Page 29 - Puneet Wadhwa

HDFC Bank stock to see inflow of $29 million on NSE rebalancing: Nuvama

HDFC Bank's weight in the Nifty Bank index may rise from the current 26.3 per cent to 27.3 per cent

Analysts struggle to find investment-worthy themes in the current market

Sectorally, the realty, auto, healthcare and capital goods indices are the top performers so far this fiscal, while the benchmark S&P BSE Sensex has gained around 7 per cent.

Equity, oil markets can breathe easy for now as tension in Russia cools off

Analysts believe, the progress of monsoon, FII and DII fund flows and the upcoming Q2 earnings, are the key triggers for Indian markets

Indian market has breadth and depth of firms to invest in: Sukumar Rajah

Our biggest overweight by sector is financial, where our top holdings include ICICI Bank and HDFC Bank. This reflects our optimism about the outlook for investment and consumption in the economy

Markets are pricing in some risks to growth: Julius Baer India's Kulkarni

India has emerged as a favourite destination for investors amid global developments, and the growth prospects here are catching the attention of many, says Unmesh Kulkarni, MD, Julius Baer India

How to play the artificial intelligence theme in markets the Chris Wood way

That said, Chris Wood believes that the 'picks and shovels theme' for AI remains the most compelling story for now, which is why Nvidia remains his core holding despite valuation at 41x sales.

Nifty FY24 earnings growth at 20% to outperform most Asian peers: Jefferies

Among sectors, Jefferies expects the consumer discretionary and staples sectors to see a margin expansion of 2.4 / 0.7ppt in FY24.

JP Morgan downgrades Indian IT sector to underweight from neutral

Infosys, TCS, MphasiS on JP Morgan's negative catalyst watch. Here's why

Clean energy a $2 trillion opportunity for RIL: Bernstein report

RIL could potentially achieve around $10 billion of revenue from new energy business in 2030

MRF hits Rs 100,000 mark; stock touches record high on the BSE

So far in the current calendar year 2023, MRF has outperformed the market by gaining 14% on improved financial performance. In comparison, the S&P BSE Sensex gained 3% during the period

El Nino biggest immediate risk for the markets; not priced in yet: Analysts

Less-than-expected rainfall and a poor spatial distribution, experts say, can rekindle fears of a rise in food and fuel inflation that can have an impact on the RBI's monetary policy.

Stay put in investment-worthy stocks for at least a year: Kisan R Choksey

Making money fast is not possible in the stock market; one needs to hold the stock/shares for at least a year,

BSE Smallcap index hits record high; experts see more upside

Aurionpro, BDL, Centum Electronics, Cigniti Techno, Data Patterns, Dreamfolks, Fusion Micro, IOX Exchange, KDDL, Mahindra CIE, Safari Ind and Syngene hit their respective all-time highs today

Indian markets can withstand a somewhat expensive multiple: Jonathan Garner

For foreign investors, there is a good opportunity to buy Japan, Korea and Taiwan in the Asian region, he said in this exclusive interview on the sidelines of the Morgan Stanley India Investment Forum

Over half of NSE 500 stocks deliver 10x return in 20 years: Goldman Sachs

Some of the prominent Indian stocks that delivered over 10x total returns over a 5-year rolling period since 2000 include Westlife Foodworld, Bharti Airtel, Adani Total Gas, said the report

Indian markets have limited upside in the near-term; buy the dips: Nomura

Nomura prefers domestic-oriented sectors and companies over exporters, and prefers stocks that provide valuation comfort

There is caution among retail investors, says Sharekhan's Gaurav Dua

The one-way rally in the broader market lasts for 17/18 months (on average) and is followed by a corrective phase of 18-24 months

Corporate earnings growth to drive the next leg of market rally: Analysts

While consensus earnings growth expectations for Nifty50 at 8.6% for FY23 have come down from over 11% at the start of the year, FY24 expectations at 19.2% YoY remain broadly stable

Rakesh Jhunjhunwala's portfolio up 11% thus far in FY24; beats markets

At an aggregate level, Jhunjhunwala's portfolio that was valued at Rs 32,445 crore as on March 31, 2023 is now worth Rs 35,979 crore

'CY23 will be a volatile but rewarding year for Indian equity investors'

We expect high single-digit to low double-digit returns for equities in CY23, with preference for mid-caps over large-caps, Jitendra Gohil, director, global investment management at Credit Suisse