Page 9 - Equity Markets

MSCI acknowledges India's transition to T+1 shorter settlement cycle

Stresses on need for coordinated transition to the shorter cycle

TMS Ep458: Biparjoy cyclone, JioCinema, equity markets, MQ-9B drone

What are the economic implications of Biparjoy? After telcos, is Jio coming for OTTs? Where to invest as markets trade near record highs? What is the MQ-9B 'predator-B' drone? Answers here

Global trends, progress of monsoon to guide equity mkts this week: Analysts

Equity markets this week will be largely guided by trends in global stocks, foreign funds' trading activity and progress of monsoon, analysts said. Investors will also track the movement of rupee against the US dollar and crude oil prices. Benchmark indices Sensex and Nifty closed at fresh lifetime highs on Friday. Market analysts attributed the rally in the markets to the fact that the US Federal Reserve did not raise interest rates, while positive global cues and foreign institutional investors (FIIs) turning net buyers of local equities also supported the uptrend. "The Indian market will be closely monitoring the progress of the monsoon season. Globally, there is expected to be an increase in volatility in the US market over the coming week. This is due to the upcoming semi-annual testimony of Fed Chairman Powell to Congress," said Pravesh Gour, Senior Technical Analyst, Swastika Investmart Ltd. According to analysts, a steady recovery in global indices, especially in the US, .

Valuation discomfort not as acute as it was 6 months ago: Prashant Khemka

'Chasing sectors which have reported strongest earnings not the right strategy always,' he says

Small-caps steal a march over large-caps, look primed for outperformance

Moreover, the upmove in the equity markets will shift towards small-caps, the brokerage predicts

FIIs gung-ho on India from medium-term viewpoint: Saion Mukherjee

'Given valuation comfort, we are still most overweight on China and South Korea,' says Saion Mukherjee

Time to book profit now; buy when Nifty hits 16,000: BofA Securities

The foreign brokerage firm expects Nifty to drop to 16,000 levels as they foresee global slowdown, volatile commodities, peak urban demand/slow rural revival as some of the risks for earnings.

FPIs invest Rs 8,643 core in equities on reasonable valuation of stocks

FPIs started the current financial year on a positive note and invested Rs 8,643 crore in Indian equities from April 3, data with the depositories showed

TMS Ep412: BS Tech Talk, health influencers, markets, El Nino

How is India bridging the have and have-not divide? How is India regulating health influencers? Will the markets break out of their consolidation phase soon? What is El Nino? Answers here

With a 38% jump, India's M&A activity touched all-time high in 2022

Outbound M&A activity increased 31.6% year-on-year to hit $9.8 billion

Coal India to ITC: 10 stocks to hedge against share price volatility

Equity markets have been volatile over the past year. At such times, investors can look at firms that pay generous dividends, which can become a second income

Global mkts fully pricing in Fed hike to 5.5%; Indian equities at risk: UBS

India, according to them, is among the more sensitive markets to US rates, and demonstrates the most sensitivity to local rates given higher influence of domestic flows into the market

India is no longer a crazily expensive market, says Jefferies MD Nandurkar

"Indian equities should catch up with global peers with a good probability of outperformance in the second half of this year"

Ukraine war, a year on: Equity markets see negative second-order impact

Still, one-year equity returns globally, since the war began, have been subdued and marred by intense volatility

Are the markets ignoring the possibility of higher inflation?

Globally, too, sticky inflation seems to be a cause for concern. Last week, two Federal Reserve (US Fed) officials suggested that the US central bank may need to keep interest rates elevated ahead

TMS Ep369: Inflation, investor protection, new-age tech stocks, Pension

Is retail inflation back to haunt us? What does Adani saga teach us about investor protection? Is it time to bet on new-age tech stocks? What is Andhra's Guaranteed Pension Scheme? All answers here

TMS Ep361: Adani Group, Adani-Hindenburg saga, Budget impact, Budget terms

What's next for the Adani group? How will the Adani-Hindenburg saga unfold? Can Budget ease Adani-inflicted pain on Dalal Street? Five Budget terms you should know about. All answers here

Most of the upside will come from earnings growth: Herald Van Der Linde

"We expect a lot to go in the right direction for India. These include bad loans declining, consumption recovering, and investments rising"

TMS Ep352: HUL Q3 results, China's population woes, markets, RRTS

What do HUL results tell us about India's rural economy? What can India learn from China's population woes? How are markets placed ahead of the Budget 2023? What is the RRTS? All answers here

India's premium valuations remain a challenge: Invesco MF's Taher Badshah

Equity valuations are unlikely to expand further unless there are surprises on the earnings front or developed economies do much better than expected, says Taher Badshah of Invesco MF