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Is it a good time to buy stocks, or will the markets correct further?

On the global front, analysts expect the 'higher for longer' narrative as regards interest rates to play out for some more time as leading global central banks remain in a wait-and-watch mode

Equity investors make best returns amid falling interest rates: UBS

Based on free-float market capitalisation in the FTSE All-World index, which spans the investable universe for a global investor, the US market accounts for a staggering 60.5 per cent of total value

Paytm up 5%: Here's why foreign brokerages remain bullish on the stock

Analysts at Goldman Sachs, Bernstein and Morgan Stanley believe that Paytm can rally up to 75 per cent in a bull case scenario

India market-cap to hit $10tn by 2030; sharp run near-term risk: Chris Wood

While market valuation is high, it should be seen in the context of the acceleration in growth, Wood says

Limited opportunities with PSUs; bet on dividend yield, momentum: Bernstein

Within in PSU space Bernstein prefers ONGC, Coal India, IOC, Bank of Baroda, GAIL, BPCL, Canara Bank, HPCL, Oil India and MRPL.

Markets are overvalued; IT, metals among most expensive sectors: Analysts

As of Jan 2024, the price-to-book valuation for the Nifty50 index, according to HDFC Securities Institutional Research, was 114 per cent of the average historical valuation, indicating expensiveness.

19% of global fund managers bullish on India; Japan most preferred: BofA

Among markets, investors preferred India and Taiwan apart from Japan, while avoiding Thailand and China, the survey suggested.

Jefferies stays bullish on PSU stocks: SBI, Coal India, NTPC lead the way

The recent outperformance (before the sharp fall in past sessions), Jefferies said, was helped by earnings per share (EPS) upgrades and return on equity (RoE) improvement.

Nifty Smallcap 250 index tests 50-DMA. Is there more room for downside?

The index had slipped below the 50-DMA back in November 2023, too, but recovered.

The next few months are likely to see increased volatility: Shiv Sehgal

Valuations of midcaps and smallcaps have reached very high levels, and hence to that extent leave little margin of safety, Sehgal said

BAT stake sale, tax overhang: 4 reasons why Jefferies has downgraded ITC

Jefferies downgraded the stock to 'hold' from 'buy' earlier with a target price of Rs 430, down a huge 17.3 per cent from its earlier price target of Rs 520.

IRFC, NBCC, SJVN, BHEL: PSU stocks are on fire; analysts see more headroom

The S&P BSE PSU index has gained over 90 per cent in the last one year, rising much higher than the S&P BSE Sensex that has surged nearly 19 per cent during this period, show ACE Equity data

HPCL, BPCL, IOCL: Here's why Morgan Stanley thinks OMC stocks can flare up

The S&P BSE Oil & Gas index has been an outperformer, surging nearly 20 per cent in CY24 as compared to the S&P BSE Sensex that has lost around 1 per cent during this period, shows data

Markets pricing in 400 seats for NDA in 2024 Lok Sabha elections: Analysts

The markets are already pricing in a victory for Modi-led National Democratic Alliance (NDA) in the upcoming general elections, and expect the alliance to achieve its 400-seat target, suggest analysts

Mark Mobius joins Hong Kong-based Chartwell Capital as strategic advisor

Founded in 2007, Chartwell Capital is an independent, Hong Kong-based investment firm that focuses on China's Greater Bay Area and the Asia-Pacific region.

Over 80% of Sensex, Nifty50 stocks trade above their 200-DMA

The 200-DMA is considered one of the most relevant trend indicators by investors and traders. They believe that stocks and indices trading above this key level exhibit strength and are likely to rally

Mid, Smallcap indices stay afloat in a choppy January; analysts cautious

The BSE Midcap and Smallcap indices have gained up to 4 per cent this month, as of Jan 25, while the benchmark BSE Sensex has declined over 2 per cent.

DLF, Prestige, Sobha: CLSA downgrades select realty stocks. Here's why

Most positive factors in terms of a pick-up in housing demand and office space absorption, CLSA said, are already priced in.

Abolish STT, sops for rural India: What markets expect from interim budget

Interim budget proposals are likely to have a hint of populism given the upcoming general elections, believe analysts, but unlikely to derail the government from its path of fiscal prudence.

Equity, money markets in the US remain polarised, says Chris Wood

Another key development in the US, that the global equity markets would eye over the next few months, is how the political landscape shapes up ahead of the presidential elections