaxmi Racecourse: Is it the end for Mumbaiβs biggest open space?
It sounds like a simple and straightforward idea that should be acceptable to all. But it isnβt. The Racecourse opposite the sea is the last major open space for the public.
#MCOpinion | Markets are projected to stay range-bound with volatility ππ
More on #Stockology β¬οΈ
https://www.moneycontrol.com/news/opinion/stockology-markets-will-remain-rangebound-volatile-a-big-dip-cannot-be-ruled-out-12345411.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
More on #Stockology β¬οΈ
https://www.moneycontrol.com/news/opinion/stockology-markets-will-remain-rangebound-volatile-a-big-dip-cannot-be-ruled-out-12345411.html?utm_medium=social&utm_source=telegram&utm_campaign=regular-editorial
Moneycontrol
Stockology: Markets to remain range-bound volatile, big dip cannot be ruled out
Selective buying on dips can be continued, and stocks in extended momentum can be periodically trimmed. On the other hand, volatility will increase during the week, and the possibility of breaking the level of 21,800 is very high.