Page 37 - Puneet Wadhwa

Equities, gold, FDs: Where should you invest as global headwinds blow?

The sharp reversal in the interest rate regime by global central banks and high inflation has eroded returns from equities. Where should an investor, with a surplus investable amount, put their money?

Equities, Gold, FDs: Where should you invest as global headwinds rise?

With the domestic economy looking ripe to shine despite a possible global recession, analysts recommend investors look at investing a bulk of their investable surplus in equities

Is the recent selling in markets overdone?

The US Fed delivered third large rate hike last week with over half of Nifty500 stocks slipping below their key moving averages. Is this fall set to continue or is the recent selling an overreaction?

Over half of Nifty500 stocks dip below their 200-DMA. Is the fall overdone?

The fresh sell-off on Monday pulled another 37 stocks below 200-DMA taking the total tally to 268

Markets may remain volatile with selling bias: IIFL Securities chairman

In a Q&A, R Venkataraman says the markets seem to be hoping against hope that rate hikes will not need to be sharp going ahead so as to trigger a global recession

Paytm is one of the most compelling growth stories: Goldman Sachs

The global research and broking house suggests investors buy the stock at the current levels and maintains a 12-month target price of Rs 1,100 on the counter

Analysts cautious on Fortis Healthcare post SC verdict; stock tanks 18%

Apart from a forensic audit in the Fortis-IHH deal, the Supreme Court on Thursday also announced a jail term of six months for Malvinder Singh and Shivinder Singh in the Daiichi-Fortis case.

Have the Indian stock markets rallied too fast, too soon?

Until the S&P BSE Sensex and Nifty50 do not break 57,000 and 17,000 levels, there are higher changes of touching 64,000 and 19,000 levels.

India's rich club grows to 1,103; Zepto's Kaivalya youngest in Hurun list

More than 82% of the billionaires on the list are above the age of 50, and only 0.6 per cent of the rich in the list are below the age of 30, said the Hurun India study

'Investors are building all data points into their market assessment'

Ajay Argal of Franklin Templeton believes that any change in stance to lower the pace or the quantum of rate hikes could provide an interim positive trigger for the markets.

Gautam Adani earned Rs 1,612 crore a day in 2021: Hurun India

Adani was far ahead of Reliance Industries' chairman Mukesh Ambani (Mukesh Ambani & family), whose wealth rose 11 per cent in the last one year

Global wealth up 9.8% YoY at $463.6 trn in 2021; India, China lead the way

India, Credit Suisse said, saw a 12 per cent year-on-year (YoY) rise in total household wealth in 2021 to $14,225 billion

Broking biz will flourish for those who constantly upgrade: Emkay Global MD

"Maximum returns are seen when small-caps of yesteryear become mid-caps of today and large-caps of tomorrow", says Krishna Kumar Karwa

Global stock markets can retest June 2022 lows, cautions Chris Wood

Most global markets have staged a smart recovery since their June 2022 lows. The S&P BSE Sensex has outperformed its peers with a rise of around 13 per cent since then

Fitch cuts India FY23 GDP growth forecast to 7%; world GDP growth at 2.4%

At a more macro level, Fitch now expects world GDP to grow by 2.4 per cent in 2022 - revised down by 0.5 percentage points (ppt) since the June assessment

'Risks to global markets could arise from central bank rate actions'

Market is building an earnings growth of 10-12 per cent for FY23, which seems achievable given the present earnings momentum and economic outlook, says Sanjay Chawla of Baroda BNP Paribas MF.

Global fund managers 'super bearish'; cash allocation at 20-year high: BofA

Global growth expectations, the survey findings suggest, were near all-time lows with a net 72 per cent respondents expecting a weaker economy in 2023

Is the worst over for global equity markets?

Business Standard's Puneet Wadhwa spoke with Mark Matthews, head of research for Asia at Julius Baer to understand what he makes of the current market rally and if the worst of inflation is behind us

Analysts bullish on banks, defence-related plays in the PSU pack

The rally in PSU pack thus far in CY22 was mostly led by stocks from the banking and defence-related verticals, while those of oil & gas and metals & minerals did not contribute much

DIIs have been circumspect about market rally: Aditya Birla MF CIO

"Correlation of Indian markets with Chinese equities has fallen sharply in recent months", says Mahesh Patil