Page 6 - Puneet Wadhwa

Crude oil price can drop to $55-60 a barrel by December 2025: Premasish Das

Crude oil markets are pricing in a fair amount of uncertainty at the current levels, Das said. That's why oil had dropped below $60 for a time-before the West Asia tensions pushed it back up

MF distribution industry moving towards consolidation: Misbah Baxamusa

In today's dynamic, tech-driven environment, smaller distributors need robust digital infrastructure and operational support to stay competitive, says Baxamusa

Mid, small-caps underperform large-caps in H1 as investors run for cover

Market experts believe that small-caps hold promise from a long-term perspective, provided investors do their homework diligently

Are high oil prices always bad for market sentiment? No, suggests data

Even with oil prices ruling at $110 and $108/bbl in FY13 and FY14 respectively, the Nifty 50 managed to post a gain of 7.3 per cent and 18 per cent in each of these two fiscal years

Top 10 midcap, smallcap stock ideas from Bernstein that are screaming buy

These rather are your next-door citizens who have the potential to over-deliver. These same also have experienced around 2.5 per cent positive earnings revisions for FY26 in May, Bernstein said

Sensex could hit 300K in 10 years: Vaibhav Sanghavi, ASK Hedge Solutions

Vaibhav Sanghavi said that India would be one of the very few countries that will do very well in a global environment where almost all countries will be struggling for reasonable growth

Valuations, fresh equity supply key risk to Indian stock market: Chris Wood

Wood has also rejigged his India portfolio, with the investments in Larsen & Toubro, Thermax and Godrej Properties will be removed

CLSA, Morgan Stanley urge near-term caution on IT stocks

Thus far in CY25, the Nifty IT index has been an underperformer, slipping nearly 11 per cent as compared to 5 per cent rise in the Nifty 50 index

How to make money in stock market? Bet on small-caps, say analysts

The contribution of small-caps to the overall market-cap has grown 1.4 times over the last three years, the Bajaj Finserv AMC note said.

Let discipline and patience do the compounding, says Anup Maheshwari

Anup Maheshwari, cofounder and chief investment officer at 360 ONE Asset, urges investors to stay disciplined, avoid the noise, and focus on long-term growth

Analysts see crude at $150 on panic buying if Israel-Iran tensions escalate

The attacks, according to analysts at Rabobank International, expose wider risks to crude and natural gas supplies from the region despite the initial quick reversal of price gains for both markets

Silver prices surge: Top reasons and what to expect in the months ahead

Usage-wise, silver has a 52 per cent demand from industrial applications, and one of the biggest demand growth driver is its use in clean energy applications such as solar energy and electric vehicles

Equity MF inflows drop 21% MoM to Rs 19,103 crore in May 2025: AMFI data

What's particularly encouraging is the rise in hybrid categories-especially arbitrage, BAFs, and multi-asset funds, experts said.

IRCON, RVNL: Disconnect between fundamentals, valuations of railway stocks

PSU railway stocks trade at several times book value (net worth) and at very rich price-earnings (P/E) multiples, the Kotak report said

India holds the top spot in our EM playbook: Bernstein's Venugopal Garre

Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps

CRR cut surprised mkts; RBI may await data before next rate move: Analysts

The policy, according to U R Bhat, co-founder & director, Alphaniti Fintech shows the RBI's confidence in inflation and other macro variables

Foreign brokerages stay cautious on India stock market; check strategy here

Nomura's revised Nifty target is a modest 6 per cent higher from the current level of the index. BofA Securities, on the other hand, has not made any change to its year-end Nifty target

Not the time for concentrated bets, thematic funds: Mirae's Neelesh Surana

Discretionary segments, he believes, may rebound as interest rates fall, rural incomes improve, and the government steps in with measures such as tax cuts and the Eighth Pay Commission

JP Morgan turns bullish on emerging markets; India among top picks

JP Morgan on India: India, JP Morgan believes, remains 'trade-insulated' and is a safe haven amid trade war 2.0 besides being cyclically well-positioned

Small brokers will struggle to sustain themselves, says R Venkataraman

SIP flows should stabilise and return to their previous growth path as fears of intense trade wars fade after six months of Trump's presidency and 20 days of India-Pakistan tensions