Page 53 - Puneet Wadhwa

Chris Wood trims India exposure as Covid cases rise

Earlier in December 2020, he raised exposure to Indian equities twice in this and reiterated his bullish on cyclical sectors as economic indicators showed improvement

Highest-ever fundraising via IPOs in FY21; FY22 will be tough: Analysts

Retail investors were the key drivers of the momentum seen in the primary markets in FY21. The road in FY22, however, will not be easy as investors are likely to become choosier

Spurt in volume, price hike to cushion cement firms against rising costs

All-India average cement price, according to analysts' estimates, is likely to be up around 1 per cent quarter-on-quarter (QoQ) and nearly 5 per cent YoY in Q4-FY21E

Does Tata-Mistry ruling change outlook for Tata Group cos? What experts say

Tata Group companies, on Friday, rallied up to 6 per cent in intra-day trade on the BSE post the Supreme Court ruling

Use any market correction to stock up on cyclicals, says Chris Wood

Besides Wood, analysts at Credit Suisse Wealth Management also recommend hiking exposure to cyclical stocks as they do not see a repeat of the stringent lockdown seen in 2020

Indian markets among worst performers globally; experts see more pain ahead

Indian markets: A good tactical strategy in the near-term, according to analysts at Antique Stock Broking, is to allocate investible surplus to the Pharma sector as the coronavirus infection rate is o

Gas-fired stocks to charge ahead as demand for cleaner fuels rises: Experts

Rising availability and demand for cleaner fuels will aid growth

Expect Nifty50 earnings growth of 28% for FY22: Kalpen Parekh

This is a good time to rebalance asset allocation, Parekh said

India home to 100 unicorns with a combined m-cap of $240bn: Credit Suisse

Start-ups, the note said, account for a reasonably high 6-7 per cent of new firms in India, and the ratio has risen over the past decade. India is a home to the third-largest set of unicorns globally.

BPCL, Shipping Corp: Analysts bullish on PSU stocks on divestment hope

As per government disinvestment plans two public sector banks (PSBs) and one general insurance company is to be privatised in fiscal 2021-22 (FY22) and aims to raise Rs 1.75 trillion.

India to emerge as world's third largest economy in 2031: BofA Securities

Covid-19 to push back this feat by three years. BofA had earlier projected this in 2017 and had expected the Indian economy to achieve this status by 2028

Divestment target will be overachieved by a wide margin: Sunil Singhania

CY20 was a unique year that witnessed one of the sharpest falls in the markets in recent years and an equally sharp recovery, says Singhania

Be prepared for a volatile phase as risks to markets on a rise: Analysts

Investors, they say, need to keep a tab on how the US treasury yields move, which in turn will have a ripple effect on how big money moves across developed (DMs) and emerging markets (EMs)

Cool prospects for consumer durable firms as temperature set to soar

Indian Meteorological Department (IMD) expects day temperatures to remain above-normal in select regions across the country between March to May 2021

Hurun Global Rich List 2021: World adds 8 billionaires a week in 2020

Hurun Global Rich List 2021: Country-wise, China leads with the most number of billionaires at 1058, followed by the US (696), India (177), Germany, the United Kingdom and Switzerland at over 100 each

Sovereign Gold Bond scheme opens today. Should you subscribe?

With gold prices on a decline, thanks to a rise in bond yields - globally and in India - analysts say investing in the yellow metal and the SGB scheme makes little sense right now

Market may need new catalysts to rise meaningfully, says Jigar Shah

JIGAR SHAH, chief executive officer, Kimeng Securities India, tells Puneet Wadhwa in an interview that there is a good possibility of a time-wise correction with a range-bound market

Rising bond yields, commodity prices to cap market upside, say analysts

According to a recent report by BofA Securities, 31 Nifty50 companies are exposed to commodity-related risks and cautions that the full impact of the rise in commodity prices is yet to play out

Analysts remain bullish on small-caps despite index hitting record high

Though there can be an intermittent correction, stock selection will be key, they say

'Current yields will lead to mark-to-market losses for banks'

Rate hikes will be something which we can expect when the borrowing programme comes down and economic growth prospects are strong, Nagarjan said