Page 24 - Puneet Wadhwa

Sectors & stocks analysts are betting on post the state poll outcome

This boost to the investor sentiment, said analysts at Jefferies, should augur well for domestic cyclical sectors

Will markets extrapolate state poll outcomes to general elections in 2024?

Meanwhile, last week, the S&P BSE Sensex gained 2.29 percent or 1,511 points to end at 67,481 levels, while the Nifty50 gained 473 points, or 2.39 per cent, to 20,267 levels

S&P Global, Morgan Stanley peg India's GDP growth at 6.4% in 2024

Those at Goldman Sachs, on the other hand, see the Indian economy growing a tad lower at 6.3 per cent in the year ahead.

L&T, RIL, AU Small Finance Bank: Chris Wood rejigs India equity portfolio

This, he wrote in his weekly note, GREED & fear, will be paid for by reducing the existing investments in Bajaj Finance, Oil & Natural Gas Corporation (ONGC), and Reliance Industries (RIL)

Sensex at 86,000; Nifty at 21,800: How foreign brokerages see mkts in 2024

The upcoming general elections in April/May 2024 are expected to add volatility to the Indian markets, keeping investors on their toes

Samvat 2079: Mid, Small-cap indices set to post 2nd best show in 9 years

As many as 497, or half of 1050 stocks, from the midcap and smallcap index have outperformed the all benchmark indices and appreciated over 35 per cent during Samvat 2079

Upcoming state elections not much of a worry for markets: Analysts

This, they believe, is because the electorate votes differently in state and general elections. On their part, the markets, they said, are only looking for a stable regime and policy continuity.

UBS is underweight on Indian equities within EM/Asia: Sunil Tirumalai

Valuations in India, he said in this interview, are pricing a lot more 'sentiment' premium than what fundamentals of the stocks can explain

BS BFSI Summit: India is world's best growth story, says Christopher Wood

Markets may correct 25% if BJP loses in 2024: Chris Wood at BS BFSI Summit

Markets may ignore West Asia events till there's no invasion: Chris Wood

Over the past few weeks, equity markets have reacted sharply to the developments in West Asia with most frontline indices across the globe slipping 1 per cent to 7 per cent.

Sensex, Nifty in a downward spiral. Are the markets in an oversold zone?

The S&P BSE Sensex has lost nearly 3 per cent thus far in October, and down almost 6 per cent from its 52-week high level of 67927.23 hit on September 15, 2023.

RIL, HUL, ITC: Top 50 APAC firms lose over $185 billion in m-cap in Q3

Reliance Industries (8 per cent), Hindustan Unilever (7.9 per cent) and ITC (1.3 per cent) were the Indian companies that saw a drop in m-cap during the recently concluded quarter

There is no better investment in long run than equities: Samir Arora

SAMIR ARORA, founder and fund manager of Helios Capital, is on the cusp of launching a mutual fund (MF) business in India

Israel-Palestine war: Markets not pricing in an escalation, says Chris Wood

An immediate fallout of the developments has been on crude oil prices, which are now nearing $94 a barrel (Brent crude), rising nearly 12 per cent from $84 a barrel a fortnight ago

Billion-dollar shake-up: Global tech firms shed over $600 bn m-cap in Q3

Adversely affected by high bond yields, AI market decline, and sluggish global economy, exacerbated by soaring oil prices

It's time for bottom-up stock picking, says Anand Rathi's Varun Saboo

"The Indian economy and the fundamentals of India Inc are standout, but valuations, on the whole, have become rich," Saboo says

Global funds are beginning to pay more attention to India: Chris Wood

Any correction in the Indian stock markets should be used to buy property, banks and industrial stocks, he advised

We've been exploring themes with secular implications: Prakash Kacholia

The strong first-quarter FY24 earnings are expected to normalise in the coming quarters, with a potential growth rate of 20-22 per cent, said Kacholia

Current market action looks similar to October 1987 crash: Chris Wood

The 10-year Treasury bond yield rose by 203 basis points (bps), climbing from 8.2 per cent on June 17, 1987, to 10.23 per cent on October 15, 1987

Markets in a correction mode: It's your portfolio. Make it large!

The run-up in the markets in these last few months, analysts at HSBC said, has made investors nervous about the markets amid multiple headwinds