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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.
In the last few weeks alone, analysts at JP Morgan, Kotak Institutional Equities and Nomura had sounded caution on the IT sector, suggesting that the heydays may be over, at least for now
Peaking of inflation, analysts believe, could put a cap on bond yields and a floor on equity valuations
'There will be a series of rate hikes but the pace and quantum will depend on how the economy in the US and the rest of the world behave,' Shah said
With the end of easy money, market's risk tolerance is low, and this seems unlikely to change in the near term
'Within the EM pack, barring high valuation, India's fundamentals are superior. But if oil prices spike further, we might see another round of sell-off in India', said Gohil
Christopher Wood, global head of equity strategy at Jefferies believes that S&P 500 has more room for downside. Investors, he suggests, should look to exit stocks on any intermittent bounce-back.
Despite several attempts, the indices have succumbed to global and domestic cues. Should you use the current market fall to buy for long term? Are the markets discounting the rate hikes by the RBI?
Timing the markets to catch a low, analysts caution, will not be a wise strategy at the current levels given the slew of domestic and global developments over the next few weeks
Indian markets outperformed even in the recent correction, thanks to retail participation. How are retail investors looking at the macro-economic situation? Can their investments shrink going ahead?
Over past decade, strong retail flows have coincided with declining / low deposit rates, said analysts at Jefferies, who expect the deposit rates to go above the 7 per cent level with a lag
Soaring inflation, global central bank policies and the Ukraine war have dampened sentiment across global financial markets. What does S Naren, of ICICI Prudential AMC think of the developments?
At the operational level, Nomura sees margin benefit for companies in the backdrop of a cut in steel prices
That said, the derivative market average turnover has improved in May
A sharp selloff hit domestic equity markets yesterday as concerns over high inflation and foreign outflows, butchered bulls. Here's an analysis on what dented investors' sentiment and what lies ahead
The brokerage firm has downgraded the Indian information technology sector to 'underweight' as it believes the heydays of the sector are over
From their lifetime peaks, broader indices have tumbled upto 20% as against a 13-14% slide in benchmarks. Analysts expect these two segments to rebound once the economic growth prospects become clear
We can see a possible earnings growth revival in the automobile sector if the raw material pressure softens and semiconductor availability improves
LIC started its journey at secondary markets on a weak note. While analysts are unperturbed with the stock performance, take a dive into what LIC's weak debut means for this year's divestment target
Investors, who thronged the markets during the Covid-induced sell-off, are looking for cover. Rising interest rates and inflation have taken a toll on sentiment. Find out the road ahead for equities
If India's wheat ban leads to higher price of substitutes like rice, then there could be upward pressure on other food prices