Page 54 - Puneet Wadhwa

'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

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

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)