Page 6 - Puneet Wadhwa

Sensex set to post negative return after 6 fiscal years; midcaps outperform

Earlier in FY20, the benchmark Sensex tanked 23.8 per cent due to the outbreak of the Covid-19 pandemic, while the Nifty 50 crashed 26.03 per cent.

Stocks, real estate, bonds, gold, silver, oil: Where to invest in FY27?

Here's how leading analysts expect FY27 to play out for different asset classes and suggest an ideal investing strategy.

Markets betting on TACO moment in West Asia conflict, says Chris Wood

After a five-day pause until Friday, US President Donald Trump announced that he is delaying planned strikes on Iran's power plants at Tehran's request, signaling a temporary easing of tensions

ONGC stock may zoom 65%, OMCs may not hike petrol, diesel prices soon: CLSA

Analysts have revised their forecasts for oil & gas prices for the remaining part of 2026 as developments in West Asia continue to unfold.

FII's India allocation unlikely to change in the near term: Rajat Rajgarhia

For FII's, the favored markets over last two years have been countries that were beneficiaries of new age tech and artificial intelligence (AI), he said.

Sensex zooms 1,500 points on ceasefire hope: Should you sell the rally?

Analysts believe a lot now depends on what Trump does after the 5-day ceasefire and how crude oil prices, bond yields play out.

FPI selling surpasses ₹1 trillion mark in March amid West Asia crisis

Backed by SIPs, domestic investors brought relief with ₹1.13 trn investment

Evaluate hiking equity exposure over the next few weeks: Prashant Jain

The prevailing valuations of Nifty of 17.5x one-year forward earnings are reasonable and have room for some rerating apart from returns driven by nearly 12 per cent earnings CAGR over the medium-term.

LPG shortage: India pivoting towards US for supply, says S&P Global Energy

India's domestic production supplies about 41 per cent of the country's LPG demand, while the remaining volumes are imported

Maruti, Tata Motors, M&M, Bajaj Auto: CLSA decodes strategy for auto stocks

If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.

This is not a time to be bearish on markets: Rishi Kohli, Jio BlackRock AMC

Given that the last 18 months have been weak in terms of valuations, earnings and technical trends, the outlook for the next 18 months is becoming attractive, he said.

HPCL, IDBI Bank, L&T: Top wealth destroyers of West Asia war; strategy here

For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark

Retail investors slow fresh investments, but aren't withdrawing: HSBC MF

Personally, as an experienced investor, I would allocate more to mid, small-caps; if India grows faster than the world, these companies should grow faster too, said Kailash Kulkarni, CEO, HSBC MF.

Nomura cuts Dec 2026 Nifty target by 15%; mid, smallcaps at risk

The research and broking house sees up to 10 - 15 per cent risk to consensus earnings estimates for FY27F in case oil prices remain at elevated levels.

Markets are not fully pricing in West Asia war impact, says Chris Wood

Closure of the Strait of Hormuz, the lifeline for global oil and gas transit, also remains closed. As a result, crude oil and gas prices have been on an upward spiral in the last few days.

Gail, IGL, MGL: Is any gas stock worth buying now? Analysts guide

Going ahead, analysts expect natural gas prices to stay elevated in the backdrop of developments in West Asia. In March alone, prices of natural gas have climbed 16 per cent to $3.277/MMBtu

The $4.6 bn mistake: How India chased silver to $120 but blinked at the dip

The report highlights a clear divergence in behavior between Indian retail investors and global institutional players, identifying four distinct phases in the silver ETF net flow.

Nomura cuts India FY27 GDP forecast to 7% amid West Asia conflict

Tensions in West Asia, if sustained, could test the goldilocks mix of robust growth and stable inflation, Nomura said in a recent note.

Risk-reward ratio favorable for long-term investors: Rahul Singh, Tata AMC

Strategy for 2026, he said, is shifting toward sectors with a probable growth visibility such as Banking, Consumer, Resources and Manufacturing.

RIL US refinery may get Venezuelan oil access; need deal clarity: Analysts

Analysts believe Texas refinery deal could be a positive for Reliance given the current geopolitical environment; however, await for more clarity as the company is yet to issue an official statement.