U R Bhat

Not the time to buy stocks at these levels; avoid mid, small-cap counters

The exit poll might have reduced some nervousness in the market, but it still remains reasonably high, given the current IVs. Only after India VIX falls back to normal levels,things shall get even.

Entrepreneurs create wealth; it is time to celebrate their spirit

They put their wealth at risk and implement projects that produce goods and services, writes U R Bhat

Budget 2023 ticks all checkboxes; Adani group stocks played spoilsport

It is typical of markets to rally ahead of the budget proposals and see some profit taking once the measures are announced. This time, however, the Adani group stocks played spoilsport

Markets were being greedy; sops announced are the need of the hour

Instead of helping the stock market, the government did the right thing by helping the masses

Divesting stake in LIC a leap of faith; I-T structure now more complicated

Allocations to various sectors have been done to the extent the government could given the limited spending room. So, most of the government's favourite themes have got a decent budgetary spend

Budget 2019: Infra, de-clogging NBFCs, incentivising small biz takeaways

The focus in infrastructure is a positive step and that's what the markets, too, were expecting. However, infrastructure financing is a long duration game

State poll outcome is not a big worry for the markets: U R Bhat

The BJP has not done well, especially in the large states. As far as the markets are concerned, the state election results do not matter much

Budget 2018: The grandfathering clause for LTCG was a masterstroke

Given the tone of Budget 2018, U R Bhatt doesn't think the government is in a mood to prepone the general elections

Equity Outlook: Earnings growth should change for the better

The Fed non-event and Indian equities

China is an important engine of global growth, contributing over a quarter of global growth since the global meltdown of 2008

Equity outlook: Diagnosing the 'hope' rally

Quo vadis equities?

The QE taper effect on Indian equities

Addressing issues like ensuring adequate flow of raw materials to industry and pushing through approvals on stalled projects would revive investor confidence and minimise the negative impact

Markets now vulnerable to FII flows