Page 16 - Puneet Wadhwa

Moderate rally in Samvat 2081; DIIs key drivers, says Jignesh Desai

Jignesh shares his outlook on the midcap and smallcap rally, which he expects to persist over the next two to three years, albeit with intermittent corrections that could present buying opportunities

Market crash? Nifty can fall another 1,000 points from here, charts suggest

If the Nifty is unable to sustain above 24,500 levels, technically it can then slip to its 200-DMA placed at 23,365 levels, charts suggest.

Indian midcap, smallcap stock rally in 2024 is the best in the world

Midcap Index, SmallCap index: The mid- and small-cap indices on the NSE back home have gained 25.7 per cent and 26.7 per cent, respectively in CY24

Mid, smallcap rally may pause to take a breather in Samvat 2081: Analysts

Stock Market Samvat 2081 Outlook: Analysts suggest investors put most of their investible surplus in the safety of large-cap stocks

Crude oil can hit low $60s by 2025-end despite geopolitical conflict

Oil price outlook: Given the low level of oil inventories, there could be a sustained geopolitical premium in crude price until the conflict is resolved in the short-term

Gold, Silver Samvat 2081 outlook: Will precious metals continue to sparkle?

Samvat 2081 outlook: Analysts believe the interplay of easing monetary policies globally, ongoing geopolitical conflicts, and the upcoming US presidential elections is poised to influence gold prices

'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai

Within EMs, UBS prefers markets that have attractive fundamentals and valuations, says Sunil

Earnings disappointment a catalyst for market correction: Analysts

The developments come at a time when the markets are already grappling with geopolitical developments in West Asia and the uncertainty surrounding the outcome of the US presidential polls

India vs China: How leading brokerages are positioned across Asian equities

India stock market, China news: Indian equity markets, analysts said, are expensive relative to China, which offers a better risk-reward ratio and return potential in the short-to-medium term

Inflation horse brought to the stable, has to be kept on a tight leash: RBI

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

A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua

Earnings in the banking sector are expected to moderate due to pressure on margins and potential elevated slippages in the unsecured loan book, he says

Noel's appointment as Tata Trusts' chair signals continuity, BAU: Analysts

Noel is the half-brother of the late Ratan Tata, and was already a key trustee of the Sir Dorabji Tata Trust and the Sir Ratan Tata Trust

Time to downgrade Indian stock markets? Sell India, buy China? Analyst view

Absolute-return investors must avoid Indian markets in the backdrop of recent developments, especially the stimulus by China, suggests a report by BCA Research

Will markets crash if BJP loses Haryana, J&K, Maharashtra, Delhi state polls?

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

Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved

Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels

The mother of all bear markets in equities is dead: Shankar Sharma

We have mastered the art of neutering the 'bear market villains' - speculation, inflation, war, disease - we have dealt with them all, Sharma said

Markets in the times of war: Sharp correction and then a swift recovery

Stock market today: Events such as a war do present a buying opportunity for long-term investors, analysts said

Chris Wood trims India exposure; says geopolitics biggest risk to markets

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

Investors must temper return hopes after stellar equity run: Jaipuria

He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered

822 IPOs globally aimed to raise $65bn till August; India tops APAC tally

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