Page 41 - Puneet Wadhwa

'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.

PSUs face further investment apathy; privatisation may struggle: Analysts

The bulk of the earnings reduction over the past two months for the Nifty-50 index, according to KIE, has come from the government's decision to levy new taxes

Plastic ban: Maharashtra, Gujarat among top Indian plastic waste producers

India ranks as the fifth-highest country in the generation of plastic waste with an annual discharge of 3.5 million tonne in fiscal year 2020, according to a note by Kotak Institutional Equities.

Markets unlikely to bottom out soon amid recession fears: Nomura

As regards valuations, Nomura believes stocks have largely (if not fully) priced in expectations of higher policy/discount rates. They expect the markets to remain choppy in the near-term

Feel constructive towards markets with Nifty near 15,000: Andrew Holland

The markets are quickly coming to the realisation that earnings are likely to disappoint, and that analyst forecasts are too high, said Holland

Damocles Sword on oil stocks: Is it time for you to rethink your position?

The government has levied Rs 6 per litre tax on ATF and petrol exports and imposed Rs 13 per litre tax on diesel exports

Is the time ripe for consolidation among new-age technology companies?

A rise in cost of capital has already weighed on the related stocks all across the globe over the past few months

Sectors and stocks to invest in H2-CY22

The first half of the calendar year 2022, which draws to a close now, was marred by external headwinds. We bring you a recap of what all kept traders and investors busy in the last six months

June qtr could see some more earnings downgrades: Anoop Bhaskar, IDFC MF

We have raised cash levels across several of our funds, both for funding redemption pressure as well as pouncing on emerging opportunities, Bhaskar said

Indian stocks set to post their worst half-year performance in two years

Among sectors, the largest decline was seen in metal & information technology (IT) stocks, while relative outperformance was seen in auto counters

How market uncertainty will impact India Inc's fund-raising plans?

India's stock market is passing through rough weather. Will the uncertainty in the secondary markets and rising interest rates impact the fund-raising plans of India Inc.? Here is a quick check

India's retail investors are underweight on equities: Valentis Advisors MD

Central banks are willing to slow down the economy in an effort to rein in inflation, said Jaipuria

Stock market volatility to impact India Inc's fundraising plans: Analysts

Rising interest rates, too, do not augur well for corporate India as they will make raising money via debt expensive

What is Nilesh Shah's take on investors' approach to markets?

Business Standard's Puneet Wadhwa caught up with Nilesh Shah, Group President & MD, Kotak Mahindra AMC on his interpretation of the developments and how investors should approach the markets

5 reasons why BofA Securities has cut year-end Nifty target to 14,500

Clarity on macro and monetary policy outlook in the US/India, it said, is the silver lining that could see markets bottom out by August/September 2022., it said

After Morgan Stanley and JP Morgan, now Jefferies turns bullish on RIL

RIL is a key beneficiary of energy inflation, with every $1 per barrel improvement in annualised refining margins adding an estimated $400-450 million to RIL's consolidated Ebitda, Jefferies said

India now the fourth largest gold recycling country: World Gold Council

Over the past five years, 11 per cent of India's gold supply came from 'old gold'; driven by movements in the gold price

Will buy Indian stocks if Nifty drops to around 14,000 levels: Chris Wood

In the short-term, Wood suggests that investors should sell stocks on a rally. The bet for a sustained equity market rally before 2022 end is a possible change in the US Fed's language, he said

Good chance that foreign money returns around Diwali: Rahul Arora

The biggest silver lining is that the markets always climb the wall of worry and find ways to make new highs, said Arora

What is First Global's Shankar Sharma investment strategy?

Markets are in turbulence. Business Standard's Puneet Wadhwa caught up with Shankar Sharma, founder of First Global, to understand how he's tackling the ongoing headwinds and his investment strategy