Page 42 - Puneet Wadhwa

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

UBS expects retail flows into equity markets to slow amid rising rates

Meanwhile, the $23 billion net selling by FIIs (equity) in the Indian market year-to-date (YTD), is, when adjusted for FII AUM, the most intense in over a decade-surpassed only by the GFC, UBS said

JP Morgan sees RIL at Rs 3170 in a year; upgrades stock to overweight

The brokerage firm cites a positive earnings revision cycle ahead, given the strong refining and gas environment, for the ratings upgrade.

Market coming to terms with structural inflation narrative: M Raychaudhuri

In an Q&A Manishi Raychaudhuri, Asia-Pacific equity strategist at BNP Paribas says he expects the current volatility in Asian and Indian equities to continue over the foreseeable time horizon

Chris Wood rejigs India equity exposure; replaces HDFC with HDFC Bank

In the financial sector, Wood now holds SBI, Bajaj Finance, ICICI Prudential Life, ICICI Lombard and CAMS besides HDFC Bank in his India long-only equity portfolio.

Where are the bond markets headed as RBI mulls rate hikes?

The RBI is preparing the markets for aggressive rate hikes in months ahead. Find out where the bonds and equity markets are headed. And, a look at investment strategies for the next 3-6 months

How much more can LIC shares fall?

Dalal Street's debutant LIC has been on a negative slope even in rate hike scenarios. So, is there any more downside to the stock after a 21% fall from its issue price? Or will it stage bounce back?

I don't see another major FII-driven sell-off: Centrum Broking's Maheshwari

'Primary markets have had a long bull run, with many companies cashing in on the positive sentiment', said Maheshwari

Markets await repo rate hike, liquidity measures by RBI

Retail inflation is highest in the last eight years. Markets expect the RBI to continue on its rate hike path till the inflation beast is tamed. So, what all is priced in and what is not?

Life Insurance Corporation: This elephant can't dance, says Emkay Global

Emkay Global Financial Services, a leading domestic brokerage has initiated coverage on the stock with a 'hold' rating with a target price of Rs 875

Infosys, TCS, Wipro: Is the fall in information technology stocks overdone?

In the last few weeks alone, analysts at JP Morgan, Kotak Institutional Equities and Nomura had sounded caution on the IT sector, suggesting that the heydays may be over, at least for now

Limited downside in markets provided inflation remains in check: Analysts

Peaking of inflation, analysts believe, could put a cap on bond yields and a floor on equity valuations

Disappointment in corporate earnings likely: ICICI Pru AMC's Anand Shah

'There will be a series of rate hikes but the pace and quantum will depend on how the economy in the US and the rest of the world behave,' Shah said

Key lessons for investors from stock market's bear phase in 2010-2011

With the end of easy money, market's risk tolerance is low, and this seems unlikely to change in the near term

Market has started pricing in too much of hawkishness: Jitendra Gohil

'Within the EM pack, barring high valuation, India's fundamentals are superior. But if oil prices spike further, we might see another round of sell-off in India', said Gohil

Investors should sell the rallies; S&P 500 can fall another 10%: Chris Wood

Christopher Wood, global head of equity strategy at Jefferies believes that S&P 500 has more room for downside. Investors, he suggests, should look to exit stocks on any intermittent bounce-back.

Market strategy: Buy in the dip or sell when the markets rally?

Despite several attempts, the indices have succumbed to global and domestic cues. Should you use the current market fall to buy for long term? Are the markets discounting the rate hikes by the RBI?

Market strategy: Time to buy, sell or hold stocks? Here's what analysts say

Timing the markets to catch a low, analysts caution, will not be a wise strategy at the current levels given the slew of domestic and global developments over the next few weeks

After FIIs, will retail investor flows into the equity market also shrink?

Indian markets outperformed even in the recent correction, thanks to retail participation. How are retail investors looking at the macro-economic situation? Can their investments shrink going ahead?

After FII, will retail investor flows into equity market also shrink?

Over past decade, strong retail flows have coincided with declining / low deposit rates, said analysts at Jefferies, who expect the deposit rates to go above the 7 per cent level with a lag