Page 70 - Puneet Wadhwa

Axis Bank rallies 230% under Shikha Sharma; markets see exit as positive

The underperformance over the last one year, analysts say, has been on account of the Bank's worsening asset quality led by its corporate loan portfolio.

After 1,100% gain in 2 years, rally in Venky's India stock may halt for now

Kotak Securities analysts have downgraded Venky's (India) to 'sell' citing the sharp rally seen over the past few months

India can outperform EMs; bull-case Sensex target at 41,500: Morgan Stanley

Morgan Stanley's S&P BSE Sensex target in a bull-case scenario to which they attach a 30 per cent probability is 41,500.

Oil prices can hit $80 a barrel in a year: Paul Hickin of S&P Global Platts

Oil prices hit their highest in over three years on Wednesday after US President Donald Trump threatened to fire missiles at Syria in response to a suspected chemical attack last week

IT stocks outrun markets for three consecutive quarters; midcaps shine

The Nifty IT index has outperformed the benchmark Nifty50 for the three consecutive quarters, rallying 26 per cent since June 30, 2017

Churn in constituents to have negligible impact on Nifty's fundamentals

The churn will lead to a minor deterioration in Nifty 50 fundamentals, suggest Ravi Muthukrishnan and Pankaj Chhaochharia of Elara Capital in a recent report.

Analysts see limited downside for markets from here

S&P BSE Sensex at 33,129 levels has corrected around 9 per cent from its record high level of 36,444 touched on January 29, 2018 in intra-day deals

30 of 47 firms that raised funds via QIP are trading below issue prices

Of the 47 firms that together raised Rs 551 bn through QIPs in FY18 - the highest ever in financial year - eight PSBs, which have raised a combined Rs 271 bn, are now valued 21% lower at Rs 213 bn

Sensex can dip to 30,000; PNB scam dents investors' confidence: Marc Faber

In the case of the recent fraud at PNB, it does not impact the economy, but it does impact the confidence in the country's financial system

Within Asia, India is one of the markets we are overweight on: Raychaudhuri

'Indian retail investors for decades have under-invested in equities and we're now seeing a reversal to the trend,' he said

This is a wake-up call for investors to exit developed markets: Jan Dehn

Jan Dehn tells Puneet Wadhwa that he remains bullish on India and suggests investors buy equities on any correction

Cement, two-wheelers and building materials. Stocks you should avoid now

Kotak research says the pressure on equity multiples is likely to continue if current macro-economic conditions sustain, even without further deterioration

Mid-cap, Small-cap indices plunge over 5% as investors book gains

Thus far in FY18, the mid-and small-cap indices have outperformed the frontline benchmarks by rising 22.5% and 29.7%, respectively, as compared to 21.2% gain in the Sensex till Thursday

Budget 2018: What 10% LTCG tax on gains over Rs 100k means for investors

Finance Minister Arun Jaitley has kept the short-term capital gains tax rate and holding tenure unchanged at 15% in Union Budget 2018-19

2,706 BSE-listed companies to gain from cut in corporate tax rate

The government said the lower corporation tax for medium and small enterprises (MSMEs) would leave them with higher investible surplus, which could be used to create more jobs

Best days of mid-cap and small-cap segments are over: Samir Arora

Interview with founder and fund manager, Helios Capital

Charticle: Budget 2018: Capital gains on equities across the globe

Here is a quick look at how capital gains on equities is taxed across the globe

Markets see best pre-budget rally in 12 years

Most analysts believe that the budget would be less relevant after a few weeks as focus would again shift to global events, macroeconomics and earnings

Nifty hits 11000: Bull run to end? Experts see limited upside from here

, Aditi Singh of Ambit Capital suggests that the ongoing bull-run could be in the final stages of the rally seen since September 2013 when Raghuram Rajan took over as the RBI governor

BJP win in Gujarat positive but euphoria might be short-lived: Chhaochharia

Interview with Gautam Chhaochharia, Head of India Research, UBS Securities