Page 5 - Puneet Wadhwa

Markets seem to have priced in earnings downgrades: Yogesh Patil, LIC MF

Yogesh Patil of LIC Mutual Fund believes that trade near-term uncertainty around trade wars may impact the investment decisions for now.

Brokerages decode DLF Q1FY26 results; check what's in store for the stock

Nomura, HSBC, Nuvama, JM Financial dissect realty major DLF's June quarter results and revise their target price on the counter.

Use any tariff-triggered market correction to buy, says Jitendra Gohil

India is in a unique position where the return on equity for BSE 500 companies is among the best globally, second only to the US, says Gohil

Brokerages size up US's trade punch: Tariff impact seen as limited

Brokerages are hopeful that the final tariff may land lower - 15-20% - as both nations continue to negotiate a solution

Goldman Sachs, Bernstein, Nomura: Brokerages decode Trump India tariffs

Export-oriented stocks, analysts said, can underperform in the near-term. Investor sentiment till trade talks turn positive from here is expected to remain cautious, they suggest

Mid, smallcap indices can dip up to 9% from here; analysts turn cautious

Historically, the combination of narrowing earnings differential, high valuations and prolonged outperformance, Nuvama said, has led to a large period of underperformance for SMIDs (2018-19)

LIC portfolio sees Rs 46,000 crore dent in July; RIL biggest value drag

Meanwhile, four IT companies combined - TCS, Infosys, HCL Technologies and Tech Mahindra - have made a dent of ₹15,321 crore in LIC's portfolio thus far in July

Markets aren't overheated at current levels: Rahul Arora of Nirmal Bang

Markets have already scaled a wall of worry - from tariff tensions and border skirmishes to unrest in West Asia, says Arora

Nuvama, 360One Wealth, Anand Rathi Wealth: Bernstein bets on asset managers

Until now, most wealth was self-managed, or managed by unorganised players. This, Bernstein feels, will change as rising return expectations, product complexity will trigger demand for professionals

India credit, charge card payment market to cross $300bn in 2025: Report

An important factor contributing to this uptrend in India, GlobalData believes, is the availability of installment facilities

India relatively safe amid trade uncertainty; remain overweight: JP Morgan

Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance

Jane Street episode unsettled some institutional investors: Jignesh Desai

Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme

Street Signs: Nifty adrift in choppy waters, IFSCA nets ghost firms, more

Nifty logs third straight weekly drop amid earnings jitters; IFSCA takes action against ghost firms in GIFT City; IPO pipeline swells ahead of July 31 deadline

Has TACO trade in stocks run its course? Chris Wood of Jefferies decodes

From a market standpoint, Wood believes, it is just a matter of time before the negative impact of tariffs starts to show up in the macro-economic data

Bernstein expects markets to consolidate; sees Nifty at 26,500 by 2025-end

As a strategy, they have moved utilities sector to equal weight. Financials, Telecom, small discretionary, remain their overweight sectors.

Gold prices can rise up to 15% by December-end in bull-case scenario: WGC

In their bear-case scenario, WGC sees gold prices dip 12 - 17 per cent in H2-CY25 finishing 2025 with positive but low double-digit (or even single-digit) return

NSE ranks fourth on the global IPO offering league table in H1-2025

The top three spots as regards offerings were occupied by the Nasdaq Global Market, NYSE and the Nasdaq Global Select Market that offered to raise $28.95 billion in H1-CY25

Expect FIIs to influence market returns in the near term: Harish Krishnan

Harish Krishnan, co-chief investment officer and head of equity at Aditya Birla Sun Life AMC talks about the outlook for flows into EMs, reshaping the portfolio of their firm and more

Earnings recovery critical for market rerating, says Sailesh Raj Bhan

Equity markets have spent nearly nine months consolidating since June 2024, says Bhan

Beyond the Street: Shankar Sharma on return on equity in life, markets

'For 40 years, India valued only technical skills. IITs, coding - that became everything. Soft skills were sidelined. But those are the skills that will keep you employable now, not technical skills'