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Puneet Wadhwa leads all stock & financial markets’ coverage at Business Standard. He has an experience of over two decades in managing India’s busiest print, digital and electronic newsrooms at the Outlook Group, NDTV and Hindustan Times.
Puneet Wadhwa leads all stock & financial markets’ coverage at Business Standard. He has an experience of over two decades in managing India’s busiest print, digital and electronic newsrooms at the Outlook Group, NDTV and Hindustan Times.
Demonetisation impact, earnings growth, central bank policies are key things that will get attention
Marksans Pharma, RCom, Just Dial, Jet Airways, Idea Cellular and Jubilant FoodWorks have lost 40% - 61%, data show
Interview with managing director and head of equities, India, Nomura
On the other hand, classical defensive plays like information technology and pharmaceuticals have recorded a negative return of 9% and 10% respectively
Interview with Jigar Shah
Interview with India Strategist at Japan-based Mizuho Bank
It expects the individual wealth in India to grow to Rs 558-lakh crore at a CAGR of 12.9% over the next five years
However, the report said that the proportion of investments in physical assets such as gold and real estate will reduce overtime
Investor expectations of global growth have jumped to 19-month high, says a BofA-ML survey
Though a 25bps hike is factored in, analysts do not rule out a knee-jerk reaction. However, they still remain bullish on the road ahead for Indian markets
CLSA's Christopher Wood believes India remains by far the best long term equity story in Asia
Interview with head - equity at Mirae Asset Global Investments (India)
Analysts say the markets have already factored in a possible delay in the GST roll-out
Interview of Nilesh Shah, MD, Kotak Mahindra Asset Management
S&P BSE Sensex and Nifty50 lost nearly 3.5% each. Only Mexico, Brazil and Philippines did worse at the global level, data show
Contrary to expectations, RBI has kept the repo rate unchanged at 6.25%
Here is what top research houses and brokerages expect
Interview with Head of India Research, Deutsche Bank Group
Lewis, senior strategist at Manulife Asset Management, says the demonetisation event is likely to have a negative short-term impact
Bharti Airtel, RCom and Idea lost up to 4% post Mukesh Ambani's announcement