Page 34 - Puneet Wadhwa

Does 2023 belong to the Bulls, or will the Bears reign supreme?

Business Standard's Puneet Wadhwa caught up with Abhiram Eleswarapu, CEO and head of India equities at BNP Paribas on how he thinks equity markets will play out in 2023, and his sector preferences

Charging bulls or grappling bears? Stocks & sectors to buy and sell in 2023

Here's how leading brokerages and research houses expect 2023 to play out for the equity markets, and their sector preferences

IT stocks tumble as Credit Suisse warns of valuation-led correction

Indian IT valuations, the brokerage and research house argues, are at large premium to history despite material correction from the top

Podcast: What will guide oil prices in 2023?

From the high of $120 per barrel in June to the low of $75 per barrel in December, Brent crude oil prices have literally gone up and down. What will guide oil prices in 2023?

RBI monetary policy review: Is it time to pick fixed-income securities?

Despite a repo rate increase on expected lines, equity markets edged lower as the governor rang alarm bells over sticky core inflation

Are the markets fully pricing in recession fears?

Business Standard's Puneet Wadhwa spoke to Jitendra Gohil, Director, Global Investment Management, Wealth Management, India at Credit Suisse on how the markets may play out over the next few months

Chris Wood rejigs India portfolio; adds Macrotech Developers, Adani Ports

In terms of sectors, Wood remains bullish on the real estate sector and suggests the Indian realty market to be one of Asia's hottest investment bets, besides Singapore

Stock performance remains polarized even as Sensex, Nifty scale new highs

Morgan Stanley remain bullish on consumer discretionary, industrials, financials, and technology; and remain underweight all other sectors

Nifty on track to hit 20,000; Sensex target at 70,000 levels: Analysts

Meanwhile, the market's attention in the next few weeks will shift to the outcome of the Gujarat assembly election and the monetary policy action of the Reserve Bank of India (RBI)

What's powering the rally in Reliance Industries' stock?

Another key reason for the recent stock surge, according to analysts at Jefferies, is the hope that the government may withdraw export duties on diesel and aviation fuel

Our goal will be to go public within the next three years: Mohit Batra

MarketsMojo is the first platform to cover all publicly traded companies, portfolio advisories, model portfolios, and equity market data.

Will Indian equities be able to tide over emerging risks?

From high valuations to moderation in growth, analysts say risks are emerging for Indian equities, and investors need to be careful in their approach. But are the risks too strong for India?

Valuation, capital gains tax treatment key risks for the market: Analysts

The government, reports suggest, may rationalise long-term capital gains tax (LTCG) structure by bringing parity between similar asset classes

Crude oil prices can rise up to $110 a barrel in 2023, say analysts

Brent crude oil prices have slipped nearly 15 per cent in the last few weeks, from a peak of around $98 a barrel to a little over $83 a barrel now despite OPEC+ cutting supply

Will the rally in the broader markets continue?

Investors have moved past inflation and rate-hike worries, thus enabling Sensex and Nifty indices to scale new highs. But will this momentum, which has also spread to the broader markets, sustain?

Raymond, Coal India: Over 60% of Nifty500 stocks trade above 200-DMA

Given the recent underperformance of the mid-and small-caps compared to their larger peers, analysts expect these two market segments, especially the small-caps, to catch up now

Sensex can hit 80,000 by December 2023 in bull-case, says Morgan Stanley

As their base-case, however, Morgan Stanley sees the S&P BSE Sensex to scale up to 68,500 levels - up 10 per cent from the current levels.

Is the Indian stock market losing steam?

Global equity markets are now looking to make up for their underperformance of the past few months. But analysts caution that rally in the Indian markets could take a backseat during the rest of 2022

Indian markets are likely to underperform peers in the short-run: Analysts

Among the lot, US equities still have a lot of room to catch up as the US Federal Reserve (US Fed) slows its pace of rate hikes, analysts say

Are OMC stocks a good bet at the current levels?

Geopolitical tensions have pushed the prices of brent crude oil by 13% in the last one year. Find out the scenarios that may play out in the oil market next year, and what it means for investors