Page 44 - Puneet Wadhwa

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

ICICI Prudential AMC's S Naren on his investment mantra and more

Soaring inflation, global central bank policies and the Ukraine war have dampened sentiment across global financial markets. What does S Naren, of ICICI Prudential AMC think of the developments?

Analysts bullish on auto stocks amid govt. measures on fuel, steel price

At the operational level, Nomura sees margin benefit for companies in the backdrop of a cut in steel prices

We have seen a drop in retail participation in cash segment: 5paisa CEO

That said, the derivative market average turnover has improved in May

Are markets poised for deeper cuts down the road?

A sharp selloff hit domestic equity markets yesterday as concerns over high inflation and foreign outflows, butchered bulls. Here's an analysis on what dented investors' sentiment and what lies ahead

TCS, Wipro, HCL Tech, L&T Tech: JP Morgan downgrades Indian IT sector

The brokerage firm has downgraded the Indian information technology sector to 'underweight' as it believes the heydays of the sector are over

Has the crash in mid, small-caps bottomed out?

From their lifetime peaks, broader indices have tumbled upto 20% as against a 13-14% slide in benchmarks. Analysts expect these two segments to rebound once the economic growth prospects become clear

Second half of FY23 is likely to see higher earnings growth: Swati Kulkarni

We can see a possible earnings growth revival in the automobile sector if the raw material pressure softens and semiconductor availability improves

Will govt's divestment enter slow lane after LIC's weak debut?

LIC started its journey at secondary markets on a weak note. While analysts are unperturbed with the stock performance, take a dive into what LIC's weak debut means for this year's divestment target

How have different asset classes fared in 2022 so far?

Investors, who thronged the markets during the Covid-induced sell-off, are looking for cover. Rising interest rates and inflation have taken a toll on sentiment. Find out the road ahead for equities

Muted impact of wheat export ban on India's domestic food inflation: Nomura

If India's wheat ban leads to higher price of substitutes like rice, then there could be upward pressure on other food prices

India is among the least favoured markets in Asia: Sunil Tirumalai of UBS

As liquidity starts drying up, banks rates start rising and market returns struggle, we expect some level of softness in household market allocations, he said

Odds in favour of more near-term correction in Indian stocks: Chris Wood

Chris Wood believes the best way to play Indian markets is the upswing in the Indian property/real estate sector despite the rate hikes by the Reserve Bank of India (RBI)

Equities, cryptos, metals: Most asset classes gave negative return in 2022

These negative returns have largely been triggered by panic selling by new investors who exited in droves in the backdrop of rising interest rates, inflation worries and the geopolitical tensions

Asian, EMs entering the late stages of a bear market: Morgan Stanley

Over the next 12 months, Morgan Stanley forecasts range-bound markets for equities, credit, yields, and the US dollar

Will the market volatility see companies trim IPO size?

Volatility in the secondary market against the backdrop of US Fed rate hike and global crisis made IPOs of LIC and Delhivery trim their sizes. Will more companies follow suit in the choppy markets?

Equity markets are headed towards a bear phase: Mark Matthews, Julius Baer

Business Standard's Puneet Wadhwa speaks to Mark Matthews, head of research for Asia at Julius Baer to get his views on the road ahead for global equity markets as they adjust to rising interest rates

Mid, smallcaps may outperform in 2022 despite near-term headwinds: Analysts

While investors dumped mid-and small-cap stocks as the markets remained choppy over the past few weeks, analysts still expect these two segments to see good interest from a medium-to-long term

What should investors look out for in Q4 FY22 corporate earnings?

What do the Q4FY22 results so far have to say about the state of play in India Inc? Going ahead, what can investors expect in terms of corporate earnings growth of mid-cap and small-cap stocks?