Page 46 - Puneet Wadhwa

Raamdeo Agrawal on investment opportunities after market correction

Business Standard's Puneet Wadhwa speaks to Raamdeo Agrawal of Motilal Oswal Financial Services, to know his take on geopolitical developments and investment opportunities in a corrected market

Rising inflation, travel costs to bite into IT firms' margins: Analysts

This rise in inflation in the US, according to analysts at Jefferies, is one big factor that will see most IT companies hike wages going ahead

What BJP's win in assembly 2022 elections means for stock market investors

Markets have given thumbs up to BJP's victory in 4 of the 5 states in assembly elections. Analysts say the victory will support markets in the medium run, but investors must watch out for headwinds

Funds raised by Indian fintechs sees 296% jump in 2021 at $5.94 bn

Payments, according to the report, was the second-most popular category for US investors, as 167 companies received funding in 2021 in the APAC region.

Markets are pricing in 25 bps US Fed rate hike: Analysts

On its part, the US has been battling a spike in inflation that hit 7.9 per cent in February - a four-decade high. The CPI has not been the highest since January 1982, when it hit 8.4 per cent

US Fed policy and market impact

Investors in India are worried about a possible interest rate hike by the US Fed, which is under pressure to cap inflation. Experts believe that a 25 basis point hike is already penciled in.

This Warren Buffett-owned Indian stock has been a wealth destroyer

In September 2018, Buffet's investment arm - BH International Holdings - invested $300 million, or Rs 2,179 crore, for 2.6 per cent stake in PayTM, which had valued the start-up at $10 billion then.

Foreign investors likely to return to Indian equities soon: Chris Wood

Foreign portfolio investors exited India in droves and have sold stocks since October 2021 amid fears of an earlier and faster-than-expected rate hike by the US Federal Reserve (US Fed)

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

Goldman Sachs sees gold prices hitting $2,500/oz by year-end

Earlier in January, Goldman Sachs had raised their 12-month gold price forecast to $2150 an ounce on the view that an impending US growth slowdown would lead to increased concerns of a US recession

Flows to funds offering exposure to US assets may pick up: Cameron Brandt

I do not see yields climbing as much as some predict, says Brandt

Retail investors rebalancing risk & return expectations: Pradeep Gupta

Anand Rathi Group continues to expect 10-14 per cent returns on bellwether large-cap stocks, says co-founder and vice-chairman Pradeep Gupta

Morgan Stanley cuts FY23 earnings forecast by 8%; lowers Dec Sensex target

In a bull-case scenario (30 per cent probability), Morgan Stanley expects the Sensex to hit 75,000 by December 2022-end and sees the 30-share index at 45,000 by the year-end in a bear case scenario

Will assembly poll outcome be a non-event for the markets?

Markets snapped the losing streak on Tuesday. Nifty ended above 16,000 while Sensex gained 581 points, despite the geopolitical crisis. How will the outcome of assembly polls impact the markets?

Most global indices are near bear territory. Will the Sensex, Nifty follow?

Empirical analysis of past 17 market corrections in excess of 10 per cent, according Antique Stock Broking, suggests that market recoveries are swift with entire losses getting recouped in 3-6 months

Credit Suisse downgrades India to underweight on soaring crude oil prices

Brent crude of $120 a barrel, Credit Suisse estimates, could add $60 billion to India's import bill. Price rises for gas, coal, edible oils and fertilisers could add another $35 billion.

Exit polls hand UP to BJP, Punjab to AAP; but are the markets bothered?

The final outcome of UP will be keenly watched, analysts said, as it will pave the way how Bharatiya Janata Party (BJP) approaches and prepares for the general elections in 2024

Market Strategy: Buy on a dip or sell on a rally?

Nifty50 slipped below 16,000-mark on Monday. Is there more pain in store for the markets or should you use the fall to buy? Business Standard spoke to market experts to know their investment strategy

Markets to consolidate over the next three-six months: Sampath Reddy

Despite the multiple COVID waves, the earnings for FY22 have not seen any significant downgrades and are on-course to deliver about 25 per cent growth

Russia - Ukraine war: Brace for chip shortage, warns Moody's Analytics

During the 2014-2015 war in Ukraine, neon prices went up by several times over, indicating how serious this can be for the semiconductor industry