Page 57 - Puneet Wadhwa

Recovery in demand, consumption stocks likely to be short-lived: Analysts

Measures announced by the FM on Monday, according to A K Prabhakar, head of research at IDBI Capital, though will give some fillip to consumption, demand will be limited into buying only essentials

We continue to prefer medium-to-long end bonds: Saurabh Bhatia, DSP Inv Mgr

As the yield curve is very steep, Bhatia expects returns in the near-term to be driven by demand-supply of bonds rather than prospects of change in repo rates

Stressed debt across sectors falls 37% in Q2 to Rs 15 trn: Credit Suisse

The share of debt with loss-making companies was also down to 23 per cent as compared to 28 - 30 per cent pre-Covid-19

Analysts bullish on mid-and small-caps; expect outperformance in 2021

The S&P BSE Small-cap index has outperformed with a rally of 86 per cent from its lowest intra-day level in March 2020 to 16,003 levels now.

Economic momentum will be lost through 2021: CLSA

India has the weakest growth in fiscal 2020 of countries that we forecast at 15 per cent, but the strongest fiscal 2021 forecast at +14.5 per cent, CLSA said

We have about a year until markets once again become frothy: Jan Dehn

DEHN, head of research at Ashmore Group, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks

Goldman Sachs sees Nifty50 at 14,100 levels by December 2021

After a subdued performance for most part of the year, Indian equities are entering Samvat 2077 at record highs.

Time to buy gold this Dhanteras? Analysts see price hitting Rs 67,000/10gm

With accommodative global central bank policies and stimulus, analysts expect gold prices to do well going ahead

Biden good for emerging markets; dollar to gain from Trump win: Analysts

Aside from which candidate ultimately wins, analysts believe what is even more important for the markets is whether the elections will see a clear 'sweep'

India is odd one out in a favourable view of Emerging Asia: Cameron Brandt

With growth in developed markets under pressure from the rising Covid-19 caseload, investors will keep paying more attention to emerging markets, says Brandt

India's yearly gold demand in 2020 can be the lowest since 1995: WGC

According to the World Gold Council (WGC), gold demand in India thus far in CY20 stands at 252 tonnes, as compared to 496 tonnes in the same period last year.

FIs to turn discriminatory in 2021 while investing in emerging mkts: Nomura

While overall FII sentiment has been positive, thanks to the low interest rate regime, analysts say India has managed to bag more than its fair share of overseas flows du to record capital raising

Foreign ownership limits: MSCI India to see passive inflow of $2.5 billion

Back in April 2020, the investment legroom for foreign investors in several Indian companies had gone up following the government's decision to automatically treat the sectoral limit as the FPI limit

Foreign investors a bit wary of on-ground situation: Kenneth Andrade

Despite uncertainty, investors will look at the long-term core fundamentals while investing in equities, says the founder & chief investment officer, Old Bridge Capital Management

IT stks factor in most positives; pay hike, promotion surprising: Analysts

'New era' for IT companies as they do better than other sectors in the coronavirus pandemic.

Manipur, Telangana, Arunachal Pradesh emerge as the new stock trading hubs

Registered users who trade in equities has grown at a rapid pace in North East India

Global equities offer generous risk premium than others: Unmesh Kulkarni

FPI flows into Indian equities are likely to stay positive, says Kulkarni

BSE listed companies' market-cap hits record high at Rs 160.68 trillion

The S&P BSE Sensex is just 4 per cent away from its all-time high level of 42,273.87, touched on January 20, 2020.

Home sales recover in Sept qtr; still a long road to recovery: Knight Frank

Developers' cash flows remain under pressure despite the extension on loan moratoriums.

Why economists remain pessimistic amid signs of economic recovery

Some believe recent indicators like GST numbers are overstated, most are sceptical about the impact of a stubborn pandemic