Page 55 - Puneet Wadhwa

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

'Indian crypto market has flourished since the onset of the Covid'

We see a possibility of the Indian government considering forming a panel to regulate cryptocurrencies as digital assets than tokens, Gupta said

SBI report pegs total Covid vaccination cost in India at Rs 3.7 trillion

Poorer states with high population would not be able to vaccinate themselves quickly. Richer states may have to pay a much steeper price given the global oligopolistic market, the report said

Fertiliser stocks ride high on subsidy hike: Here're the top gainers

Analysts say the hike in DAP subsidy will have a positive rub-off on fertiliser and agri-input companies

Over half of BSE 500 stocks trade below their all-time highs

New-age businesses are doing well as compared to the traditional sectors and the optimism is getting reflected in their stock prices, analysts say

Bitcoin is the most crowded trade globally, says BofA Fund Manager Survey

Inflation is now counted as the biggest risk for markets with 35 per cent of FMS investors agreeing to this, followed by taper tantrum (27 per cent) and asset bubble (15 per cent)

Morgan Stanley's bull case scenario sees Sensex at 61,000 by December 2021

In a bull-case scenario (30 per cent probability), Morgan Stanley sees the Sensex at 61,000 levels - an upside of around 22 per cent from the current levels

Analysts cautious on corporate earnings growth amid Covid-led lockdown

During the first wave, FY21 and FY22 Nifty earnings estimates, according to analysts at Jefferies, were cut by 33 per cent and 21 per cent respectively till September 2020

Dramatic re-rating of the US at expense of other markets: Cameron Brandt

The jump in new Covid cases in India is spooking foreign institutional investors, says Brandt

Platts cuts India's 2021 oil demand by 28%; sees crude topping $70

However, once the lockdowns are lifted, Platts expects the pent-up demand to get released, which in turn will act as a catalyst for economic growth

Markets will digest dent on June quarter earnings as one-time hit: CLSA

If India is unable to slow the number of infections, additional lockdown measures might be required, which analysts at Rabobank International say would negatively impact the supply side of the economy

IPO boom: $140.3 billion raised globally via 670 offers in 2021

At 670, the number of issues / IPOs in the first five months of CY21 is the second-highest since the calendar year 2000 when 677 IPOs hit the Street globally.

There's a weak link between economy and market, says Jitendra Gohil

The next trigger for a sell-off can be if we go into a nationwide lockdown to curb the virus, but the probability of such a measure is still low, says Gohil

Maharashtra, UP, Delhi getting lower vaccine doses than needed: SBI report

Tamil Nadu, Haryana, Punjab, Bihar and North Eastern States are the states where vaccination wastage is 'quite high', the report said

Return from Indian stocks in next 1-yr will be disappointing: Marc Faber

In the last five years, growth stocks have outperformed value stocks. And I think we are now coming to a stage where value stocks will outperform growth stocks going ahead, Faber said

'Earnings growth at risk if Covid cases could continue to rise for long'

Market movement will depend on the extent of the second wave and also the period for which it lasts, says Dr Poonam Tandon of IndiaFirst Life Insurance

'Markets are in the midst of figuring out the impact of the 2nd Covid wave'

While the market has weakened from its high, it is up significantly over the year, and is trading at multiples that are well above its mean, says Aditya Narain of Edelweiss