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Nomura prefers India over Korea; ups rating to overweight in Asia portfolio

The key standout for India, Nomura believes, is the solid consensus' earnings revision trends. Alongside a focus on reforms and measures to attract foreign direct investment (FDI) flows.

Investors bet big on cyclicals as economic recovery gathers pace

Going ahead, given the sharper-than-expected economic recovery back home, analysts say, can fuel a further rally in domestic cyclicals, industrials, and financials

Credit Suisse upgrades India to overweight in APAC portfolio

Within Asia Pacific (ex-Japan), Credit Suisse is now biased towards second-phase Covid recovery markets-Korea, India, Australia, Singapore, and Hong Kong

Lemon Tree, EIH: Good time to check into hotel stocks, say analysts

At the bourses, most hotel stocks have gained ground from their respective March 2020 low. ITDC, Lemon Tree Hotels, Indian Hotels, EIH and Taj GVK have rallied 56 per cent to 163 per cent since then

Markets to remain strong on bottom-up opportunities: Bernstein MD Garre

The equity markets will remain strong from the perspective of bottom-up opportunities, said MD Garre

India is Asia's best post-Covid recovery story: Chris Wood

Rising inflation expectations, Wood believes, is one of the reasons that will boost cyclical trades going ahead, and the best way to play this is via bank and oil-related stocks

PSU divestment, LIC IPO, fiscal deficit: How brokerages read Budget 2021

Budget 2021 marks a clear change in the Modi government's stance from fiscal conservatism to growth orientation, notes analysts at Jefferies

Morgan Stanley ups Sensex target to 55,000; bullish on cyclicals, midcaps

We believe the overall approach of the fiscal policy is in line with the message from the Economic Survey, said Morgan Stanley in a post Budget note

Raising funds from investors will be easier: Helios Capital's Samir Arora

FDI in the insurance sector is very realistic, says Samir Arora

Bad bank, no Covid cess: Why Sensex zoomed 2,300 pts post Budget proposals

The optimism despite higher borrowing and a wider fiscal deficit, analysts say, was on account of the positive measures to revive the Covid-19 hit economy

GDP growth, fiscal deficit: Economic Survey nos in line with expectations

India's economy, as per the Economic Survey, could contract 7.7 per cent in FY21, pulled down mainly by the Covid-19 pandemic and the ensuing nationwide lockdown to contain the spread of the disease

India's gold demand hits 25-yr low in 2020 amid lockdowns, high prices: WGC

Easing of lockdown restrictions, festive period and the ensuing wedding season, however, revived demand hope and drew in jewellery demand worth 137.3 tonnes in the December 2020 quarter

Home sales at pre-Covid level; overall sentiment optimistic: Knight Frank

The residential segment outlook, according to the survey findings, was supported by pent-up demand, multi-decadal low home loan interest rates, and attractive residential prices

Retail investors in driver's seat; dwarf FII flow into mkts in 2 yrs: UBS

A key trigger for the increased retail participation in equities has been the lockdown triggered by Covid-19 that saw investors channelizing their savings to capital markets in search of better return

Chris Wood bullish on Indian equities despite runaway rally since March low

For the market to have a real nasty unwind at the global level, Wood believes there needs to be a catalyst in the form of an economic downturn or a material tightening in US Fed policy

Covid-19 cess, higher spending: Brokerages' expectation from Budget 2021

Growth and not fiscal prudence, experts say, should be the priority for the government now

Maintain a constructive view on Indian equities for 2021: Ashish Gumashta

With a successful breakthrough on the vaccine front, we seem to be moving closer to normalisation in a quarter's time, says Julius Baer India MD

'Sector rotation, a trend we saw in 2020, will continue even in 2021'

Kumar believes that as long as liquidity remains ample, economic recovery gathers steam and the Covid-19 vaccine roll-out picks up pace, markets will keep climbing the wall of worry

Chris Wood cuts exposure to gold, a first in years; invests in Bitcoin

Despite the investment in bitcoin by trimming exposure to gold, Wood still continues to remain bullish on the yellow metal

Gold prices likely to move up in 2021; stay invested for now, say analysts

Accommodative policies of the most central banks world over also meant money continued to flow to this asset class.