Page 21 - Puneet Wadhwa

Expecting daily positive moves in stock market is unreasonable: Parekh

Valuations are high in companies in defense, railways, engineering, new energy, and the power sectors, Parekh of DSP Mutual Fund said in an exclusive interview

Why is Nomura betting big on RIL, BEL, Exide, Sona BLW and Uno Minda?

As corporate capex picks up, it expects the Indian corporate sector to sustain 12 - 17 per cent earnings growth in the medium-term

Lok Sabha exit poll on June 01: Here's your stock market strategy handbook

Lok Sabha Exit Polls: Markets, analysts believe, are likely to remain volatile in the run-up to the exit polls. The markets, analysts said, expect the NDA to form the next government

Goldman Sachs ups India 2024 GDP forecast to 6.7%; sees RBI rate cut in Q4

RBI's MPC has sounded caution on sticky food inflation, Goldman Sachs says, owing to supply-side disruptions due to the ongoing hot weather conditions in many parts of India

PE funds partly behind the 62% drop in India's net FDI? Samir Arora's view

The ace fund manager was reacting on 'X' to a Business Standard story that quotes a Reserve Bank of India (RBI) data on gross FDI flows into the country in FY24

What are the two triggers for the India stock market crash? Wood answers

That said, the reality so far Wood believes, a repeat of the shock BJP defeat in 2004, remains unlikely in the extreme.

Will stock market crash if BJP gets less than 270 seats in Lok Sabha polls?

In the worst case scenario where the NDA is unable to secure a majority (seats less than 272), analysts at Bernstein expect 'heavy profit booking' in the markets with low or negligible returns

Zero electricity bill, tax tweaks: Govt's 100-day agenda, budget wish list

From a long-term perspective, however, the focus, Mirae Asset said, would be on infrastructure development, farm laws, skill development, and creating employment

Sell stocks in May and go away: Here's why it may be a bad strategy in 2024

The government, too, is hopeful that the bull-run in the Indian stock market will continue. PM Modi recently said in an interview that Indian stock markets will break all previous records on June 4

Market-cap of BSE-listed firms hits $5 trillion; analysts see more upside ahead

The market capitalisation of BSE-listed companies jumped to a lifetime peak of Rs 414.62 trillion ($4.99 billion) on Tuesday by close. It had soared past the $5 trillion mark in intraday deals

Sell smallcap, midcap stocks; markets will offer buy-on-dip opportunities: UBS

Among sectors, UBS prefers domestic-linked sectors such as automobiles, consumer durables, industrials / infrastructure, utilities, and real estate

Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock?

Calendar year 2024 (CY24) will be a good year for 'quality stocks and bonds', according to analysts at Morgan Stanley. Stocks, they said, have priced in a 'perfect landing' scenario

18% of global fund managers overweight on Indian equities: BofA survey

A total of 245 panelists with $642 billion worth of assets under management (AUM), BofA Securities said, participated in the survey held between May 3 and May 9, 2024

Vacuum for Indian MSMEs seeking growth finance: Nishu Malhotra, ADM Capital

In India, shift to private credit, Nishu said, started before the Covid era, driven by regulatory reforms including the Insolvency and Bankruptcy code, Real Estate Regulatory Authority (RERA) Act etc.

Lok Sabha polls & stock market: Is the voter turnout dip worrying D-Street?

Foreign investors wait on the sidelines, seeking clarity on the next government's composition and strength

CLSA's $1.2-trillion small, midcap stock bets: Check top India stock picks

Fino Payment Bank, Max Financial, Sula Vineyards and Embassy REIT among top midcap and small-cap stocks by CLSA.

Futile to link market movements with poll-related jitters: Nilesh Shah

Nilesh Shah shares his insights on these developments, explores whether the initial low voter turnout is causing concern in the markets, and delves into investment strategies against this backdrop

Why is Chris Wood of Jefferies turning bullish on China equities?

Chris Wood has hiked exposure to the dragon nation in his Asia Pacific ex-Japan relative-return portfolio by two-and-a-half percentage points to maintain a 'Neutral' weighting

Nifty can crash 1,200 points if this key level is broken. Details here

Earlier on April 19, 2024, the Nifty 50 had tested the 100-DMA support, and then staged a smart rally of 4.7 per cent, or 1,017 points, to hit the new peak of 22,794.70

India's defence sector a $138bn opportunity; HAL, BEL top buys: Nomura

The research and broking house sees an upside potential of 28 per cent and 32 per cent, respectively in these two stocks from the current levels