Stockarchitect

Stockarchitect

Stockarchitect

Stockarchitect

Stockarchitect

Stockarchitect
China, US, elections – what could be the biggest moving parts of 2024: S Naren January 2nd, 2024 10:31
S Naren says: “We love a company where there is a profitable business along with that there is an unprofitable EV business and that unprofitable EV business is also given price to earnings on the loss so that at some point of time, when that EV business turns around, you get a big kicker and that is the framework which we enjoy.”

Stockarchitect
F&O Ban List: Hindustan Copper, Balrampur Chini under trade ban on Tuesday January 2nd, 2024 10:31
The F&O contracts of any stock enter the ban period when the open interest (OI) on it crosses 95% of the market-wide positions limits or MWPL. The ban on it is reversed only if the open interest falls below 80%.

Stockarchitect
ETMarkets Smart Talk: Mantra for 2024! Retail investors should stick to SIPs for 5-7 years to build wealth: Girirajan Murugan January 2nd, 2024 10:31
Girirajan Murugan says: "As we move forward into 2024, it is anticipated that the Indian Stock market will demonstrate resilience, potentially outshining its global counterparts. This optimistic outlook is grounded in the improving global and domestic landscapes, coupled with favorable elements such as softened inflation, an early adjustment in monetary policy rates, and reduced crude oil prices."

Stockarchitect
Vedanta faces investor reckoning over $3.2 billion of bonds January 2nd, 2024 10:30
Vedanta's dollar notes due this month were the most supportive of the firm’s liability management exercise, while the remaining three trade below the 80 cents on the dollar mark often considered indicative of distress. ​Still, the bond due in August 2024 rose 3.5 cents on the dollar in December to 66.4 cents, according to Bloomberg-compiled data.

Stockarchitect
We are seeing very strong momentum in smallcap space; froth can continue over short to medium term: Ashi Anand January 2nd, 2024 10:30
Ashi Anand says: “Timing when the markets will turn and when largecaps will start delivering more than small and mid, is very difficult. But the danger with investing in smallcaps at this point in time is that when markets turn, what you have seen historically is that when small caps fall, they can fall very, very sharply and at very low liquidity. So you may not be able to get out.”

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