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Markets in consolidation phase; prudent to book profit now: Analysts

Thus far in fiscal 2023-24 (FY24), the S&P BSE Sensex has moved up around 5% to nearly 62,000 levels. The Nifty50 index, on the other hand, has gained 5.5% to 18,300 levels, data shows

MSCI rejig: Adani Transmission, Adani Total Gas may see outflow of $206 mn

Shares of Adani Transmission and Adani Total Gas had hit their respective lower circuit filter of 5 per cent on Monday, after MSCI said it would reduce their weights in its indices

India is back with a bang on FIIs mind: Sumit Jain, ASK Investment Managers

Nifty 12-month forward PE is around 23 per cent below peak. Indian equities should find support from robust earnings outlook owing to strength in the domestic economy.

New phase of capex cycle to start soon, say analysts. Top stocks to bet on

Helped by a property upcycle, analysts at Jefferies believe various government initiatives are likely to drive capex going ahead

How will the markets interpret the outcome of Karnataka Assembly polls?

The outcome of a state election, analysts believe, does not necessarily determine the outcome of the national elections

FIIs gung-ho on India from medium-term viewpoint: Saion Mukherjee

'Given valuation comfort, we are still most overweight on China and South Korea,' says Saion Mukherjee

Time to book profit now; buy when Nifty hits 16,000: BofA Securities

The foreign brokerage firm expects Nifty to drop to 16,000 levels as they foresee global slowdown, volatile commodities, peak urban demand/slow rural revival as some of the risks for earnings.

There's little downside in Indian equity markets, says Mahesh Patil

While demand has been softening, commodity price deflation, along with cost control measures by corporates, has prevented severe margin contraction, says Mahesh Patil, CIO, Aditya Birla Sun Life AMC

After a dismal FY23, is the tide turning for mid, small-cap segments?

The S&P BSE Small-cap and Midcap indices have surged around 6 per cent and 4 per cent, respectively, as against a 2 per cent gain on S&P BSE Sensex so far in FY24.

New dividend, bonus share policy to create value for Gujarat PSUs: Analysts

Analysts believe the move will create shareholder value

Indian markets likely to remain range-bound in the near term: Analysts

Rising interest rates, firm crude oil prices and geopolitical concerns, they believe, will keep the sentiment back home in check.

Indian markets may correct, provide better entry points: Ritu Arora

India remains the most expensive equity market in the region and amongst the most expensive globally, says Ritu Arora, Asia CEO at Allianz Investment Management

Apple store opening in India will not impact Redington much: Analysts

According to Redington India, Apple contributed one-third (30 per cent) of its December 2022 (Q3 of FY23) revenues with iPhone's contribution at 24 per cent

Neutral on Indian equities from a 12-month standpoint: Venugopal Garre

Equity returns will be low this year - and perhaps even lower than fixed deposit rates - if one holds positions for 12 months, says Venugopal Garre, MD at Sanford C Bernstein

Can a CEO change impact a company's stock performance? Some insights here

While the Covid-19 period saw CEO transitions take a back seat, Jefferies said that businesses are now dealing with changed macro / geopolitical situations

Too early to say if sub-par monsoon will dent market sentiment: Analysts

Experts say that the volume of rainfall, its timing and dispersion will crucially influence crop sowing, output and prices

DLF, Godrej Prop: Realty stks still have room to build gains, say analysts

The pause, even if temporary, in the interest rate cycle is a positive development for the real estate sector and should see an increase in home-buying

Analysts play it safe; prefer safety of large-caps amid multiple headwinds

Analysts suggest that the overall market valuation has become attractive after the recent correction and investors can start buying large-cap stocks from a medium-to-long term perspective.

Consider 2023 as a year to invest for long term, says Sankaran Naren

Sankaran Naren, executive director and chief investment officer at ICICI Prudential Asset Management Company, in conversation with Puneet Wadhwa

Crude oil can hit $100 a barrel if production cuts continue: Analysts

Others, too, believe that $100 a barrel could become a reality