Page 26 - Puneet Wadhwa

I do not think it is time for investors to be fearful: First Global's Mehra

The risk of a large correction or a time to be fearful is when the market is far above the trend line, which is not the case currently, says Mehra

Markets see 70% chance of Modi-led BJP forming the next govt: Jefferies

Out of the last four national elections, the previous two elections results were more on the expected lines, yet the Indian market outperformed MSCI AxJ during the election results period

Powell delivers on expected lines; Indian markets to consolidate: Analysts

The US central bank, Powell said, is prepared to hike the benchmark rates and keep the borrowing costs high until inflation comes in the target range of 2%

Retail trading volumes may bolster momentum: Centrum Broking's S Nayak

Centrum GalaxC will leverage Centrum Group's expertise in wealth management, insurance, and banking to provide schemes for wealth growth, management, savings, and security, said Nayak

Employee costs to haunt Indian IT even as biz prospects improve: Analysts

Indian IT Services companies, Goldman Sachs said, have doubled their market share in the last 10 years to 6.2 per cent of the global IT spending in CY22

Card payments in India to hit Rs 27.9 trillion mark in 2023: GlobalData

To drive card payments and reduce dependence on cash, the government had abolished merchant service fees on transactions with state-owned RuPay cards from January 2020.

Analysts turn cautious on Asian markets; India remains an outlier

Indian markets, analysts believe, are an outlier and can still justify expensive valuations amid a likely recovery in corporate earnings going ahead

'Bond yields could stay under pressure over the next 6 months'

The rupee could continue to see near-term volatility

We've favoured small caps since start of the year: CIO Invesco Mutual Fund

"India is currently experiencing a robust investment cycle that could persist for an extended period"

We are in a world of moderate returns: ICICI Prudential AMC's S Naren

'The biggest challenge is that investors are increasingly focusing on mid- and small-caps, where valuation is costly'

RBI policy: Can higher inflation become the new normal for the markets?

The upward revision in RBI's inflation projection, analysts suggest, implies that the central bank is likely to keep the rates elevated for a longer period of time than what the Street expected.

Goldilocks position for Indian equities is getting questioned: Jefferies

Rising crude oil prices, traction in China equities and high inflation concerns are casting a shadow on the road ahead for the Indian equities, believe analysts at Jefferies.

BofA Securities ups Nifty target to 20,500; sees markets get rerated

The foreign brokerage firm prefers large-caps over their mid-and small-cap peers as the valuations in case of the latter are rich and earnings growth estimates seem stretched.

Expect a time, price correction over next few months: Jyotivardhan Jaipuria

'Returns in the market for 2023-24 (FY24) may have been front-ended, and a period of consolidation will be healthy for the markets'

New era of Indian equity outperformance is dawning: Morgan Stanley

In India, Morgan Stanley believes, the situation is in stark contrast to that in China. India, it said, is arguably at the start of a long wave boom

Fitch downgrades US' rating: How soon can the markets recover?

Stock markets, analysts suggest, are impacted by unexpected events and see a knee-jerk reaction. When market valuations are high, the sell-off, they say, will be sharp

What does Fitch downgrade of US credit rating to AA+ mean for the markets?

The development caused a flutter across equity markets, with most leading frontline global equity indices trading weak on Wednesday.

Broking industry revenues could be healthy in FY24, says Dhiraj Relli

As trading volumes are likely to be firm, broking industry revenues could be healthy in fiscal 2023-24 (FY24), even as the yields may not have much further to fall

Gold demand in India dips 7% YoY in June 2023 quarter as prices rise: WGC

High gold prices, and a knee-jerk reaction to the ban on Rs 2,000 notes during the recently concluded quarter, WGC said, also dented sentiment for gold

Mid, smallcaps reach for the sky despite analysts sounding caution

In July, the S&P BSE Smallcap index surged 7.4 per cent as compared to 5.7 per cent rally in the Midcap index, and a modest 2.8 per cent gain in the Sensex.