Page 66 - Puneet Wadhwa

COVID-19, trade war: Manufacturing shift to hit China, but will India gain?

In the midst of this long-term structural shift from China, India has dropped a few notches in the companies' preference to relocate manufacturing, while ASEAN countries have gained.

Coronavirus' impact not fully priced in, says Rogers Holdings chairman

Jim Rogers, chairman of Rogers Holdings, tells Puneet Wadhwa that he is looking to invest in India upon a correction

Investors lose Rs 11.4 trillion in 6 days; selling overdone, say analysts

Among sectors, refineries, financials including banks and information technology (IT) have seen more than Rs 1-trillion market-cap erosion in the past six sessions.

From economy to markets, here's how brokerages assess coronavirus impact

Here's how leading brokerages have assessed the impact of this health scare on economy and markets

Analysts expect RBI to cut rates on growth concerns, coronavirus scare

Analysts expect an impact on India due to raw material shortages likely to disrupt supplies for key industries

Morgan Stanley, Jefferies turn cautious on EMs amid coronavirus fears

Chris Wood believes the best way of hedging long equity exposure is to remain long Eurodollar futures which are now discounting one 25 basis point (bps cut) this year

Foreigners' interest in India remains intact for now, says Samir Arora

As of now, it seems that the markets are seeing through the coronavirus issue and playing for the phase when the virus is contained and does not create any uncertainty or risk.

Indian IT, telecom safe-haven bets amid coronavirus scare: BNP Paribas

Among the Asian economies, the ensuing decline in trade and tourism could impact Thailand, Singapore, Malaysia and Korea the most - in that order, and Indonesia and India the least

Wealth creation to Thalinomics: All you must know about Economic Survey '20

The overarching theme of the Economic Survey 2019-20 is creation of wealth over time and the implementation of policies that act as enablers in creation of this wealth

Gold demand in India down 18% in Q3; revival hinges on Budget measures

This quarter was crucial because of a fall in demand in the Diwali days in the year-ago equivalent period. However, that failed to boost numbers because of high prices, weak consumer sentiment

Global oil demand could nearly halve if coronavirus threat escalates

The outbreak comes at a time when geopolitical risks to oil supply are likely to remain elevated in 2020, as both the US and Iran continue their maximum pressure campaigns

India, China account for 80% drop in gold jewellery demand in Dec quarter

WGC estimates the total fourth quarter demand for gold at 1,045.2 tonnes - a drop of 19 per cent year-on-year

Cyrus reinstated: Tata Group stocks to remain under pressure, say analysts

The decision came at the fag-end of the trading session and saw most Tata group stocks react to the development

Social, political agenda more important for Modi than economy: Chris Wood

Earlier this month, Wood had suggested that the Indian economy was a victim of Narendra Modi government's shock therapy since he assumed power in 2014

Credit Suisse Wealth Management sees mid-teen growth in Nifty earnings

Within the markets segments, they do not forecast a major underperformance by the mid-caps in 2020 given the valuation comfort

FPI inflow in equity nears Rs 1 trillion in 2019, highest in six years

Domestic mutual funds pumped in Rs 52,850 crore in equities during CY19

Chris Wood cuts India exposure; DLF replaces Godrej Properties in portfolio

Besides India, weightage of Indonesia, Thailand and Vietnam has also been cut by one percentage point each. On the other hand, exposure to Korea has been increased by 5 percentage points

Brokerages see global growth picking up next year, stay cautious on India

On a financial year basis, Nomura expect GDP growth of 4.7% in FY20 and 5.7% in FY21, suggesting a delayed recovery and below-potential growth through end-2020

From Polycab India to IRCTC, IPOs that doubled your money in 2019

Of the 13 companies that got listed in 2019, eight have outrun the IPO index by gaining over 38 per cent against their respective issue price

BPCL most lucrative among govt's divestment candidates, say analysts

The company should get good suitors as it is sitting on good infrastructure and has a stable business outlook; the valuation seems attractive