Page 40 - Puneet Wadhwa

Spectrum auction and outlook for telecom stocks

The telecom stocks are back in the limelight amid the spectrum auction by the government. But are they worth your hard-earned money? Let's find out

Rs 1.64-trn revival package for BSNL comes too late in the day: Analysts

The government should have merged BSNL and MTNL, and then looked at such a move, says an analyst

Monsoon woes: Is India staring at higher food price-led inflation?

However, if monsoon progress in August and is geographically more even, Nomura believes Kharif sowing could still pick up going ahead, which in turn could keep food prices and inflation under check.

Despite headwinds, Jefferies recommends buying Zomato stock. Here's why

With the sharp fall in its share price since listing, analysts at Jefferies suggest long-term investors 'buy' the stock

US Fed meeting, and will the markets see a sell-off again?

Global financial markets are waiting with bated breath for the outcome of the two-day US Federal Reserve meeting this week. Let's find out what leading analysts expect from the US central bank

Earnings growth will decide the pace of market recovery: Rajat Rajgarhia

'Now valuations have become more reasonable and trade at long-term averages. More importantly, there are palpable signs of peak inflation behind us'

Sensex at 85,000; Nifty at 25,000 by 2024? It's very much possible

However, for the markets to achieve this ambitious target, a number of variables at the fundamental level first need to fall into place to complete the jigsaw puzzle

Stocks and sectors to bet on as the US economy faces a recession

Analysts expect the US economy to enter a recession in a few months. The impact will be felt across global financial markets. Which sectors and stocks are investment-worthy amid this uncertainty?

Morgan Stanley cuts India's FY23 GDP forecast to 7.2%

It sees downside risks emanating from a weaker than expected global growth trend, supply-side-driven commodity price shock and faster than warranted tightening of financial conditions

Markets should be able to withstand inflation up to 8%: Credit Suisse

The key risks to India's economy, and thus the markets, stem from crude oil prices and a worsening balance-of payment situation, Credit Suisse analysts said

Market may be less sensitive to Fed meetings in H2CY22: Bernstein MD

'We still see a range-bound market but have lowered the range to 13,500-16,000 for the Nifty50'

No relief for markets as Fed gets aggressive to tame inflation: Chris Wood

The latest consumer inflation (CPI) print in the US for June came in at 9.1 per cent - the highest reading since 1981, and surpassed most analysts' expectations, who had pegged this at 8.8 per cent

Nomura cuts 2023 India GDP forecast to 4.7% amid recession fears

Despite the government's recent fiscal steps to counter inflation, Nomura believes, there are upside risks to inflation from the continued pass-through of higher input costs

Mid, small-caps shine; will their outperformance last?

Mid-and-small-caps indexes have outperformed their large-cap peers in July so far. So what is attracting investors to these two market segments, and will this outperformance last?

Is it a good strategy to invest in gold right now?

With financial markets facing a turbulent time, is it a good strategy to seek refuge in gold? What are the key factors that you must keep in mind before investing in the yellow metal?

Wipro, Tech Mahindra: Jefferies downgrades six IT stocks on recession fears

Earlier in May, analysts at JP Morgan had downgraded the Indian IT sector citing growth concerns. Rising margin headwind in the near-term, JP Morgan had said then, was one of the key concerns.

Some moderation in domestic flows cannot be ruled out: Rahul Singh

'Our investment strategy has been to stay balanced between growth and value, with higher interest rates likely to make markets much more valuation-conscious than in the past few years'

Inflation risk has peaked in Asia; rate hikes may moderate: Morgan Stanley

Inflation as measured by the CPI index stood at 7.04 in May 2022, higher than the Reserve Bank of India's (RBI's) comfort zone of 2 - 6 per cent

Where are crude oil prices headed?

West Texas Intermediate, or WTI crude futures slipped below $100 a barrel mark for the first time since May 11 on Tuesday. Is the era of high oil prices getting over, or was that a temporary blip?

'Long-term capital gains tax relief will be a game-changer for the markets'

Retail investors in India are by default optimistic. They are strong believers in the long-term story of India, and rightly so, says Sandeep Bhardwaj of IIFL Securities.