Page 64 - Puneet Wadhwa

Global fund managers stay bearish on equities; recession top worry: BofAML

According to BofAML, trade war, Monetary policy impotence, bond market bubble and a credit event are some of the other 'tail risks' that the fund managers seem to be wary about

Saudi Aramco IPO: Here's how you can invest in world's biggest public offer

Over the past 10 years (since 2009) only a handful of leading oil & gas exploration companies have delivered stellar gains

'Investors are now questioning emerging markets as an asset class'

Rupee weakness has been a very important factor for global investors to consider before putting their money in India, Mowat said

Slowdown: Indian GDP growth may slip further to 5% in FY20, says CLSA

Analysts at CLSA believe India's fiscal deficit may worsen to 4.3% in FY20

Moody's rating action unjustified; experts for aggressive rate cut by RBI

Given the economic slump, most economists have lowered their FY20 growth estimates and expect the RBI to be more aggressive in cutting rates going ahead

Govt's Rs 25,000 cr realty push: Here's why most analysts remain cautious

The Union Cabinet has approved the setting up of an AIF to revive around 1,600 stalled housing projects across top cities in the country.

FPIs bullish on insurance stocks; holding touches new high in Sep quarter

So far this calendar year, FPIs' stakes in SBI Life, Insurance ICICI Lombard and HDFC Life have risen by 18.85, 8.62 and 7.71 percentage points, respectively, since the December 2018 quarter

Too little, too late? Merger unlikely to revive BSNL and MTNL, say analysts

Proposed measure might create some competition for private players and contain state-owned telcos' operational costs

Samvat 2076: Markets to remain choppy as slowdown, global sentiment weigh

At the global level, trade war tussle, monetary policy of major central banks and oil prices, analysts feel, are the factors that will dictate market direction

Samvat 2076 will be a better year for investors: Jyotivardhan Jaipuria

Falling interest rates and likely revival in corporate earnings should aid sentiment, says Jaipuria

Primary market investors have pocketed up to 130% returns in 2019

Out of 11 companies that got listed in 2019, nine have outrun the market by gaining more than 10 per cent against their respective issue price

India is paying price for repeated failure to fix banking system: Jan Dehn

London-based Jan Dehn, head of research at Ashmore Investment Management,says he is not bearish on Indian equities and the current problems in India are cyclical, but the banking issue

Rate sensitives plunge on panic selling in banks; YES Bank tumbles 30%

Based on publically available data, analysts at Macquarie said in a recent report that YES Bank, Bank of Baroda (BOB) and IndusInd Bank are the most exposed to Indiabulls Group

FPIs withdraw $3 billion between July-September; highest in 11 quarters

Despite the 3 per cent gain in September 2019, the FPI sell-off during the quarter has seen the benchmark indices register negative returns in Q3CY19

Mid, small-caps underperform in H1FY20; metals, pharma, autos worst-hit

While the Sensex has lost a marginal 0.3 per cent since the beginning of this fiscal, Nifty has slipped 1.1 per cent during this period

India is a highly promising macro-restructuring case: Christian Gattiker

Christian Gattiker, in an interview with Puneet Wadhwa tells that he has a neutral view on the Indian equity market for now, given the rich valuation

Tax rate cut: Brokerages rejig index targets; Chris Wood ups India exposure

Besides Wood, Nomura, too, has revised its Nifty50 target for March 2020 to 12,545 on the back of a potential 7 per cent earnings increase in FY20/21

Saudi drone strikes: Oil price surges, but govt plays down supply concerns

No supply disruption, says Pradhan; OMCs see margin impact if situation persists

Brent oil sees biggest intra-day jump in 28 years. Can the up move sustain?

While in the short-term, the direct physical impact on the market might be limited, analysts say the development has the potential to move the market away from its bearish macroeconomic cycle

There aren't any immediate triggers to reverse mkt trend: Prakash Kacholia

We see the merger of public sector banks as a step in the right direction, says Prakash Kacholia