Page 54 - Nikita Vashisht

What BJP's win in assembly 2022 elections means for stock market investors

Markets have given thumbs up to BJP's victory in 4 of the 5 states in assembly elections. Analysts say the victory will support markets in the medium run, but investors must watch out for headwinds

Auto is an extremely attractive contrarian bet: Shiv Sehgal, Edelweiss

Despite the correction, our valuations relative to other emerging markets (EMs) haven't yet come off. Thus, FIIs are a bit cautious

Analysts see up to 96% upside in HAL stock despite Russia overhang

The dependence on Russian spares can potentially impact Rs 4,000-4,200 crore worth of RoH revenues for Hindustan Aeronautics (HAL)

Chemical stocks face crude shock amid Ukraine conflict

Among the impacted sectors, after rising Brent crude price, chemicals are reeling under pressure. Their stocks continue to tumble. Should investors lap up shares after this correction or wait?

Selling in bank stocks to continue despite 20% fall since Feb, say analysts

Nomura pointed out that even though the outlook for banks remains positive, a prolonged conflict-like situation would be negative for global growth

Market Strategy: Buy on a dip or sell on a rally?

Nifty50 slipped below 16,000-mark on Monday. Is there more pain in store for the markets or should you use the fall to buy? Business Standard spoke to market experts to know their investment strategy

JK Cement's foray into paints sentimentally negative in near-term: Analysts

That said, if JK Cement is able to achieve its guidance, it could potentially add nearly 5 per cent to its market-cap over the medium term, expects Emkay Global

Voda Idea: Fund infusion not enough; stock can dip up to 22%, say analysts

Capital raise will provide some respite to Vodafone Idea, but a long and arduous path still remains to be traversed, say analysts

Ukraine war, oil prices may force RBI to re-think rate hike cycle: Analysts

The Budget and RBI's last policy took a conservative estimate of crude prices $75 per barrel. This is likely to be a challenge going forward, economists say

Will India benefit from Russia's removal from global indices?

Global index providers MSCI and FTSE say sanctions have made Russia's stock market "un-investable" and, proposed removal of Russian listings from their indices. Will India see FPI inflows after this?

Ukraine-Russia war: Should you increase exposure to gold, real estate?

Gold has been the best-performing asset class this year. Real estate prices are also rising. So, should you invest in these asset classes? Watch our next report to know what analysts are advising

Russia-Ukraine Conflict: Will commodity price rally sustain this week?

Commodity prices shot up after sanctions imposed on Russia. Crude oil surpassed $100 a barrel, aluminium prices touched lifetime highs. Gold prices also went up. Will this rally continue this week?

Commodities will be biggest gainers of Russia-Ukraine crisis: B Gopkumar

As long as the Russia-Ukraine heat continues, commodities will be the dominating theme versus the consumption theme said B Gopkumar, MD and CEO at Axis Securities.

Are mid, small-caps attractive buys after sharp correction?

Sanctions against Russia received lukewarm response from investors. The broader indices outperformed the frontline indices yesterday, but should you chase this rally? Let's find out

Analysts bullish on road, highway developers on infra push, cheap valuation

Analysts remain positive on the road/construction sector given healthy order books providing good revenue visibility, controlled working capital, value unlocking

Are FMCG companies staring at a stock-price correction?

Marico shares dropped 3% following a tepid Q3 update. High inflation and poor demand led to its muted growth. And this could be a sector-wide phenomenon. Should investors turn away from FMCG players?

Analysts cautious on auto stocks amid uneven recovery

Passenger vehicle OEMs' attempt to catch up to the demand was impacted by production cuts, while demand for two-wheelers and PVs remain weak. Find out if you should chase the rally in auto stocks

Near-term headwinds may cap upsides for auto stocks, especially 2-wheelers

Price hikes, running costs and supply side pressures are the key concerns

Tata Motors, Bajaj Auto: Near-term headwinds may keep auto shares volatile

Going ahead, analysts at Motilal Oswal Financial Services see easing semiconductor supplies supporting PV wholesales, but the two-wheeler segment will take time to recover

Paytm vs Sapphire Foods: Which IPO is better for listing gains?

The parent firm of Paytm has launched India's biggest IPO. And the owner of Pizza Hut and KFC is opening its IPO today. Both these companies are loss-making. So, what should investors do?