While the September inflation print may see a significant pick-up as base effects turn adverse and food prices register an upturn, food inflation, the RBI said, is expected to ease by Q4:2024-25
Absolute-return investors must avoid Indian markets in the backdrop of recent developments, especially the stimulus by China, suggests a report by BCA Research
The outcome of the state polls, especially in Haryana and Maharashtra, analysts believe, are also important from 'farm politics' viewpoint, and how the government deal with the farmer's demands
Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels
We have mastered the art of neutering the 'bear market villains' - speculation, inflation, war, disease - we have dealt with them all, Sharma said
Stock market today: Events such as a war do present a buying opportunity for long-term investors, analysts said
A deterioration in the geopolitical situation is the biggest risk to global equity markets, Wood said, which he believes is not yet fully discounted by them
He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered
Investors, the report suggests, are shifting towards larger, more valuable IPOs at the global level despite the reduced number of listings thus far in 2024
IPO pipeline for the remaining part of CY24 remains strong. 25 companies plan to raise nearly Rs 63,550 crore and have Sebi's approval
There is a notable shift in global perception of India, Sandeep Bhatia said, as it is now seen as a rising star, reflecting growing international admiration
US Fed rate cut: Policymakers, according to reports, expect the Fed's benchmark to fall another half of a percentage point by 2024-end, and another one per cent in 2025
If the US Federal Reserve (US Fed) rate cut is combined with a weaker dollar then the EMs (ex-China) should do well
He says that a 25-bp cut with a strong dovish message could be as effective as a 50-bp cut with minimal commentary
'Economic growth and market expansion drive investor confidence'
Thus far in 2024, stocks such as Coffee Day Enterprises, Speciality Restaurants, Barbeque-Nation Hospitality, Restaurant Brands Asia and Westlife Foodworld have lost up to 42%, shows ACE Equity data.
The run up in the markets in the past few months has made valuations expensive, analysts said, who now expect the rally to take a breather for the next few months as corporate earnings catch up.
Kacholia said that going forward, a sizeable portion of outperformance may come from SMID space, where earnings are rebounding more quickly and there are still pockets of reasonable value
Midcap, smallcap stocks: The market rally in the past few months, including the mid-and small-cap segments, analysts believe, has been on the back of strong inflow from the DIIs
Share buyback tax: A sharp rise (in share buyback quantum), analysts said, can be attributed to the significant changes in India's share buyback tax regime, which will come into effect from October 1