Page 9 - Puneet Wadhwa

Indian stocks unlikely to give significant return in next 1-yr: Marc Faber

Faber finds countries like Indonesia, Thailand, and Malaysia more attractive than India right now.

LIC portfolio recovers ₹1.8 trillion amid market rebound from April lows

LIC's top equity holding in terms of value, Reliance Industries (RIL), has been one of the biggest contributors in its portfolio, with the stock's 25 per cent surge adding ₹26,515 crore in value

India will stay the top market for 20 more years, says Vikas Khemani

Interest rates coming down should generally lead to a rerating of the markets

Moody's downgrade of US rating may not dent stock markets much: Analysts

Moody's downgrade, analysts said, was more to get the rating in sync with Fitch and S&P, who have already downgraded US' ratings.

Where is Gautam Sinha Roy of ICICI Pru Life Insurance investing now?

As a strategy, we prefer domestic-focused sectors like BFSI, Consumption, Industrials, Healthcare, and Telecom, says Gautam Sinha Roy, equity & fund manager at ICICI Prudential Life Insurance.

India most preferred Asia-Pac equity market: BofA Securities FMS survey

In India, infrastructure and consumption continue to be the primary themes that investors are keenly monitoring, BofA Securities said

Micro, small, midcap indices outrun Nifty 50 in recent market pullback

At the stock level, Tanla Platforms, Syrma SGS Technology, Bharat Dynamics, Olectra Greentech, Nippon Life India Asset Management, The Jammu & Kashmir Bank saw double-digit returns

We see India as a relatively bright spot: BlackRock Investment's Vivek Paul

Mid and smallcaps have seen frothy valuations come off the boil, creating scope for stock-specific opportunities amid market dislocations, Vivek Paul said

Nilesh Shah of Kotak AMC's market strategy as India, Pakistan war escalates

Shah suggests investors stick to the basics and focus on quality stocks that are available at reasonable valuations. Look at stocks with good float.

Can Sensex, Nifty crash and hit lower circuit as India, Pak tensions rise?

For the Nifty 50 index to hit the lower circuit, it has to fall 10 per cent to 21.846.20 levels on Friday. If this becomes a reality before 1 PM, then the trading will be halted for 45 minutes

Staying disciplined as Warren Buffett is incredibly tough: Raamdeo Agrawal

Warren Buffet has realised that 'buy and hold till death' may not always be the best strategy while investing. We now see that he's more open to selling, when needed, Agrawal said.

Operation Sindoor: Prolonged strikes can sink markets, say analysts

Historically, Indian equity markets have typically reacted sharply to geopolitical tensions in the short-term as a knee-jerk, but recovered quickly once uncertainties subsided

Nifty PSU Bank index slips 5%, sees sharpest one-day fall in 11 months

The Nifty PSU Bank index was the top loser among sectoral indices that ended 4.8 per cent lower at 6,235.20 levels on the NSE. BoB was the top loser among PSU banks that lost 11 per cent

PSU banks trade mixed post SC verdict on JSW Steel; should you buy the dip?

State Bank of India (SBI), Indian Overseas Bank (IOB), Uco Bank, Central Bank of India and Union Bank of India slipped between 1 per cent to 2 per cent in intraday deals on Monday

Exercise caution while approaching mid, small-caps: Karthikraj Lakshmanan

Large-caps have become relatively more attractive and there are some opportunities to pick good businesses at attractive valuations, he said

World won't shake off tariff tantrums soon: First Global's Devina Mehra

Mehra says that they remain overweight on Europe, China, and to an extent, India in their global funds, and have also increased their allocation to fixed income

Is it a good time to buy stocks? Chris Wood of Jefferies answers

With US stocks trading at nearly 19.2x forward earnings, global investors, Wood suggested, should continue to reduce positions in favour of Europe, China and India

How much should you allocate to gold in your portfolio this Akshaya Tritiya?

In early 1980, investors, according to Capitalmind, were inspired by the stellar returns of the 1970s. If they invested in gold back then, they would have faced two decades of negative returns.

Analysts sound caution on India Inc's earnings growth amid market pullback

We remain Neutral India equities, which is relatively insulated from tariff concerns, but faces headwind from negative earnings revisions, wrote analysts at Standard Chartered in a recent note.

Markets too optimistic in its earnings estimates, suggests Kotak report

The markets, KIE said, may be too bullish on revenues of export-oriented sectors such as automobiles, IT services, potentially pharmaceuticals and specialty chemicals.