Msci India: Broadening Value Rotation: Value-style equities to resume its uptrend; here are 4 reasons

After two years of strong outperformance in 2020 and 2021, value-style equities have underperformed their growth counterparts in 2022, with the MSCI India Value Index down 7% YTD 2022 compared to a 1% drop for MSCI India Growth Index. The key question for investors is — can Value stocks resume its uptrend? In our view, … Read more

6 reasons to watch the digital mortgage space

A home buying frenzy has many lenders considering new technology as a means to address the needs and preferences of future clients.  Mortgage lender Lower has introduced a cash-offer option for home buyers in need of financing, while First American Data & Analytics has released a new risk management tool.  Read more about these and other … Read more

2 reasons the ‘risk of recession is getting higher and higher’: Mohamed El-Erian

The risk of a recession “is getting higher and higher,” says veteran economist Mohamed El-Erian. “My definition of a recession is a holistic definition. It goes well beyond two quarters of negative GDP,” said the chief economic advisor of Allianz and former CEO of PIMCO. “The labor market is too strong. Consumer spending is too … Read more

Apple price target cut to $175 at Citi, which offers five reasons to keep buying the stock

Cautious consumers, macroeconomic worries and continued supply chain bottlenecks are going to work against Apple Inc. in the near term, but don’t give up on shares now. That’s the view from Citi analysts, who cut their target price to $175 from $200, but still gave five compelling reasons to keep buying the stock. Shares of … Read more

Kotak Mahindra Bank stock: 5 reasons why Goldman Sachs thinks Kotak can be $100 bn-bank in next 4 years

NEW DELHI: Private sector lender , which has underperformed Nifty Bank over the last two years, can rally up to 26 per cent in the next one year and can even hit a market capitalisation of $100 billion in the next four years, foreign brokerage firm Goldman Sachs said in a report. “We believe could … Read more

COVID vaccine stocks lead biotech selloff three reasons to see recovery (NYSE:PFE)

Eoneren/iStock via Getty Images Pure play COVID-19 vaccine makers closed the 1H 2022 as some of the worst performers in the beaten-down biotech space amid concerns over how the group, once a pandemic favorite, could sustain growth as COVID impact wanes. The selloff, worse than the ~33% decline among biotech stocks, follows sharp gains in … Read more

saurabh mukherjea: Why do smallcaps falter before reaching full bloom? Saurabh Mukherjea gives 4 reasons

For a smallcap investor, it’s a dream to see his hidden gem gradually turn into a much sought-after largecap stock and deliver multibagger returns in between. Citing market data, celebrated fund manager Saurabh Mukherjea says most smallcaps that show early promise falter as they grow and eventually fade into oblivion. Data collated by PMS firm … Read more

Argo names new CEO as Rehnberg steps down for health reasons

Argo Group International Holdings Ltd. on Thursday named Thomas A. Bradley as CEO, replacing Kevin J. Rehnberg, who had been on leave for health reasons since March. Mr. Bradley, who has been chairman of Bermuda-based Argo since 2020, was named interim CEO when Mr. Rehnberg went on leave. Prior to joining Argo, he held executive … Read more

Startups IPO | Delhivery: Why do startups need an IPO? Delhivery CEO Sahil Barua cites 6 reasons

Last winter, when billionaire Vijay Shekhar Sharma broke into tears while launching IPO at the BSE Towers in Mumbai, it was evident how important the journey to Dalal Street was for the fintech founder. Even though many successful startups like Zoho and Zerodha have chosen to remain bootstrapped, several other unicorns have either launched their … Read more