Page 21 - Puneet Wadhwa

Markets have started to price in a higher recession probability: Anurag Mittal, UTI MF

Mittal expects the RBI to cut rates up to 75 bps in the next 6-12 months. Given the sticky domestic inflation, he sees BOJ gradually tighten the monetary policy

10 things global fund managers are saying about equity markets; check here

A total of 220 panelists with $590 billion worth of assets under management (AUM)) participated in a survey conducted by BofA Securities between August 2 and August 8

India's weight in MSCI EM Index hits 20%; RVNL, Dixon to get huge inflow

Analysts at Nuvama expect an inflow of $281 million in Dixon Technologies as a result, followed by Vodafone Idea at $278 million

Sebi's Buch in Hindenburg's firing line: How will markets react on Monday?

Analysts believe that these statements are mere allegations, which, at best, can trigger a knee-jerk reaction in the markets when they open for trade on Monday

Is the worst over for the stock markets? Here's what analysts think

Stock market outlook: The S&P BSE Sensex and the Nifty50 have been mostly resilient - as compared to their global peers - amid this uncertain phase

Alternative investments becoming more attractive to retail customers: RBI

Alternative investment avenues are becoming more attractive to retail customers, the Reserve Bank of India (RBI) said while unveiling the monetary policy on Thursday, August 08

Yen carry trade, US recession threat: How brokerages interpret developments

India, analysts said, remains in a relatively better position amid strong fundamentals. Though valuations remain a concern, investors can use markets correction to buy quality stocks for the long-term

Paris Olympics 2024: Gold, Sensex dazzle since Tokyo 2021 games, CLSA says

Gold prices, CLSA said, have risen from $1,806 per ounce (oz) since Tokyo Olympics 2020 began on July 23, 2021 to $2,387/oz at the start of Paris Olympics 2024 on July 26

Global stock market sell-off: Chris Wood of Jefferies decodes impact

Indian stock market is much more resilient in the face of a US downturn and related Wall Street sell-off than the likes of Japan, Wood said

Nifty hits 25,000: Next 5,000-pt rally could be led by banks, IT, autos

Devarsh Vakil, Deputy Head of Retail Research, HDFC Securities suggests that for the Nifty50 index to move up from the current levels, bank and IT sectors need to perform and do the heavy lifting

Capital gains tax changes may impact investment behaviour: Rashesh Shah

Buyback and tax-free dividend had a gap and an equalisation was needed. Volumes in F&O trading had gone up rapidly and, in a way, the increase in STT on F&O will protect investor interest, he said

Capital gains tax, valuation woes: No stopping the mid, smallcap bulls

From the July 23 Budget 2024-day low, the midcap and the smallcap indices on the BSE have seen a surge of over 6 per cent and 7 per cent respectively

India's gold demand drops 5% in June quarter; up 14% in value term: Report

Gold demand India: Gold prices, meanwhile, surged 18 per cent year-on-year (YoY) in the June 2024 quarter to $2,338.2 an ounce (oz), and were up nearly 13 per cent when compared with the December 2023

Why is China turning its back to gold jewellery? Chris Wood explains

In dollar terms, gold prices hit $2,331/oz at the end of H1-CY24, according to WGC data, rising 12.1 per cent during this period

FIIs cash out from equities post Budget 2024 on capital gains tax tweaks

FIIs net sold stocks worth Rs 10,712 crore in the cash market, and index futures worth Rs 10,336 crore in the derivatives segment in the three trading sessions post Budget 2024.

Main focus of foreign investors will be on capital gains tax: Mark Matthews

"There were indeed no big-bang announcements, but on the other hand I don't think the market was expecting any"

Brokerages on board with Budget but for capital gains tax curveball

As markets sift the Budget's fine print, they'll also monitor Q1 earnings, monsoon trends, and global factors

Budget 2024 took away property indexation: Gainers, losers, tax calculation

Mumbai and the National Capital Region (NCR) are likely to be hit the most by Budget 2024 property indexation benefit loss, said analysts at CLSA in a note

Zerodha to collect Rs 2,500 cr from STT hike in Budget 2024: Nithin Kamath

STT on derivatives hike in Budget 2024: While unveiling the Budget 2024 proposals, the first budget in the Modi 3.0 regime, FM Nirmala Sitharaman announced a slew of changes relating to stock markets

Realty indexation benefit gone, tax rate cut in Budget 2024. Stock strategy

Union Budget 2024-25 impact: DLF, Brigade Enterprises, Prestige Estates, Godrej Properties and Sunteck Realty dropped up to 5 per cent afer FM proposed to withdraw indexation benefit on house resale.