Page 51 - Puneet Wadhwa

US Fed prepping the markets for taper; a correction will be good: Analysts

Most Asian market equities - Nikkei, Sensex, Hang Seng and Kospi - lost ground in trade on Thursday as a result of the overnight development

Consumer discretionary index hits all-time high; analysts see more upside

The recent optimism at the bourses stems from the hope that consumers will resort to 'revenge buying' once the lockdown condition is lifted following the second wave of Covid infections receding

India Inc earns 72% of revenue from the domestic market: Morgan Stanley

On an aggregate basis, 72 per cent of EM companies' revenues come from their home country

Reliance Power, Reliance Infra: ADAG stocks on a roll. What's driving them?

Analysts attribute sudden interest in ADAG stocks to the anticipation of the company becoming more proactive and aggressive to prune its debt obligations

Broader market will be fairly directionless and sideways: Mark Matthews

The world stock market has doubled in value from its low in March last year, and we think it now reflects 90 per cent of the post-pandemic economic recovery.

Opportunity for potential vaccine entrants in India shrinking: Analysts

The government has recently set the maximum price that private hospitals can charge for the three Covid-19 vaccines currently available in India

Nomura ups India's 2022 GDP forecast to 7.7%; sees inflation at 5.3%

GDP, according to their estimates, is likely to contract by 4.3 per cent quarter-on-quarter (q-o-q) in Q2, much smaller than during the first wave (-24.7 per cent)

'Dec'21 Nifty target of 16,500; still a lot of opportunity in large-caps'

Piyush Garg, executive vice-president & CIO PMS, ICICI Securities shares his views on the road ahead for the markets and the investing strategies one should adopt

RBI lowers FY22 GDP forecast to 9.5%, CPI inflation projected at 5.1%

Going forward, the inflation trajectory is likely to be shaped by uncertainties impinging on the upside and the downside. The rising trajectory of international commodity prices, especially of crude

Nomura remains overweight on India; Infosys, RIL, ICICI Bank among top bets

Going ahead, Nomura said, markets will focus more on corporate earnings rather than the broad economic growth in India

India could see a record equity supply of Rs 2-3 trn in FY22: Jefferies

Over the past decade, the contribution of IPOs to equity fund-raising at around 27 per cent has been muted, Jefferies said

2nd Covid wave increased financial risks to households, small biz: Moody's

India's financial sector, the rating agency said, is the main driver of potential event risk to the sovereign

Despite near-term headwinds, analysts bullish on FMCG stocks

Companies, analysts feel, will be able to pass on the sharp rise in raw material (oil) prices over time

Sensex records sharpest May-month rally in seven years; gains 6.5%

The S&P BSE Sensex gained 6.5 per cent, or 3,154 points in May on optimism on economic rebound and progress in pandemic fight is expected to evince buying interest across major sectors.

Sensex at 200,000? Possible in 10 years, says Raamdeo Agrawal

Back in 2017, Mark Galasiewski of Elliot Wave International had reiterated that he expects the S&P BSE Sensex to hit the 100,000 mark by 2024

Don't get swayed by current optically high valuations: Mahesh Patil

Defensive sectors like information technology (IT) and consumer may lag, says CIO Patil

Oil stocks are the best cyclical, economy reopening bet: Chris Wood

Global markets, according to a note by Goldman Sachs, are currently underestimating the demand for oil

Analysts see RBI remain accommodative, hold rates in June 4 policy review

In April, the six-member monetary policy committee had voted unanimously for a status quo on the key rates

Markets underestimating oil demand; see Brent at $80: Goldman Sachs

International travel, according to Goldman Sachs is another key factor that is likely to trigger a demand rise, which in turn will keep oil prices elevated

Market gives steady compounding return in mid-to-long term: Manish Gunwani

The market offers a steady compounding return in the medium-to-long term, says Gunwani