Page 12 - Puneet Wadhwa

Gold prices can rise 13% in 18 months to hit $3500 an ounce: BofA Securities

The key risks to the upside in gold, BofA Securities said includes US fiscal consolidation, reduced geopolitical tensions, and a return to collaborative inter-governmental relations

Brokerages analyse US tariffs impact on economies, sectors and markets

Analysts at Barclays, meanwhile, estimate that nearly $22 billion worth of India's exports (30 per cent of exports to the US and 5 per cent of total goods exports) are most at risk

DLF, RIL, Zomato, MakeMyTrip: Chris Wood of Jefferies rejigs India exposure

At a broader level, meanwhile, Wood suggested investors sell rallies in the US stocks and increase exposure elsewhere, most particularly Europe, China and emerging market equities in general

MakeMyTrip, Titan: 10 stocks Goldman Sachs thinks can rise 23% in 12 months

Nifty 50 has corrected 10 per cent from its peak in September 2024, Goldman Sachs said, driven by cuts in EPS growth following a slower macro as well as a sharp correction in valuation multiples

Nifty Midcap 100 set to outrun Nifty 50 for fifth straight financial year

As things stand, the small-and mid-caps look relatively more expensive, said Jyotivardhan Jaipuria, founder & managing director, Valentis Advisors, and can underperform in the early part of FY26

The best investment opportunity remains in India: Venugopal Manghat

Manghat tells that they have increased cash positions across most of their schemes over the past few months

Next 1-2 quarters' earnings key for FIIs' view of India: Akash Hariani

Forgotten asset classes like fixed income are being talked about, along with hybrid funds and offshore funds exposure from a diversification perspective

Nifty IT at 9-month low; brokerages flag weak earnings outlook for sector

Among individual IT stocks, Infosys slipped over 5 per cent in intraday deals on Wednesday, after Morgan Stanley downgraded the stock to 'equal weight', and preferred TCS.

At what level does IndusInd Bank stock become a Buy? What analysts say

Investors should not rush into IndusInd Bank stock right now, but buy on news flow and in a phased manner, reckons Gaurang Shah of Geojit Financial Services.

Sensex can hit 105,000 by December 2025; recession a risk: Morgan Stanley

The risk-reward for the Indian markets, Morgan Stanley said, is turning favourable, and see the Sensex at 93,000 levels by December 2025 - up 25 per cent from the current levels as their base case.

LIC, ICICI Pru, SBI MF: Top mutual funds who own IndusInd Bank stock

According to ACE Equity data, LIC and ICICI Prudential fund held more than 5% stake in IndusInd Bank; another 13 fund houses owned more than 1 per cent equity of the bank as of December quarter.

I don't think it is time to start buying Indian stocks: Louis-Vincent Gave

The recent correction in Indian markets has been significant, but it's important to put it in perspective

Markets on brink of worst disruption since 2008 financial crisis: Analysts

The uncertainty unleashed by Trump tariffs, analysts believe, is reigning supreme now, which is weighing on the markets. The ongoing chaotic scenario, new news and developments can trigger volatility.

Reciprocal tariffs: India, Thailand most impacted in Asia, says Nomura

On Wednesday, US president Donald Trump reiterated his stance to impose reciprocal tariffs on counties, including India from April 02, 2025, during his address to the Congress

Will cutting capital gains tax alone bring back FIIs to Indian equities?

At Business Standard Manthan 2025, Samir Arora set the cat among the pigeons when he argued for the abolition of capital gains tax to bring back FIIs to Indian markets

It appears 2025 will be a tough year for the market: Samco's Jimeet Modi

Modi tells that FPIs are expected to stay away from Indian markets until expensive Indian equities become attractive to them

Capital gains tax in India is a bad idea: Samir Arora, Helios Capital

Taxing FIIs on their gains, who face forex risks, and have no tax set-off available in their home country is a big mistake that the government is making, said Sami Arora at BS Manthan.

Can Nifty fall 20% from peak to enter bear phase? Chart check

Analysts believe the market may not enter bear territory for now; instead expect some time-wise correction and sectoral rotation going ahead. Here are the key levels to track.

Indian markets can rise 15% in a year; FII selling surprised me: Chris Wood

Speaking at BS Manthan, Wood said he remains structurally bullish on Indian equities from a long-term perspective; but cautious in the short-term given the quantum of FII outflows and valuation woes.

Nifty monthly losing streak 2nd worst in 30 yrs; why you should be worried

The Nifty 50 index has shed nearly 13% in the last five straight months, its longest losing streak since November 1996; equalling its second-worst ever in the 35-year history.