Posted at 2:58 PM , on January 8, 2019
In the last week, Jet defaulted on loans to banks in the midst of a major liquidity crisis. Out of its total debt burden of Rs.8500 crore, nearly 30% comes up for repayment in the next 1 year. That is where liquidity becomes so important. In a highly volatile industry, Jet Airways is one airline that has survived for over 25 years. But the big question is; what are the options in front of Jet? Should the government intervene now?
Posted at 1:46 PM , on December 31, 2018
The big question for stock pickers is whether the year 2019 will belong to the large caps or to the mid caps. While we stay cautious on the small cap space, quality mid caps that have corrected sharply could still be in demand. Based on our sector themes, here are 5 stocks we see as outperformers for 2019.
Posted at 1:43 PM , on December 31, 2018
We have always heard the quip that the Indian consumption story is largely intact and should drive the markets. Year 2019 could actually see the consumer sector outperforming the other sectors by a margin. Let us look at the outlook for 5 key sectors.
Posted at 1:36 PM , on December 31, 2018
The year 2019 will probably be played on the macro front. There are a number of very important cues on the domestic and global macro front. Let us look at five such cues that will matter in 2019.
Posted at 2:57 PM , on December 28, 2018
In the last 3 years since the Fed started hiking rates, it has managed to hike rates by a full 225 basis points. The CME Fed Watch is still ambiguous and is assigning just a 2% probability to another rate hike in the January Fed meet. Of course, these are live numbers and can change. Broadly, the markets appear to believe that the Fed may turn slightly dovish from 2019 onwards. Why would that be so?