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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.
The risk-reward for the Indian markets, Morgan Stanley said, is turning favourable, and see the Sensex at 93,000 levels by December 2025 - up 25 per cent from the current levels as their base case.
The recent correction in Indian markets has been significant, but it's important to put it in perspective
The uncertainty unleashed by Trump tariffs, analysts believe, is reigning supreme now, which is weighing on the markets. The ongoing chaotic scenario, new news and developments can trigger volatility.
On Wednesday, US president Donald Trump reiterated his stance to impose reciprocal tariffs on counties, including India from April 02, 2025, during his address to the Congress
At Business Standard Manthan 2025, Samir Arora set the cat among the pigeons when he argued for the abolition of capital gains tax to bring back FIIs to Indian markets
Modi tells that FPIs are expected to stay away from Indian markets until expensive Indian equities become attractive to them
Taxing FIIs on their gains, who face forex risks, and have no tax set-off available in their home country is a big mistake that the government is making, said Sami Arora at BS Manthan.
Analysts believe the market may not enter bear territory for now; instead expect some time-wise correction and sectoral rotation going ahead. Here are the key levels to track.
Speaking at BS Manthan, Wood said he remains structurally bullish on Indian equities from a long-term perspective; but cautious in the short-term given the quantum of FII outflows and valuation woes.
The Nifty 50 index has shed nearly 13% in the last five straight months, its longest losing streak since November 1996; equalling its second-worst ever in the 35-year history.
Within the large-cap 100 universe, stocks from Adani group - Adani Green Energy and Adani Energy Solutions - have witnessed a 63 per cent and 54 per cent fall in their PE since September 2024-end
Most investors who came in CY 2020 are sitting on handsome gains. But they have never seen a greater-than-10-per cent correction until CY 2025
Keeping the price-earnings (PE) multiple intact, our (Nifty) index target gets revised to 27,000 levels i.e. nearly 21x PE on FY27 EPS of Rs 1,300
A large portion of the dip is attributed to the over 10 per cent correction in ITC (Rs 11,863 crore), Larsen & Toubro (Rs 6,713 crore) and State Bank of India (Rs 5,647 crore) shares, thus far in CY25
Fortunes of stock brokers and asset managers, analysts suggest, are directly linked with how the primary and secondary markets play out.
NSE, Bharti Airtel storm into top 10 for the first time in Axis Bank's Burgundy Private and Hurun India list; Motilal Oswal Financial Services was the fastest-growing company, the report suggests.
The smallcap meltdown continues, raising concerns of a full-blown capitulation
I do not like to buy markets that are making all-time highs. As a rule, if the markets are correcting and investor are not worried, I do not buy, Jim Rogers said.
Analysts expect the markets to remain volatile in the immediate short-term in the backdrop of tepid corporate earnings, Rupee movement and Donald Trump's tariff threats.
Analysts expect this painful phase for the small-cap stocks to continue for some more time, at least till the corporate earnings start to show signs of improvement.