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IPO boom: $140.3 billion raised globally via 670 offers in 2021

At 670, the number of issues / IPOs in the first five months of CY21 is the second-highest since the calendar year 2000 when 677 IPOs hit the Street globally.

There's a weak link between economy and market, says Jitendra Gohil

The next trigger for a sell-off can be if we go into a nationwide lockdown to curb the virus, but the probability of such a measure is still low, says Gohil

Maharashtra, UP, Delhi getting lower vaccine doses than needed: SBI report

Tamil Nadu, Haryana, Punjab, Bihar and North Eastern States are the states where vaccination wastage is 'quite high', the report said

Return from Indian stocks in next 1-yr will be disappointing: Marc Faber

In the last five years, growth stocks have outperformed value stocks. And I think we are now coming to a stage where value stocks will outperform growth stocks going ahead, Faber said

'Earnings growth at risk if Covid cases could continue to rise for long'

Market movement will depend on the extent of the second wave and also the period for which it lasts, says Dr Poonam Tandon of IndiaFirst Life Insurance

'Markets are in the midst of figuring out the impact of the 2nd Covid wave'

While the market has weakened from its high, it is up significantly over the year, and is trading at multiples that are well above its mean, says Aditya Narain of Edelweiss

Divestment likely to keep PSU stocks on investor's radar, say analysts

In April, the government said that the timeline for disinvestment of Air India and Bharat Petroleum Corporation (BPCL) may be pushed by two to three months due to the second Covid-19 wave

Recently downgraded India under Asian Model Portfolio: Manishi Raychaudhuri

The head of Asia-Pacific equity research at BNP Paribas says a renewed slowdown in consumption and some service sectors can lead to consensus downgrades to Indian earnings estimates

Indian stock market vulnerable to the rise in Covid cases: Chris Wood

The renewed mobility restrictions in India, he believes, also increase the potential risk of a renewed deterioration in asset quality for banks

Market outlook: Should you sell stocks in May and go away?

Since 2010, the S&P BSE Sensex has given a positive return on six occasions in May, data show. In May 2014, it surged 8 per cent - the biggest percentage-wise gain in May in the last decade

India's gold demand up 37% YoY in March qtr; global demand dips 23%: WGC

The next phase of gold demand - in the second half of 2021 - will not be driven by fear, but by economic growth, WGC said

IHS Markit sees India's FY22 GDP growth at 9.6% amid rising Covid cases

Those at Nomura, too, expect the pain in the economy to grow given the recent measures to curb the pandemic. However, they believe that the overall impact will be muted and be for the short-term

Markets to look beyond second Covid wave, say analysts; bet on cyclicals

BofA Securities has cut his positioning towards defensives by downgrading Staples to neutral weight and trimming their overweight positioning for the information technology sector

Economic cost of mobility curbs, lockdowns at Rs 1.5 trillion: SBI report

SBI has also lowered the gross domestic product (GDP) estimates for fiscal 2021-22 (FY22)

'Unlikely to see the same quantum of correction witnessed in March 2020'

The key risk to markets would be more domestic in nature due to the second Covid wave, which may impact the pace of economic recovery, Sampath Reddy, CIO, Bajaj Allianz Life Insurance said

Oxygen diversion to have limited impact on manufacturing sector: Analysts

Revenues of small and mid-sized companies into metal fabrication, automotive components, shipbreaking, paper, and engineering may get impacted temporarily, says CRISIL.

Covid second wave unlikely to dent FY22 earnings, say analysts

While there will be some sectors (such as entertainment, hotels, aviation etc.) that will bear the brunt of the second Covid wave, the loss will be compensated by strong earnings in some other sectors

'Disconnect between markets and the reality of on-ground Covid situation'

Given the weak domestic cues, leading experts see more volatility over the next few sessions

Normal monsoon to boost stocks of agri-related companies, cool inflation

Agriculture activity, according to recent channel checks by Prabhudas Lilladher, is expected to continue at a strong pace in FY22

Markets could see a time and price correction: Valentis Advisors MD

Returns in FY22 will be relatively more muted, but still healthy in the low double-digits, said MD Jaipuria