Page 4 - Puneet Wadhwa

UBS finds emerging markets attractive; India among preferred bets

Improving global and domestic liquidity, persistent underweight positioning by global investors, and a renewed search for geographical diversification further underpin UBS' positive outlook on India

Smallcaps set for worst Samvat in 6 years; Nifty posts single-digit return

BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years

$3500 to $4000/oz: Gold's 36-day $500 gain fastest in history, says WGC

Gold allocations amid the recent sharp run in prices may prompt portfolio rebalancing by strategic investors, WGC believes

Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

Risk-reward is tilting in favour of Indian equities: Sonam Udasi, Tata AMC

If tariff concerns abate, global investors could eventually play catch-up

Time to book profit in gold, silver after 61% jump in the last one year?

Apurva Sheth, head of market perspectives and research at SAMCO Securities believes that the recent buying frenzy in both gold and silver has been led by FOMO - buying out of fear of missing out

We may see fewer IPOs in next Samvat: Samco Group founder & CEO Jimeet Modi

Samco's Jimeet Modi says investors now prize fundamentals over hype - expect fewer but higher-quality IPOs as India's markets evolve into a leaner, value-driven ecosystem

India holds 34,600 tonnes of gold, 3.1x the value of current equity holding

This holding is nearly 88.8 per cent of India's gross domestic product (GDP), the note said; and at the current market value is about 3.1x times the current equity stock holding with Indian households

Commodities booming; other MFs may also halt silver ETF buys: Nilesh Shah

Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said

India sees fourth largest fund raise globally via IPOs in 2025

Of the 161 IPOs that have listed so far over the last 21 months have delivered an average of 22 per cent listing gains, Bernstein said, with over 53 per cent of these having given double-digit gains

Ongoing IPO in 2025 rush limits material market upside: Bernstein

In the last few days, WeWork India, Tata Capital, and LG Electronics India, launched their public issues and aim to collectively raise over Rs 30,000 crore

Past year certainly raised doubts about the bull run, says Mahesh Patil

Aditya Birla Sun Life AMC's Mahesh Patil says headwinds are easing, and the next Samvat could see equities align with economic growth

Gold vs Silver: Where to invest, how much and price targets?

In CY25, spot gold prices in dollar terms rallied 47.3 per cent, while spot silver has surged 62 per cent, outperforming major asset classes

How much gold does the RBI hold in its vaults? Here's a sneak peak

Central banks, WGC said, added a net 15 tonnes to global gold reserves in August, based on reported data from both the IMF and respective central banks.

Goldman Sachs turns bullish on India's aerospace, defense sector

Among individual stocks, Solar Industries, Bharat Electronics, Data Patterns and PTC Industries are Goldman Sachs' top buy ideas, while Bharat Dynamics has been rated Sell'.

RBI's IPO financing norms tweak to deepen primary markets, say analysts

The tweak in the financing norms comes as the primary market is booming with new issues and listings despite a weak secondary market

I'd choose gold and silver over equities in most countries: Jim Rogers

The world is heading into a period of serious problems, and gold and silver are among the few ways to protect oneself. That's been true for hundreds of years and will remain true now, Jim Rogers said

Has the GST reform-led stock market rally turned into a bull trap?

Data shows that over 50 per cent, or 255 stocks, from the Nifty 500 index had slipped below August 14 closing prices amid the over 3 per cent fall in Nifty 500 index from its recent high

Difficult to make case for sustained underperformance: Saion Mukherjee

India's equity story hinges on consumption, selective midcap bets, and FII flows, while IT faces headwinds and banks offer steady value, says Mukherjee

Indian markets may underperform for the next 2 quarters: Jio BlackRock AMC

I expect earnings and fundamentals to recover in a quarter or two, and from March-April 2026, India should resume its long-term uptrend, said Rishi Kohli, CIO, Jio BlackRock AMC in an interview.