Long & Short of Markets: IPO mart on a high, stock ideas for 2021 & other top reads

It’s been almost 100 years since economist John Maynard Keynes used the term ‘animal spirit’ to describe a spontaneous urge to action rather than inaction. Irrational market behaviour hasn’t matured much since then. The mad rush in the IPO mart is a grim reminder of how action is still dictated by spontaneous optimism rather than mathematical expectations. Read this and more in this weekend’s edition of Long & Short of Markets.

FOMO: The villain within
If something hasn’t changed much since the cradle of civilization, it’s human instincts under pressure and uncertainty. Fear Of Missing Out (FOMO) is one such social anxiety clearly visible in a raging stock market. Here’s more on how chartbuster IPO listings are fueling FOMO.
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Side-effects of a hefty dividend
You thought a Rs 974 dividend per share is a blessing? It has its own downside too! Read here for more on how booking profits and paying capital gains tax is better than paying tax on Majesco’s dividend.
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Riding this classic bull cycle
Record inflows into emerging markets and a weakening greenback are signs of a classic bull run, says this market veteran. Bucking up to ride this rally, the bullish expert says the end is not yet near. Here’s some more outlook on how to make the best out of this market.
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Finding value in laggards
Mutual funds have dumped 40 out of 50 Nifty stocks on the back of a strong round of redemption. The rest 20 per cent has seen some buying by these institutional investors. Take a look here at the Nifty stocks which were bought and sold by these fund houses last month.
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Potential 2021 bets
After a stellar run in the last 9 months, analysts are betting on a slowdown in bluechips. Brokerages are looking forward to picking up laggards in midcap and smallcap spaces, besides thematic trends. Check out the list here.
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