Page 62 - Puneet Wadhwa

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

GMM Pfaudler, Laurus Labs, Birlasoft: 13 BSE500 stocks that doubled in 2020

Going ahead, most analysts expect the mid-and small-cap segments to continue doing well as compared to their large-cap peers, which they feel are now fairly valued

Stock of this RIL-owned company has jumped 600% from March low

The rally, some analysts argue, comes on the back of the company's change in focus from being a textile play to manufacturing protective gear in battling the Covid-19 pandemic

Trump or Biden? Global equity markets to chart their own course: Analysts

Biden, according to a recent poll, is leading Trump nationally by six points - 50 per cent to 44 per cent - and by as much as 6 percentage points across five battleground states, reports suggest

Mid, small-caps likely to outperform large-caps in 2020, say analysts

The relative valuation of midcaps versus large-caps are at a historically low level, said analysts at Elara Capital.

Market looks expensive as earnings are likely to dip in FY21: Mihir Vora

This flood in global liquidity allows us the luxury to look beyond the immediate future i.e. FY21 and focus beyond i.e. FY22.

Global risk-on sentiment to support Indian markets: Nischal Maheshwari

The risk-on sentiment has been fuelled by continuous liquidity injection provided by major central banks across the globe, especially the US Federal Reserve

Eveready Ind., Delta Corp: BSE revises circuit limit for over 600 stocks

Nelco Ltd, Indian Terrain Fashions, Indian Toners & Developers, and Aditya Birla Money are some of the counters where limit has been revised

Economic slump to deepen; India FY21 GDP can contract 6%: BofA Securities

BofA Securities expects the monetary policy committee of the RBI to slash policy rates by 100bp in FY21 as their base case

RIL now accounts for 10% of all BSE-listed companies' combined market cap

Thus far in the calendar year 2020 (CY20), RIL's market-cap has surged 49.8 per cent, or Rs 4.77 trillion, from Rs 9.59 trillion on December 31, 2019

Nifty's love for 11,200 levels in July: Where are the markets headed?

The sharp retracement in prices of most quality stocks from their mid-March lows has made the market's reward-risk balance less favorable, say analysts at Kotak Institutional Equities

India's stock market is barometer of economic concentration: Shankar Sharma

It is not all gloom and doom. The rural economy has held up quite well and we should start appreciating it even more, says Sharma in an interview with Puneet Wadhwa

Economic recovery in India hinges on moratorium duration: Chris Wood

Wood suggests that moratorium could trigger a consumer lending non-performing loans (NPL) cycle

'Correlation of Indian markets with global peers will be high from here on'

Investors need to focus on the diversified large, mid, or multi-cap segments as the valuation discount of mid/small-cap is adequate at this stage.

Rakesh Jhunjhunwala's portfolio outperforms; net worth over Rs 10,000 crore

His stake in Tata Group-owned watch and jewellery maker - Titan Company - and tractor-maker Escorts remained unchanged.

Mid-caps worst hit as analysts see 24% dip in Q1FY20 PAT for India Inc

A lockdown to contain the pandemic is now eased, but companies are still struggling to get back on their feet. Puneet Wadhwa explains what to expect from companies in terms of revenue

India's debt to hit 87.6% of GDP in FY21; FRBM target only by FY30: Report

India's debt to GDP ratio has increased from Rs 58.8 trillion (67.4 per cent of GDP) in the financial year 2011-12 (FY12) to Rs 146.9 trillion (72.2 per cent)