Page 49 - Puneet Wadhwa

What is Nilesh Shah's take on investors' approach to markets?

Business Standard's Puneet Wadhwa caught up with Nilesh Shah, Group President & MD, Kotak Mahindra AMC on his interpretation of the developments and how investors should approach the markets

5 reasons why BofA Securities has cut year-end Nifty target to 14,500

Clarity on macro and monetary policy outlook in the US/India, it said, is the silver lining that could see markets bottom out by August/September 2022., it said

After Morgan Stanley and JP Morgan, now Jefferies turns bullish on RIL

RIL is a key beneficiary of energy inflation, with every $1 per barrel improvement in annualised refining margins adding an estimated $400-450 million to RIL's consolidated Ebitda, Jefferies said

India now the fourth largest gold recycling country: World Gold Council

Over the past five years, 11 per cent of India's gold supply came from 'old gold'; driven by movements in the gold price

Will buy Indian stocks if Nifty drops to around 14,000 levels: Chris Wood

In the short-term, Wood suggests that investors should sell stocks on a rally. The bet for a sustained equity market rally before 2022 end is a possible change in the US Fed's language, he said

Good chance that foreign money returns around Diwali: Rahul Arora

The biggest silver lining is that the markets always climb the wall of worry and find ways to make new highs, said Arora

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

Why US Fed's rate hike failed to calm markets?

The S&P BSE Sensex and Nifty50 indices hit 52-week lows on Thursday, as economists fear a recession could be around the corner for the US. Markets watchers see more pain ahead for the Indian markets

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