Page 58 - Puneet Wadhwa

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

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

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.

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

Ultra-high networth population in India may rise 63% in 5 yrs: Knight Frank

The billionaires club in India, according to Knight Frank, is expected to increase significantly by 43 per cent to 162 by 2025 from the current 113 in 2020

31 of Nifty50 firms exposed to commodity-related risk: BofA Securities

Among sectors with high exposure, raw materials comprise 57% of sales for the discretionary sector, according to BofA's estimates

'Broking industry offers enough for all players to grow and be profitable'

Today, barely 3 per cent of our population currently invests in stocks or mutual funds; we see great opportunity to expand

Nomura prefers India over Korea; ups rating to overweight in Asia portfolio

The key standout for India, Nomura believes, is the solid consensus' earnings revision trends. Alongside a focus on reforms and measures to attract foreign direct investment (FDI) flows.

Investors bet big on cyclicals as economic recovery gathers pace

Going ahead, given the sharper-than-expected economic recovery back home, analysts say, can fuel a further rally in domestic cyclicals, industrials, and financials

Credit Suisse upgrades India to overweight in APAC portfolio

Within Asia Pacific (ex-Japan), Credit Suisse is now biased towards second-phase Covid recovery markets-Korea, India, Australia, Singapore, and Hong Kong

Lemon Tree, EIH: Good time to check into hotel stocks, say analysts

At the bourses, most hotel stocks have gained ground from their respective March 2020 low. ITDC, Lemon Tree Hotels, Indian Hotels, EIH and Taj GVK have rallied 56 per cent to 163 per cent since then

Markets to remain strong on bottom-up opportunities: Bernstein MD Garre

The equity markets will remain strong from the perspective of bottom-up opportunities, said MD Garre

India is Asia's best post-Covid recovery story: Chris Wood

Rising inflation expectations, Wood believes, is one of the reasons that will boost cyclical trades going ahead, and the best way to play this is via bank and oil-related stocks