Page 56 - Puneet Wadhwa

GDP growth, fiscal deficit: Economic Survey nos in line with expectations

India's economy, as per the Economic Survey, could contract 7.7 per cent in FY21, pulled down mainly by the Covid-19 pandemic and the ensuing nationwide lockdown to contain the spread of the disease

India's gold demand hits 25-yr low in 2020 amid lockdowns, high prices: WGC

Easing of lockdown restrictions, festive period and the ensuing wedding season, however, revived demand hope and drew in jewellery demand worth 137.3 tonnes in the December 2020 quarter

Home sales at pre-Covid level; overall sentiment optimistic: Knight Frank

The residential segment outlook, according to the survey findings, was supported by pent-up demand, multi-decadal low home loan interest rates, and attractive residential prices

Retail investors in driver's seat; dwarf FII flow into mkts in 2 yrs: UBS

A key trigger for the increased retail participation in equities has been the lockdown triggered by Covid-19 that saw investors channelizing their savings to capital markets in search of better return

Chris Wood bullish on Indian equities despite runaway rally since March low

For the market to have a real nasty unwind at the global level, Wood believes there needs to be a catalyst in the form of an economic downturn or a material tightening in US Fed policy

Covid-19 cess, higher spending: Brokerages' expectation from Budget 2021

Growth and not fiscal prudence, experts say, should be the priority for the government now

Maintain a constructive view on Indian equities for 2021: Ashish Gumashta

With a successful breakthrough on the vaccine front, we seem to be moving closer to normalisation in a quarter's time, says Julius Baer India MD

'Sector rotation, a trend we saw in 2020, will continue even in 2021'

Kumar believes that as long as liquidity remains ample, economic recovery gathers steam and the Covid-19 vaccine roll-out picks up pace, markets will keep climbing the wall of worry

Chris Wood cuts exposure to gold, a first in years; invests in Bitcoin

Despite the investment in bitcoin by trimming exposure to gold, Wood still continues to remain bullish on the yellow metal

Gold prices likely to move up in 2021; stay invested for now, say analysts

Accommodative policies of the most central banks world over also meant money continued to flow to this asset class.

BNP Paribas sees Sensex at 50,500 in 2021; remains overweight on India

A common thread running between China and India, BNP Paribas said, is the focus on some long-range economic plans - targeted at boosting consumption in China and on supporting investments in India

FOMO on market rally overshadowing economic environment: Prakash Kacholia

The inflow of over Rs 60,000 crore of funds into the Indian markets from foreign portfolio investors (FPIs) in November would defy all moods

Rising inflation, crude oil are a new worry for financial markets: Analysts

Over the past one month (since November 13), Brent crude oil prices have surged nearly 18 per cent to $50.34 a barrel now

Corporate earnings growth, Covid vaccine to drive markets in 2021: Analysts

Corporate earnings, especially in the July - September 2020 quarter (Q2FY21), got a boost from lower raw material cost and cost cutting measures adopted by companies in the backdrop of Covid-19

2021 could be the year of mid-and small-caps, say analysts

Analysts attribute the surge to a host of factors, particularly the interest shown by the retail investors in these two market segments.

Nomura says India would be fastest growing Asian economy in 2021

Nomura has turned positive on India's cyclical outlook for 2021, and believes the country is on the cusp of a cyclical recovery

Covid-19 vaccine: Don't rush to buy all logistics stocks, say analysts

Vaccine storage and transportation being a niche segment will not benefit all logistics and transportation companies, analysts say

Covid-19 vaccine: Don't rush to buy all logistics stocks, say analysts

Vaccine storage and transportation being a niche segment will not benefit all logistics and transportation companies, analysts say

Chris Wood hikes exposure to Indian equities despite expensive valuation

Wood believes that India will, sooner rather than later, be included in global bond indices as a result of recent liberalisation measures.

Market valuations have become demanding: IIFL Securities MD R Venkataraman

R VENKATARAMAN, managing director at IIFL Securities, tells Puneet Wadhwa in an interview that small-caps could outperform their large-cap peers due to a risk-on rally