Page 68 - Puneet Wadhwa

Markets may take the MSCI EM rejig in their stride, say analysts

Reports peg the outflow from Indian shores at around $700 million as a result of the MSCI Emerging Market index rejig.

Election 2019 may see the highest voter turnout, but will it benefit BJP?

Increased voter turnout seems to be concentrated in states where the voters have been at the forefront of the ongoing rural distress

Most PSU stocks lost ground under the UPA II and NDA governments

Traditionally, most PSUs have been cash-rich, which added to their value. However, the government has been tapping regularly into their cash resources to boost revenue for the exchequer

UP to dent BJP tally, BSP-NDA post-poll alliance possible: Ambit Capital

A report by Ambit Capital says that BJP is likely to win 190-210 seats. The last phase of voting will take place on May 19 for the remaining 59 seats

India's consumption story is not nearing an end, says Vikas Khemani

Earnings growth in FY20 is more likely to be around 15-16% and not 20% with a lot more of it in the latter part of the financial year, says Vikas Khemani, founder, Carnelian Capital Advisors

Promoters use tepid market conditions to hike stake in group firms

Tata Sons, the largest shareholder in Tata Motors, hiked its stake by 2 per cent to 35.3 per cent from 33.3 per cent

US-China trade tension to dent global growth, India GDP to slow too: Report

Slowdown in global growth and trade is likely to dent GDP growth in India as well, with analysts at Nomura expecting it to slow to 6.8% in FY19

16 companies where operating profit has risen for four consecutive quarters

From an accounting perspective, operating profit serves as an indicator of the business's potential profitability with all extraneous factors removed from calculation

A narrow bull mkt does not give much comfort: First Global's Shankar Sharma

Sharma expects earnings growth in FY20 to be in low single digits

Here are a few mutual funds that stocked up on YES Bank in Q4FY19

Principal Mutual Fund and Taurus Mutual Fund are the other two fund houses that stocked up on YES Bank and increased their holding

Election outcome uncertainty, earnings: Should you sell in May and go away?

Indian markets, experts say, are already pricing in a victory for the Modi-led NDA in the ongoing general elections, albeit with a reduced majority.

Political stability is a key factor for FII inflows: Nischal Maheshwari

Nischal Maheshwari, CEO for institutional equities & advisory at Centrum Broking, tells Business Standard that the larger issue at hand is earnings growth and not the election outcome

Markets factoring in earnings growth of 15%, GDP can hit 9% by 2023: UBS

This growth in corporate earnings, UBS believes, can come about if the real gross domestic product (GDP) grows at 8 per cent-plus

RIL stock price factors in most positives, say brokerages

RIL reported an in-line 4QFY19 with EBITDA down 1% q-o-q to $11.8 billion

Mid-and small-caps appear relatively attractive: BNP Paribas' Raychaudhuri

For FY20, we expect early to mid-teens earnings growth from companies comprising the broader Indian indices. The current Bloomberg consensus growth estimate of 18-19 per cent appears aggressive

Infosys, TCS: Here's how leading brokerages interpret Q4FY19 results

On Monday, though Infosys lost over 3 per cent on the NSE to Rs 722 levels, TCS moved nearly 3.3 per cent higher to Rs 2,081 levels in intra-day deals

Brent's average price will be close to $70 a barrel in 2019: Paul Hickin

'India's appetite for diesel is set to witness robust growth in the second quarter of CY19', said Hickin

Mid-, small-caps aren't overvalued; see opportunities there: S Naren

After a sharp rally over the past few weeks, the markets seem to be consolidating ahead of the March quarter earnings season

CLSA's Wood remains 'double-overweight' on India; sees Modi return to power

PM Modi, Wood feels, is reaping the reward of a robust response to the Pulwama attacks, which has led to a surge in his popularity

L&T's hostile takeover bid for Mindtree gets thumbs-down from analysts

On Monday, L&T entered into a deal to purchase the 20.32 per cent stake of MindTree's single-largest investor, V G Siddhartha, at Rs 980 per share in an all-cash transaction