Page 58 - Puneet Wadhwa

Analysts expect muted YoY performance in Q2FY21 from India Inc

As regards the financial sector, analysts at Credit Suisse expect the management commentary on asset quality to turn more positive given a recent pick-up in collections

New members give RBI's MPC dovish tilt; to hold rates on Oct 9: Analysts

Rising inflation, according to economists, is another cause for concern

TCS m-cap at Rs 10 trn, Wipro at 20-yr high; analysts see more gains ahead

At the bourses, the Nifty IT index hit a record high of 20,748 in intra-day trade on Monday, up 2.8 per cent at 20,677. In comparison, the Nifty50 index gained 1.2 per cent on the NSE

Delayed US election a bigger risk for global financial markets: Ritu Arora

Despite short-term challenges, India remains of the most attractive investment destinations in Asia and the broader emerging markets, says Arora

Trump testing Covid-19 positive a temporary setback for markets: Analysts

US stock futures and Asian shares lost ground Friday after President Donald Trump said he and first lady Melania Trump had tested positive for Covid-19

Most global investors cautious of equities after sharp rally: Raychaudhuri

Manishi Raychaudhuri, head of Asia Pacific equity research, BNP Paribas, tells Puneet Wadhwa the reason for India being such an FII favourite is the breadth of stocks and sectors that market offers

BofA Securities, Credit Suisse, Goldman Sachs see more upside for equities

A BofA September Global Fund Manager Survey for September suggests that 58 per cent of those surveyed say the market is in a bull-phase - up from 25 per cent who believed so in May.

Full recovery in consumer durables will be long drawn affair: Analysts

Analysts expect companies to shift focus to online platform in order to boost sales in these Covid-19 impacted times

BSE Smallcap index records sharpest intra-day rally in over 5 months

The development, analysts say, has given a fresh trigger to the mid-and small-caps that can see some uptick in the days ahead

Govt seeks parliamentary approval for additional Rs 1.67 trn expenditure

The additional requirement includes Rs 40,000 cr for works under MGNREGA and Rs 20,000 cr for bank recapitalisation

Fiscal deficit may hit 8% of FY21 GDP on additional govt borrowing: Experts

The development comes at a time when the economy is limping back to normalcy after a stringent lockdown that lasted over two months

Markets likely to stay in 'buy on dips' phase: Bernstein's Venugopal Garre

Markets have run ahead of fundamentals, but this has been a broad global trend, says Venugopal Garre

Global funds remain more overweight on India than APAC: Amish Shah

Amish Shah, India equity strategist at BofA Securities says that his firm expects the markets to consolidate in the near term

Economic contraction in India an opportunity for long-term investors: Wood

Chris Wood expects the recently concluded quarter to mark the bottom of the economic contraction

At 14%, Indian households among the lowest invested in equities globally

Total financial assets of US households, according to the report, amounted to $94 trillion, or around 440 per cent of their gross domestic product (GDP) as at CY19-end.

Why Premjis, Ambanis and Nadars beat non-family run companies

Family-owned businesses outdo peers in returns since 2006, suggests a Credit Suisse report

Geopolitical tension, profit booking: 5 reasons why markets corrected today

Rising political tension between India and China was one of the key reasons that punctured the momentum on Monday. The S&P BSE Sensex ended 839 points, or 2.1 per cent, lower at 38,628 levels

Market may be due for both price and time-wise corrections: Jigar Shah

The current rally has an implied assumption that interest rates will remain permanently negative and inflation 'pick up, but this is quite unlikely

Oberoi, Godrej Prop to gain most from Maharashtra stamp duty cut: Analysts

After Maharashtra, analysts expect more states slash stamp duty rates. According to Jefferies, the state governments to watch out for will be Karnataka (Bangalore) and Haryana (Gurgaon)

Trump or Biden? It won't matter a lot for Indian markets: Analysts

As things stand, Democratic presidential candidate Joe Biden, based on approval ratings, is leading Trump in the key battleground states