Page 35 - Puneet Wadhwa

Analysts see pressure on RIL, OMC's profitability amid firm oil prices

Their expectation is based on the recent action in October by the OPEC of cutting production by 2 million barrels per day. This suggests that the OPEC is looking to defend price, they said

What's worrying S Naren when it comes to equity markets?

Fear of recession is forcing tech giants to tighten their purse strings. But, markets back home look unperturbed by it. What does S Naren, Executive Director and CIO at ICICI Pru AMC, think of this?

Is investors' love for digital India over?

Shares of companies within the ambit of digital theme have succumbed to the turmoil in the global tech industry as recession fears continue to rise. What do experts recommend against this backdrop?

IRCTC, Zomato, Infosys: Is investors' love for digital India over?

Some of the other 'digital / new-age' companies debuted at a steep valuation compared to the traditional technology firms. The rally fizzled out as they failed to make a decent profit

Will Sensex and Nifty scale new highs before 2022 ends?

Key benchmark indices are now within a striking distance of touching all-time highs after Friday's rally. Let's delve into the factors that can lead the benchmarks to new summits in the near term

Analysts see more legs to the market rally amid intermittent corrections

Analysts think it will not be a runaway rally from here on as the market valuations seem expensive

Can the outcome of US midterm election trigger a market rally?

The US midterm elections have historically marked bullish pivot points for the stock market, notwithstanding the outcome. Will this time be any different? And will this money chase Indian equities?

Pakistan stock market attractive on valuation, dividend yield: Chris Wood

The MSCI Pakistan Index, according to Wood's note, is trading on 3.7x forecast 2023 consensus earnings and a 2023 forecast dividend yield of 10.2 per cent

Is geopolitics a bigger worry for markets than rate hikes?

After the Russia-Ukraine war, fresh geo-political tensions are brewing in other regions too. Will these global worries affect markets globally? Are they a bigger worry than central bank policy action?

Geopolitical situation a bigger worry for markets than rate hikes: Analysts

According to reports, North Korea has fired at least one ballistic missile toward its eastern sea, the latest in a series of weapons tests that have raised tensions in the region

Should you buy, sell or hold Bharti Airtel post September quarter numbers?

Here's how leading brokerages have interpreted Bharti Airtel's September 2022 quarter (Q2FY23) numbers

US markets set for a year-end rally despite recession concerns: Chris Wood

A rally in the US markets amid hope of a softer central bank (US Fed) action going ahead, analysts believe, has the potential to fuel a rally in other global equity markets, including India

Will the primary market revival suck out secondary market liquidity?

As market sentiment turns positive for India, 10 firms are looking to raise Rs 9,000 cr via IPO over the next 45 days. Will the primary market activity suck out liquidity from the secondary markets?

'It will continue to be a rough ride, with few places to shelter'

'It will continue to be a rough ride, with few places to shelter. Geographically and geopolitically the US, despite being in the middle of much of the turbulence, should continue to be an attractive '

Indian markets set to post worst Samvat show in 7 yrs; smallcaps outperform

FPIs offloaded nearly Rs 2 trillion ($265 billion) in Indian equities during Samvat 2078, data show.

What drove markets down the drain in Samvat 2078?

Equity markets battled a number of headwinds in Samvat 2078. As we enter Samvat 2079, we take a step back to delve into what led to a disappointing Samvat 2078 since last Diwali. Here's a report

Markets may bottom out soon, but a sustained recovery is unlikely: Nomura

A sustained recovery in Asian markets, Nomura said, will largely depend on how the Covid situation and the ensuing curbs put in place to combat the pandemic in China plays out going ahead

How does Andrew Holland see markets play out in Samvat 2079?

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies spoke to Business Standard's Puneet Wadhwa on the opportunities and pitfalls investors should be mindful of in Samvat 2079

Upbeat housing demand to lift realty stocks despite rate hikes: Analysts

While rising interest rates are expected to hamper affordability among buyers, analysts expect the underlying need for homeownership to remain strong, which would buoy housing sales going ahead

We prefer a bottom-up approach in this environment: Satish Ramanathan

SATISH RAMANATHAN, chief investment officer for Equity at JM Financial Asset Management shares his outlook for the markets and his sector preferences