Page 44 - Puneet Wadhwa

Should investors rejig portfolio in a rising interest rate regime?

As most global central banks embark on a rate hike cycle to battle inflation, analysts expect markets to remain choppy. Here's a report on where to invest in a rising interest rate regime

RBI's unexpected repo rate hike surprises markets

The hike in repo rate by 40 basis points and a 50 bps hike in the CRR by the RBI took investors by surprise. With the RBI getting hawkish, here's what the road ahead looks like for the markets

Quantum, timing of RBI rate hike has surprised the markets: Analysts

RBI announcement saw the markets tumble, with the S&P BSE Sensex slipping over 1,100 points in intraday deals to around 55,800 levels.

Quantum, timing of RBI rate hike has surprised the markets: Analysts

In the last policy meeting in April, the monetary policy committee (MPC) of the RBI had shifted its focus to tackle the rising inflation in India after the Russian invasion of Ukraine

LIC IPO opens today. Should you subscribe? What brokerages suggest

While LIC policyholders are entitled to Rs 60 discount over the issue price, the retail investors will be offered the issue at a discount of Rs 45 per equity share

Is the US Fed rate hike always bad for equity markets? What analysts say

While the general consensus is of 6-7 rate hikes this year by the US Fed, there are some who expect lower rate hikes and a slowdown in the economy

US stocks are likely to be hit by a wave of redemptions, warns Chris Wood

This process, according to Wood, is already well underway with Netflix now down 69 per cent year-to-date (YTD)

Will markets absorb Fed's half-point whiplash?

At 8.5%, the US is feeling the inflation heat. After the US Fed Chief hinted at a 50-bps rate hike in May, the Indian markets crashed last Friday. Does this mean a bearish market for investors ahead?

A good amount of selling may be over: MIB Securities India CEO Jigar Shah

Jigar Shah, CEO, MIB Securities India, tells Puneet Wadhwa that retail money inflows into markets would decline with the start of the interest-rate expansion.

FII ownership of NSE 500 stocks at 3-year low: BofA Securities

Given the multiple headwinds, BofA Securities expects markets to be sideways the near-term given inflation impacting volume growth and margins across several sectors

Will the RBI's efforts to tame inflation, manage growth fail? UBS thinks so

While the RBI's monetary policy committee kept rates steady in its recent policy review in April, UBS expects the Indian central bank to hike rates starting June 2022

Nomura sees 75bps Fed hike in June, July; markets will absorb it: Analysts

Following the two 75 bps hikes in June and July, Nomura expects the US Fed to hike rates by 25 bps at every meeting scheduled in 2022 and 2023

Don't see significant slowdown in retail flows: Tata AIA Life's Patil

Retail money is a factor in the lack of attractive alternate investment avenues among other asset classes: Patil

Valuations, sharp rise in oil made FPIs nervous since October: Jefferies

In the last six months, the S&P BSE Sensex and the Nifty have slumped around 7 per cent each as foreign investors dumped Indian stocks across the board

Markets not fully pricing in possibility of higher inflation: Analysts

India's March wholesale price index-based inflation (WPI) surged to 14.55 per cent on rising edible oil prices and increase in power prices. WPI inflation in February stood at 13.11 per cent.

Mkt hasn't adequately factored in risks to growth: Nomura's Saion Mukherjee

If inflation-related issues get more structural and last longer, rates can continue to surprise further on the upside, leading to contraction in valuation multiples: Saion Mukherjee

Infosys Q4 result analysis: Buy, sell or hold? What brokerages suggest

The Bengaluru-based IT major saw its revenue rise 23 per cent to Rs 32,276 crore in the recently concluded quarter, as against Rs 26,311 crore in the previous corresponding period

Jan/Feb market sell-off was an just an appetizer: BofA Securities survey

Global growth optimism, according to the survey findings, was at an all-time low, with recession fears surging in the world's investment community.

Gold consumption highest among Indian middle-income group

Weddings were the primary reason for buying gold, with 43 per cent of the Indian households surveyed buying the yellow metal for this purpose

Market being sold a false narrative for past few months: Saurabh Mukherjea

Serious foreign investors - pension funds, sovereign wealth funds, endowments - continue to load up on India, says Marcellus Investment Managers CEO Saurabh Mukherjee