Ambareesh Baliga

'Markets have topped for now; next few months could be buying opportunity'

Stock market strategy after Lok Sabha election results: The BJP may end up focusing more on the coalition partners than concentrating on economic growth.

State elections results will provide fodder to the markets for a few days

Election results will keep market participants glued to the political landscape for the next few days - probably the most expensive elections from the point of the view of public health

Buy stocks on any decline to make a good return in FY21-22

Analysts revised the earnings estimate multiple times - from an EPS contraction in FY21 to the latest estimates of a around 15 per cent growth. Moreover, FY22 EPS is expected to grow further by 30%

Sensex touching 50,000 was not a question of 'whether' but 'when'

A prudent investor, is one who has control over this thoughts and expectations. One should decide how much is enough and most importantly not regret moving out

Robinhood investors are likely to panic as markets correct

Today, globally, the 'Robinhood' investors are considered a force to reckon with, due to their collective liquidity and well spread reach.

The Future is in good hands; but will the promoter buyout come later?

Mukesh Ambani, despite being a later starter in the Retail Business, is today the undisputed emperor.

Markets were expecting a rate cut; onus now on banks to pass on the benefit

Given the severity of the situation due to the Covid-19 pandemic, the timing of rate transmission holds great significance.

Mukesh Ambani needs to balance the ship; rights issue not very attractive

Mukesh Ambani needs to balance the ship now; RIL rights issue unattractive

Covid-19 lockdown: May take two or three quarters for normalcy to return

We need to get used to the "new normal" now and calibrate our expectations accordingly

Imperative that govt brings the economy back on track

The government may not have the fiscal muscle to dole out more sops but they have to do it by letting go of the fiscal deficit target.

Use market meltdown to buy fundamentally sound large-caps

As of now, Indian market seems quite insulated from the health scare, as there has not been any serious cases of coronavirus here.

Tata vs Mistry: What next in India's biggest corporate thriller?

If Supreme Court strikes down the NCLAT order restoring Cyrus Mistry's position, then life returns to normal at Tata Group.

Samvat 2076 will be an opportunity for investors to find hidden gems

The next bull-run would be based on strong business models, high standard of ethics, corporate governance and healthy balance-sheets.

Exit polls and markets: Beware! Play the expected euphoria with caution

It will be interesting to see how the new government will generate additional revenues to fund populist schemes already announced without dampening the market mood.

US-China trade war: Why it is a double whammy for Indian markets

As predicted by IMF, the threat to the global economy seems real now. President Trump's focus will also shift to target other countries for such tariff hikes and India will be no exception.

Poll results a wake-up call for BJP; good time to start investing: Baliga

The markets were preparing for this sort of a mandate, though not as bad as what has emerged today. They were expecting BJP to lose in Madhya Pradesh

As competition in NBFC space rises, asset quality bound to take a hit

With PSU Banks reeling under crisis, the NBFCs had a field day in the last 3-4 years

Consumer business to drive doubling of Reliance's size in the next 7 years

For the coming years, what will hold true for RIL will be Mukesh Ambani's famous statement from a conference last year: 'Data is the new oil and India doesn't need to import it'

Investors beware: Stock markets are not prepared for GST disruption

Short-to-medium term pain has not been accounted for; compliance may be burdensome

The pain will last much longer