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FY23 to set new IPO fundraise record

After a blockbuster last year, Indian primary market is set to break its record in the next fiscal year. Our next report does a quick check on what's in store for the primary markets in FY23

Post record Rs 1.1 trn FY22 IPO fundraise, next fiscal may set new record

54 companies plan to raise Rs 1.4 trillion in FY23 after 52 Indian corporates raised an all-time high Rs 1.11 trillion through initial public offers (IPOs) in FY22, Prime Database report said

More pain ahead for FMCG stocks as input costs bite

Despite being considered a safe bet in a choppy market, investors have dumped FMCG stocks in the past few months. Let's find out what is pushing investors away from these counters

Return from well-managed portfolios may be 15-20%, at best: P Kacholia

The domestic market being in a cyclical bull run, the more prudent thing would be to buy on dips, said MD Kacholia

'Indian equities are not a bargain buy at the current levels'

Business Standard's Puneet Wadhwa speaks to Dan Fineman, Co-head of APAC Equity Strategy at Credit Suisse on the extent to which the markets are pricing in the negatives, and his investment strategy

Analysts see more pain ahead for FMCG stocks amid rising input costs

Instead of a recovery in gross margins in fiscal 2022-23 (FY23), Jefferies now builds-in 50-200 basis point (bps) YoY decline, assuming crude stays closer to $100 a barrel and palm oil at $1,500/MT

4.8% of $10.7 trillion Indian household assets are in equities: Jefferies

Equities as a percentage of households net worth has risen to an all-time-high as of March 2022

Raamdeo Agrawal on investment opportunities after market correction

Business Standard's Puneet Wadhwa speaks to Raamdeo Agrawal of Motilal Oswal Financial Services, to know his take on geopolitical developments and investment opportunities in a corrected market

Rising inflation, travel costs to bite into IT firms' margins: Analysts

This rise in inflation in the US, according to analysts at Jefferies, is one big factor that will see most IT companies hike wages going ahead

What BJP's win in assembly 2022 elections means for stock market investors

Markets have given thumbs up to BJP's victory in 4 of the 5 states in assembly elections. Analysts say the victory will support markets in the medium run, but investors must watch out for headwinds

Funds raised by Indian fintechs sees 296% jump in 2021 at $5.94 bn

Payments, according to the report, was the second-most popular category for US investors, as 167 companies received funding in 2021 in the APAC region.

Markets are pricing in 25 bps US Fed rate hike: Analysts

On its part, the US has been battling a spike in inflation that hit 7.9 per cent in February - a four-decade high. The CPI has not been the highest since January 1982, when it hit 8.4 per cent

US Fed policy and market impact

Investors in India are worried about a possible interest rate hike by the US Fed, which is under pressure to cap inflation. Experts believe that a 25 basis point hike is already penciled in.

This Warren Buffett-owned Indian stock has been a wealth destroyer

In September 2018, Buffet's investment arm - BH International Holdings - invested $300 million, or Rs 2,179 crore, for 2.6 per cent stake in PayTM, which had valued the start-up at $10 billion then.

Foreign investors likely to return to Indian equities soon: Chris Wood

Foreign portfolio investors exited India in droves and have sold stocks since October 2021 amid fears of an earlier and faster-than-expected rate hike by the US Federal Reserve (US Fed)

Market divided over interest rate outlook, tightening: Andrew Holland

The main worry for the markets remains a policy misstep by central banks in not tackling inflation or being too aggressive, leading to a sharp economic slowdown, says Andrew Holland

Not taking any bold decisions other than tactical allocation: JM Financial

SATISH RAMANATHAN, chief investment officer for equity at JM Financial Asset Management says the investment firm has increased cash levels marginally across portfolios to ride out the volatility.

Markets are not fully pricing in fuel-led inflation yet, say analysts

Retail prices of petrol and diesel had been on a freeze since October 2021 when crude oil prices were hovering around $80 a barrel

Are the markets pricing in fuel-led inflation?

IT stocks helped benchmark indices rebound into positive zone yesterday. But, how will the markets behave over the next few days against the backdrop of the rise in fuel prices? Let's find out

Retail investors rebalancing risk & return expectations: Pradeep Gupta

Anand Rathi Group continues to expect 10-14 per cent returns on bellwether large-cap stocks, says co-founder and vice-chairman Pradeep Gupta