Page 23 - Puneet Wadhwa

BJP Sankalp Patra: Enough powder to ignite stocks, if investors are patient

Since most proposals will have a long gestation period, the full benefits will be reflected in the revenues of companies, and subsequently the stock prices over time

Indian markets are getting too confident, excited & aggressive: Jim Rogers

War has never been good for the stock markets. The exception is the oil and gold markets where the prices go up, said Jim Rogers, chairman of Rogers Holdings in this exclusive interview.

High anticipation of capital market reforms in the full budget: Lunawat

Some new-age technology companies might be in trouble as the PE tap has dried up. However, one cannot generalise the same for the entire sector, Lunavat said in this interview

Why are gold prices rising? Chris Wood of Jefferies explains

China's official gold reserves, Wood said, have increased by 314 tonnes, or 16.1 per cent, from 1,948 tonnes at the end of October 2022 to 2,262 tonnes at the end of March 2024

Rotation into large-caps could continue ahead of elections: Ritu Arora

Indian markets will witness periodic corrections and provide better entry opportunities over the next year

Are the stock markets prepared for a delay in interest rate cut?

As regards rate cuts, analysts expect the global central banks, especially in Asia, to follow the Fed in rate cutting cycle

Sensex hits 75K in pre-election rally; on track to hit 81,000, charts say

The BSE benchmark gained the last 5,000 points in just four months, with the rally gaining momentum in the last one week on hopes of stronger-than-expected Q4 corporate earnings.

Mobile wallet payments in India to surpass Rs 531 trn in 2028: GlobalData

The value of mobile wallet payments in India, as per a GlobalData report, grew at a CAGR of 72.1 per cent between 2019 and 2023 to reach Rs 202.8 trillion in 2023

RBI wants inflation elephant in the forest. Can pricier oil bring it back?

After witnessing sustained moderation, cost push pressures faced by firms, the RBI said, are showing upward bias

Fundraise via IPOs to hit Rs 1 trillion mark in FY25: Report

The optimism as regards the higher mop-up via the IPO route in FY25, the note said, is mainly on account of buoyancy in the secondary markets

BSE Midcap index hits new high; analysts see more upside in months ahead

The S&P BSE MidCap Index traded higher for the third straight day, rising 3.5 per cent during the period

Bull market ageing, could lose steam from here, says Shankar Sharma

A 'Bull', he said, can at best do a short sprint and needs occasional breaks / pauses to catch its breath before charging again

We don't sense any significant nervousness among investors: Saion Mukherjee

Sticky inflation and delay in rate cuts by the US Federal Reserve can emerge as a concern for the markets

Natural disasters cause $65bn loss in APAC in 2023; 91% loss uninsured: Aon

As per the report, 398 natural disaster events occurred globally in 2023, resulting in an economic loss of $380 billion in the year.

Sensex can hit 77,000, Nifty 23,500 as bull-run to continue in FY25

The broader indices, the Nifty MidCap and SmallCap need to sustain above 48,000 and 7,100 levels, in order to reverse the recent negative sentiment at the counters, suggests technical charts.

Tata powers Rekha Jhunjhunwala's portfolio in 2024; outperforms markets

Of top 10 companies in Rekha Jhunjhunwala's portfolio total 8 stocks have given positive returns; while Metro Brands and Fortis Healthcare recorded negative returns of 11 per cent and 4 per cent

5 reasons why the fall in mid, smallcaps in 2024 is not similar to 2018

The market correction in 2018, analysts believe, was led by several risk events coming together in the same year, which triggered the market bear phase

Our small, midcap portfolios haven't participated in the rally: Marcellus

Given the macroeconomic strengths, the market is pricing in a reasonable earnings growth and hence justifying current valuations, Pramod Gubbi of Marcellus Investment Managers said in this interview

Investor desire for buybacks, dividends highest in 9 years: BofA Securities

40 per cent of respondents surveyed by BofA (62 per cent in December 2023) now expect bond yields across the globe to head lower in the next 12 months

Time to start buying small-cap, mid-cap stocks for the long-term: Analysts

From a near-term perspective, analysts at J.P Morgan expect the small-cap and mid-cap stocks to remain volatile in the coming weeks, with margin funding and investor flows adding to risks