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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.
As liquidity starts drying up, banks rates start rising and market returns struggle, we expect some level of softness in household market allocations, he said
Chris Wood believes the best way to play Indian markets is the upswing in the Indian property/real estate sector despite the rate hikes by the Reserve Bank of India (RBI)
These negative returns have largely been triggered by panic selling by new investors who exited in droves in the backdrop of rising interest rates, inflation worries and the geopolitical tensions
Over the next 12 months, Morgan Stanley forecasts range-bound markets for equities, credit, yields, and the US dollar
Volatility in the secondary market against the backdrop of US Fed rate hike and global crisis made IPOs of LIC and Delhivery trim their sizes. Will more companies follow suit in the choppy markets?
Business Standard's Puneet Wadhwa speaks to Mark Matthews, head of research for Asia at Julius Baer to get his views on the road ahead for global equity markets as they adjust to rising interest rates
While investors dumped mid-and small-cap stocks as the markets remained choppy over the past few weeks, analysts still expect these two segments to see good interest from a medium-to-long term
What do the Q4FY22 results so far have to say about the state of play in India Inc? Going ahead, what can investors expect in terms of corporate earnings growth of mid-cap and small-cap stocks?
Tech Mahindra and Wipro have tumbled over 30 per cent, while Apollo Hospitals Enterprise and Dr. Reddy's Laboratories have plummeted 22 per cent so far in calendar year 2022 (CY22)
Given the macro headwinds - the need to tighten monetary policy combined with the risk of a much higher oil price, are the key reasons Wood has been in no hurry to add to the 'overweight' position
As most global central banks embark on a rate hike cycle to battle inflation, analysts expect markets to remain choppy. Here's a report on where to invest in a rising interest rate regime
The hike in repo rate by 40 basis points and a 50 bps hike in the CRR by the RBI took investors by surprise. With the RBI getting hawkish, here's what the road ahead looks like for the markets
RBI announcement saw the markets tumble, with the S&P BSE Sensex slipping over 1,100 points in intraday deals to around 55,800 levels.
In the last policy meeting in April, the monetary policy committee (MPC) of the RBI had shifted its focus to tackle the rising inflation in India after the Russian invasion of Ukraine
While LIC policyholders are entitled to Rs 60 discount over the issue price, the retail investors will be offered the issue at a discount of Rs 45 per equity share
While the general consensus is of 6-7 rate hikes this year by the US Fed, there are some who expect lower rate hikes and a slowdown in the economy
This process, according to Wood, is already well underway with Netflix now down 69 per cent year-to-date (YTD)
At 8.5%, the US is feeling the inflation heat. After the US Fed Chief hinted at a 50-bps rate hike in May, the Indian markets crashed last Friday. Does this mean a bearish market for investors ahead?
Jigar Shah, CEO, MIB Securities India, tells Puneet Wadhwa that retail money inflows into markets would decline with the start of the interest-rate expansion.
Given the multiple headwinds, BofA Securities expects markets to be sideways the near-term given inflation impacting volume growth and margins across several sectors