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Use rallies to selectively exit consumption-driven stocks, say analysts

The run up in stock prices, analysts say, could be a short-term phenomenon and the up move could get sold into as employees grapple with salary cuts and job losses in the quarters ahead

India's stock market is barometer of economic concentration: Shankar Sharma

It is not all gloom and doom. The rural economy has held up quite well and we should start appreciating it even more, says Sharma in an interview with Puneet Wadhwa

Economic recovery in India hinges on moratorium duration: Chris Wood

Wood suggests that moratorium could trigger a consumer lending non-performing loans (NPL) cycle

'Correlation of Indian markets with global peers will be high from here on'

Investors need to focus on the diversified large, mid, or multi-cap segments as the valuation discount of mid/small-cap is adequate at this stage.

Rakesh Jhunjhunwala's portfolio outperforms; net worth over Rs 10,000 crore

His stake in Tata Group-owned watch and jewellery maker - Titan Company - and tractor-maker Escorts remained unchanged.

Mid-caps worst hit as analysts see 24% dip in Q1FY20 PAT for India Inc

A lockdown to contain the pandemic is now eased, but companies are still struggling to get back on their feet. Puneet Wadhwa explains what to expect from companies in terms of revenue

India's debt to hit 87.6% of GDP in FY21; FRBM target only by FY30: Report

India's debt to GDP ratio has increased from Rs 58.8 trillion (67.4 per cent of GDP) in the financial year 2011-12 (FY12) to Rs 146.9 trillion (72.2 per cent)

Crude oil can hit $50/bbl in 2021; gas demand to pick up in India: Analysts

Currently, Brent prices are hovering around the $42/barrel mark

ITC, Balmer Lawrie, SKF India: Time to bet on high dividend yield plays?

Historically, public sector enterprises (PSEs) have been high dividend payers and helped the government bridge any tax collection shortfall.

Liquidity-led market rally records biggest quarterly gain in 11 yrs

The liquidity-driven rally also lifted shares of smallcap and midcap companies that are poised for their biggest quarterly gain in six years.

Global annual spend on PPE can hit $50-80bn; China key player: Jefferies

Post-pandemic, the PPE market could still be three times as big as pre-pandemic levels, Jefferies said

Credit cards, Gold ETFs: How India spent and saved during Covid-19 lockdown

Despite the government's efforts to stem the economic fallout of the pandemic, the fall in income levels triggered a fall in consumption/spending

We're in the sell on a rise camp due to weak growth outlook: S Mukherjee

Companies have started talking about a revival, but that is inevitable after a hard lockdown, he says

Global equity markets are likely to continue their up move: Chris Wood

Most analysts agree that the road ahead for the markets will depend on how the government and other policymakers - in India and other countries - adopt measures to combat this crisis.

A fresh round of selling cannot be ruled out: Harshad Patil, Tata AIA Life

The economy, for a large part of the quarter, was under lockdown, and hence the performance of companies would be muted.

Opportunity in crisis: 5 sectors that may gain from coronavirus pandemic

As India moves to open up the country, investors look at sectors that have been resilient. Puneet Wadhwa charts sectors that are expected to do well in the next few months

FPIs may not rush back to India; holding in Nifty50 companies at 23-qtr low

Of the total 50 companies from the Nifty index, FPIs has reduced their holdings in 45 companies during the recently concluded quarter

Second wave of Covid-19 biggest tail risk for markets: BofA Securities

Despite the sharp recovery seen since March lows, 68 per cent of the fund managers surveyed believe that equities are in a bear market rally.

Nifty PSU Bank index hits lowest level in 15 years; SBI at 4-year low

In past one month, the Nifty PSU Bank index underperformed the market by falling 20 per cent, as compared to 3.7 per cent decline in the Nifty 50 index.

Indian economy to contract 5-7% in FY21: Bernstein, Goldman Sachs

Analysts say the Rs 20-trn stimulus package by govt a lost opportunity