Page 2 - Puneet Wadhwa

India to be 3rd-largest economy by 2028; equities remain pricey: UBS

From a stock market perspective, however, UBS remains underweight on Indian equities as valuations in their view still look expensive relative to the ordinary fundamental performance of companies.

Time to start buying gold for the long term, suggest analysts

From a technical perspective, the first key technical support for gold, according to WGC, is seen around its medium-term 55-day average and initial Fibonacci retracement of the rise from the 2022 low

PTC Ind, RIL among 5 Indian stocks in Goldman Sachs' APAC conviction list

Among sectors, their biggest 'conviction' as regards India is on the defence sector, where Goldman Sachs believes PTC Industries is scores over its peers

Sensex can hit 100,000 by June 2026; market correction over: Morgan Stanley

The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance

India a boring market in 2025; Nifty to rise 15% on earnings: Mark Matthews

Mark Matthews says that India is the only essential emerging market for global portfolios. India's two big strengths, he believes, are its demographics and 'Jugaad' - the 'can-do' spirit

UBS finds emerging markets attractive; India among preferred bets

Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India

Smallcaps set for worst Samvat in 6 years; Nifty posts single-digit return

BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years

$3500 to $4000/oz: Gold's 36-day $500 gain fastest in history, says WGC

Gold allocations amid the recent sharp run in prices may prompt portfolio rebalancing by strategic investors, WGC believes

Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC

If tariff concerns abate, global investors could eventually play catch-up

Time to book profit in gold, silver after 61% jump in the last one year?

Apurva Sheth, head of market perspectives and research at SAMCO Securities believes that the recent buying frenzy in both gold and silver has been led by FOMO - buying out of fear of missing out

We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi

Samco's Jimeet Modi says investors now prize fundamentals over hype - expect fewer but higher-quality IPOs as India's markets evolve into a leaner, value-driven ecosystem

India holds 34,600 tonnes of gold, 3.1x the value of current equity holding

This holding is nearly 88.8 per cent of India's gross domestic product (GDP), the note said; and at the current market value is about 3.1x times the current equity stock holding with Indian households

Commodities booming; other MFs may also halt silver ETF buys: Nilesh Shah

Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said

India sees fourth largest fund raise globally via IPOs in 2025

Of the 161 IPOs that have listed so far over the last 21 months have delivered an average of 22 per cent listing gains, Bernstein said, with over 53 per cent of these having given double-digit gains

Ongoing IPO in 2025 rush limits material market upside: Bernstein

In the last few days, WeWork India, Tata Capital, and LG Electronics India, launched their public issues and aim to collectively raise over Rs 30,000 crore

Past year certainly raised doubts about the bull run, says Mahesh Patil

Aditya Birla Sun Life AMC's Mahesh Patil says headwinds are easing, and the next Samvat could see equities align with economic growth

Gold vs Silver: Where to invest, how much and price targets?

In CY25, spot gold prices in dollar terms rallied 47.3 per cent, while spot silver has surged 62 per cent, outperforming major asset classes

How much gold does the RBI hold in its vaults? Here's a sneak peak

Central banks, WGC said, added a net 15 tonnes to global gold reserves in August, based on reported data from both the IMF and respective central banks.

Goldman Sachs turns bullish on India's aerospace, defense sector

Among individual stocks, Solar Industries, Bharat Electronics, Data Patterns and PTC Industries are Goldman Sachs' top buy ideas, while Bharat Dynamics has been rated Sell'.