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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.
North Indian cuisine dominates on Zomato with almost around 25 per cent contribution to both orders and gross merchendise value
Most of these offers are coming right now because their regulatory deadlines, to bring the IPOs, are about to lapse, cautioned analysts
Full-throttle performance driven by product premiumisation across vehicle manufacturers
"Any rebalancing must not be done entirely out of the equity market but through a mix of exposure to equity and debt. It is prudent to look at it from the prism of an asset class mix"
Analysts suggest investors stay selective and look for valuation comfort and earnings visibility before investing in the mid-and small-cap segments.
Jefferies estimates the structural flows from retail to the equity markets at around $30-35 billion per annum
Analysts at Jefferies beleive the stock could top the Rs 600-mark, an upside of over 34 per cent from current levels
KENNETH ANDRADE, founder and chief investment officer, Old Bridge Capital Management (Old Bridge Capital), tells that equities will get their share of the investment pool
HEARD ON THE STREET: Persist, pivot or pause? All eyes on Fed and central banks as brokerages turn market psychics
For the S&P BSE Sensex and the Nifty50, the 200-DMA is placed at 60,570 and 17,947 levels.
HDFC Bank's weight in the Nifty Bank index may rise from the current 26.3 per cent to 27.3 per cent
Sectorally, the realty, auto, healthcare and capital goods indices are the top performers so far this fiscal, while the benchmark S&P BSE Sensex has gained around 7 per cent.
Analysts believe, the progress of monsoon, FII and DII fund flows and the upcoming Q2 earnings, are the key triggers for Indian markets
Our biggest overweight by sector is financial, where our top holdings include ICICI Bank and HDFC Bank. This reflects our optimism about the outlook for investment and consumption in the economy
India has emerged as a favourite destination for investors amid global developments, and the growth prospects here are catching the attention of many, says Unmesh Kulkarni, MD, Julius Baer India
That said, Chris Wood believes that the 'picks and shovels theme' for AI remains the most compelling story for now, which is why Nvidia remains his core holding despite valuation at 41x sales.
Among sectors, Jefferies expects the consumer discretionary and staples sectors to see a margin expansion of 2.4 / 0.7ppt in FY24.
Infosys, TCS, MphasiS on JP Morgan's negative catalyst watch. Here's why
RIL could potentially achieve around $10 billion of revenue from new energy business in 2030
So far in the current calendar year 2023, MRF has outperformed the market by gaining 14% on improved financial performance. In comparison, the S&P BSE Sensex gained 3% during the period