Page 14 - Puneet Wadhwa

Staying disciplined as Warren Buffett is incredibly tough: Raamdeo Agrawal

Warren Buffet has realised that 'buy and hold till death' may not always be the best strategy while investing. We now see that he's more open to selling, when needed, Agrawal said.

Operation Sindoor: Prolonged strikes can sink markets, say analysts

Historically, Indian equity markets have typically reacted sharply to geopolitical tensions in the short-term as a knee-jerk, but recovered quickly once uncertainties subsided

Nifty PSU Bank index slips 5%, sees sharpest one-day fall in 11 months

The Nifty PSU Bank index was the top loser among sectoral indices that ended 4.8 per cent lower at 6,235.20 levels on the NSE. BoB was the top loser among PSU banks that lost 11 per cent

PSU banks trade mixed post SC verdict on JSW Steel; should you buy the dip?

State Bank of India (SBI), Indian Overseas Bank (IOB), Uco Bank, Central Bank of India and Union Bank of India slipped between 1 per cent to 2 per cent in intraday deals on Monday

Exercise caution while approaching mid, small-caps: Karthikraj Lakshmanan

Large-caps have become relatively more attractive and there are some opportunities to pick good businesses at attractive valuations, he said

World won't shake off tariff tantrums soon: First Global's Devina Mehra

Mehra says that they remain overweight on Europe, China, and to an extent, India in their global funds, and have also increased their allocation to fixed income

Is it a good time to buy stocks? Chris Wood of Jefferies answers

With US stocks trading at nearly 19.2x forward earnings, global investors, Wood suggested, should continue to reduce positions in favour of Europe, China and India

How much should you allocate to gold in your portfolio this Akshaya Tritiya?

In early 1980, investors, according to Capitalmind, were inspired by the stellar returns of the 1970s. If they invested in gold back then, they would have faced two decades of negative returns.

Analysts sound caution on India Inc's earnings growth amid market pullback

We remain Neutral India equities, which is relatively insulated from tariff concerns, but faces headwind from negative earnings revisions, wrote analysts at Standard Chartered in a recent note.

Markets too optimistic in its earnings estimates, suggests Kotak report

The markets, KIE said, may be too bullish on revenues of export-oriented sectors such as automobiles, IT services, potentially pharmaceuticals and specialty chemicals.

Mid, smallcaps outrun large-cap peers in recent market pullback. Will it last?

Dixon Technologies, Waaree Energies, Data Patterns (India), Godfrey Phillips, Devyani International, and KFin Technologies are some of the counters that have gained over 20 per cent during this period

Equity returns are in a phase of normalisation: Tata MF's Rahul Singh

Singh says that first-time investors should avoid chasing performance, focus on asset allocation, and stick to core diversified equity categories

Markets expect an escalation in India-Pakistan tensions, say analysts

In the aftermath of the Pahalgam attack that left 26 dead earlier this week, India has launched a series of retaliatory measures

Nifty above 200-DMA after 4 months; is this the start of a new bull-run?

The Nifty 50 index has surged over 11 per cent in the last eight trading sessions, and in the process has conquered its key moving averages, shows the daily chart.

Sell US and buy Indian stocks, says Chris Wood; ups India exposure

With US stocks still trading at 19.2x forward earnings, global investors, Wood wrote in GREED & fear note, should continue to reduce positions in favour of Europe, China and India

Revenue hit looms for all brokerages, says CJ George, CMD, Geojit Financial

George tells that the impact of tariffs on domestic corporates is expected to be limited, owing to the strong capital raised over the past three to four years

FIIs revisit Indian stocks with 2025's 3rd-biggest buy; will flows sustain?

The renewed interest by FIIs in Indian stock markets could be a one-off, said market analysts, who expect flows - both domestic and foreign - to remain volatile going ahead depending on news flow

Where to invest as markets overcome tariff fears? Analysts weigh in

From Ridham Desai of Morgan Stanley, Wei Li, Global Chief Investment Strategist, BlackRock Inv. Institute and Shridatta Bhandwaldar of Canara Robeco MF, here is the market strategy of leading analysts

Morgan Stanley cuts December 2025 Sensex target by 12% to 82,000 levels

As an investment strategy, Morgan Stanley remains overweight on financials, consumer cyclicals, and industrials; and are underweight on energy, materials, utilities and healthcare.

Investors should reset return expectations: ICICI Pru AMC's Anand Shah

The tariff measures announced have the potential to weaken global trade and consumption, putting pressure on both margins and volumes for export-oriented manufacturers