Page 52 - Puneet Wadhwa

'Disconnect between markets and the reality of on-ground Covid situation'

Given the weak domestic cues, leading experts see more volatility over the next few sessions

Normal monsoon to boost stocks of agri-related companies, cool inflation

Agriculture activity, according to recent channel checks by Prabhudas Lilladher, is expected to continue at a strong pace in FY22

Markets could see a time and price correction: Valentis Advisors MD

Returns in FY22 will be relatively more muted, but still healthy in the low double-digits, said MD Jaipuria

Citi may be spoilt for choice for consumer business suitors: Analysts

Process may take more than a year to complete, say analysts; business as usual as of now

Citi's exit from retail banking an opportunity for Indian banks: Analysts

Among its various business verticals, analysts say Citi's credit card business will be most sought after by suitors

Foreign brokerages temper return expectation from Indian equities

Goldman Sachs analysts now see the Nifty at 16,300 levels in 12 months (16,500 earlier). However, they have retained their 'overweight' stance on India for now

FII flow into Indian equities likely to moderate in FY22: Analysts

Besides India, experts say given the robust broad-based economic recovery, FIIs/FPIs can look towards China. Other emerging markets, they say, are yet to recover from the pandemic-induced sluggishness

The big, easy 'buy' story in Asia over; remain underweight on India: HSBC

HSBC has raised their 2021 global and EM gross domestic product (GDP) forecasts to 5.6 per cent (from 4.8 per cent) and 6.6 per cent (6.1 per cent), respectively

Nomura cuts India's 2021 GDP forecast to 11.5%; sees higher inflation

Nomura GDP forcast: Repricing of emerging market (EM) risk premium, Nomura said, could expose vulnerabilities in Indonesia, India and the Philippines

Sporadic lockdowns to cost India $1.25 billion per week: Barclays

Barclays has maintained FY22 real GDP growth forecast at 11 per cent y-o-y - at least for now, cautioning against the downside risk if the covid-19 lockdowns and night curfews are tightened further

Analysts turn cautious on real estate stocks amid rising Covid cases

Going ahead, analysts at ICICI Securities expect consolidation across the industry with market share gains for larger incumbents across real estate asset classes

'Markets conditions are optimal for an investor with a buy & hold approach'

There are opportunities for contrarian investing in commodity producers, corporate banks, select mid corporates and small enterprises

Nomura sees Nifty at 15,340 by March'22; sees risks to FII flows in FY22

Markets, Nomura believes, are dealing with three headwinds - the resurgence of Covid-19 cases; inflationary pressure with the rise in commodity prices; and rich valuations

Small-Cap index hits new high; analysts see more upside

A large part of this rally is attributed to the economic recovery over the past few months, which analysts feel will directly benefit small and mid-sized companies

Analysts turn cautious; prefer defensives amid sporadic lockdowns

Activity levels, analysts at Jefferies believe, will take a significant hit across sectors such as infrastructure, real estate, discretionary, and durables as more local lockdowns are announced

Stocks of diagnostic chains factoring in near-term positives: Analysts

They say it will be a good strategy to exit these stocks at least for now. Over the long-run, however, Dr Lal Pathlabs, Metropolis Healthcare and Thyrocare Tech still offer room for growth

Use market volatility and correction to invest for the long-term: Analysts

On Monday, the markets tumbled with the frontline indices - the S&P BSE Sensex and the Nifty50 - slipping over 2 per cent each in intraday trade

'Longer duration funds may not be able to perform like they did last year'

Investors should stay true to their asset-allocation for investing for long-term goals. They may look at accrual-oriented funds, like the low duration and short-term funds

Maharashtra lockdown to dent FY22 GVA growth by 0.32%: CARE Ratings

With FY22 starting on a somber note and sporadic lockdowns in Maharashtra and some other states, CARE Ratings believes the overall production and consumption would be affected

See limited upside for global markets, including India: Abhinav Khanna

Our Nifty target for December is 14,800, implying a marginal upside from current levels, says Khanna