)
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.
The attacks, according to analysts at Rabobank International, expose wider risks to crude and natural gas supplies from the region despite the initial quick reversal of price gains for both markets
Usage-wise, silver has a 52 per cent demand from industrial applications, and one of the biggest demand growth driver is its use in clean energy applications such as solar energy and electric vehicles
What's particularly encouraging is the rise in hybrid categories-especially arbitrage, BAFs, and multi-asset funds, experts said.
PSU railway stocks trade at several times book value (net worth) and at very rich price-earnings (P/E) multiples, the Kotak report said
Garre tells that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps
The policy, according to U R Bhat, co-founder & director, Alphaniti Fintech shows the RBI's confidence in inflation and other macro variables
Nomura's revised Nifty target is a modest 6 per cent higher from the current level of the index. BofA Securities, on the other hand, has not made any change to its year-end Nifty target
Discretionary segments, he believes, may rebound as interest rates fall, rural incomes improve, and the government steps in with measures such as tax cuts and the Eighth Pay Commission
JP Morgan on India: India, JP Morgan believes, remains 'trade-insulated' and is a safe haven amid trade war 2.0 besides being cyclically well-positioned
SIP flows should stabilise and return to their previous growth path as fears of intense trade wars fade after six months of Trump's presidency and 20 days of India-Pakistan tensions
60+ IPOs worth ₹1.02 trn ready to harness steady market currents
The most likely bloc to enjoy long-term appreciation against the USD remains Asian currencies in what amounts to a reversal of the dynamic triggered by the Asian Crisis nearly 30 yrs ago, Wood said
The broking, wealth management industry is likely to see a consolidation phase over the next 6 to 9 months, driven by challenging market conditions, said Ashok Jain of Arihant Capital
The average retail investor who was rewarded handsomely given the surge in the markets in the last few years, Kotak Institutional Equities believes, have turned more cautious now.
Faber finds countries like Indonesia, Thailand, and Malaysia more attractive than India right now.
LIC's top equity holding in terms of value, Reliance Industries (RIL), has been one of the biggest contributors in its portfolio, with the stock's 25 per cent surge adding ₹26,515 crore in value
Interest rates coming down should generally lead to a rerating of the markets
Moody's downgrade, analysts said, was more to get the rating in sync with Fitch and S&P, who have already downgraded US' ratings.
As a strategy, we prefer domestic-focused sectors like BFSI, Consumption, Industrials, Healthcare, and Telecom, says Gautam Sinha Roy, equity & fund manager at ICICI Prudential Life Insurance.
In India, infrastructure and consumption continue to be the primary themes that investors are keenly monitoring, BofA Securities said