Page 45 - Puneet Wadhwa

India home to 12 real estate billionaires; Rajiv Singh of DLF the richest

A large part of the rise in the fortunes of these realty barons is attributed to a rally in the real estate stocks at the bourses. For the year under review, the BSE Realty index gained 55 per cent

Over half of Nifty500 stocks trade above 200-DMA; analysts see more upside

Nifty 50 is back to 18,000, still half of Nifty 500 stocks trade below 200-DMA

HDFC, HDFC Bank merger: Analysts see banking industry consolidating

The banking sector, according to analysts at ICICI Securities, has been underperforming at the bourses against the overall market in the last six months largely due to credit growth concerns

FIIs may remain on sidelines for some time: Julius Baer's Ashish Gumashta

Our global desk currently maintains an 'overweight' rating on India with a Sensex target of 66,000

Petrol, diesel prices can rise by Rs 12, LPG by Rs 280 a cylinder: Nomura

Besides the petrol, diesel and LPG prices, compounding the woes for manufacturers and consumers alike is the sharp hike in prices of natural gas starting April 1 for a period of six months

Will dominance of small caps continue in FY23?

The frontline indices are set to close FY22 with a double-digit return. The dark horse was the small-cap segment that outperformed its larger peers. Will this dominance continue in FY23 as well?

Goldman Sachs cuts 2022 FPI flow projection to India by over 80% to $5 bn

Equity inflows over the last three years from 2019-2021, according to a note by BofA Securities, totaled over $40 billion, out of which nearly $14 billion has left in the first quarter of 2022

Small-caps steal a march over Sensex, Nifty; index zooms 35% in FY22

Most analysts expect the markets to remain choppy in FY23 amid multiple headwinds. The ongoing geopolitical crisis, they feel, will keep commodity prices elevated and market gains in check

ITC stock outperforms peers in March

ITC stock has finally started to move. If analysts are to be believed, there is more headroom in this counter. Here's a quick check on how fundamental analysts see ITC do over the next few months

Rising raw material costs make analysts cautious on realty stocks

Over the last one year, developers' average cost of construction has risen 10 - 12 per cent, owing to higher input cost due to supply-side constraints

FY23 to set new IPO fundraise record

After a blockbuster last year, Indian primary market is set to break its record in the next fiscal year. Our next report does a quick check on what's in store for the primary markets in FY23

Post record Rs 1.1 trn FY22 IPO fundraise, next fiscal may set new record

54 companies plan to raise Rs 1.4 trillion in FY23 after 52 Indian corporates raised an all-time high Rs 1.11 trillion through initial public offers (IPOs) in FY22, Prime Database report said

More pain ahead for FMCG stocks as input costs bite

Despite being considered a safe bet in a choppy market, investors have dumped FMCG stocks in the past few months. Let's find out what is pushing investors away from these counters

Return from well-managed portfolios may be 15-20%, at best: P Kacholia

The domestic market being in a cyclical bull run, the more prudent thing would be to buy on dips, said MD Kacholia

'Indian equities are not a bargain buy at the current levels'

Business Standard's Puneet Wadhwa speaks to Dan Fineman, Co-head of APAC Equity Strategy at Credit Suisse on the extent to which the markets are pricing in the negatives, and his investment strategy

Analysts see more pain ahead for FMCG stocks amid rising input costs

Instead of a recovery in gross margins in fiscal 2022-23 (FY23), Jefferies now builds-in 50-200 basis point (bps) YoY decline, assuming crude stays closer to $100 a barrel and palm oil at $1,500/MT

4.8% of $10.7 trillion Indian household assets are in equities: Jefferies

Equities as a percentage of households net worth has risen to an all-time-high as of March 2022

Market divided over interest rate outlook, tightening: Andrew Holland

The main worry for the markets remains a policy misstep by central banks in not tackling inflation or being too aggressive, leading to a sharp economic slowdown, says Andrew Holland

Not taking any bold decisions other than tactical allocation: JM Financial

SATISH RAMANATHAN, chief investment officer for equity at JM Financial Asset Management says the investment firm has increased cash levels marginally across portfolios to ride out the volatility.

Markets are not fully pricing in fuel-led inflation yet, say analysts

Retail prices of petrol and diesel had been on a freeze since October 2021 when crude oil prices were hovering around $80 a barrel