Page 79 - Indian Equities

2022 will be the year of consolidation for Indian equities: Raamdeo Agrawal

'Whenever the FPI mood alters, we will see both retail and institutional investors become buyers,' says Chairman, Motilal Oswal Financial Services

Fund managers bullish on Indian equities, but tone down expectations

High valuations, exuberance around many new-age businesses, and the excess money floating around in the markets are a source of short-term worry

FIIs, global cues, Omicron trends will drive markets this week: Analysts

Domestic equities will be mainly driven by global market trends, foreign institutional investors' movement and developments around new Covid variant Omicron this week, according to analysts.

There is room for more correction in Indian equities: Kotak AMC CEO

The impending US Fed taper programme and strengthening of the dollar leading to possible liquidity pull out from EMs, says CEO

Inflation trend, US Fed rate decision to set course for Indian equities

Macro-economic domestic inflation data points coupled with FIIs' flow direction and the rate decision of the US Fed will determine the key equity indices' moves during the upcoming week

Is the worst over for Indian equities despite Omicron-concerns?

Global markets calmed on Monday after initial shock of the discovery of the Omicron coronavirus variant. Does this mean the worst is over for Indian equities? This report attempts to find an answer

Move money that you might require over next three years out of equities

But avoid becoming excessively conservative as only equities have the ability to produce inflation-beating returns over long term

Time for caution

Higher valuations will not support a sustained rally

CLSA, Goldman Sachs join growing chorus of India's 'expensive' valuations

CLSA, Goldman Sachs latest to highlight concerns

Two-thirds of Nifty constituents trading at premium to historical averages

The consumer sector P/E of 43.9x in October is at a premium of about 17.6 per cent to its 10-year average of 37.4x

Morgan Stanley downgrades Indian equities over expensive valuations

Morgan Stanley's downgrade follows similar moves by Nomura and UBS

TMS, Ep 28: Q2 results, capital account convertibility, in-app purchases

Q2 results: What do thinning margins mean for India Inc? What are the red flags in Capital Account Convertibility plan? Which stocks will be worst hit in valuation-based correction? All answers here

Nomura downgrades India equities to 'neutral' over unfavourable risk-reward

Nomura said India's valuation appears "very stretched"

Reform-oriented governance reason for market outperformance: Mukul Kochhar

In an interview, Kochhar says monetary policy normalisation is a definite risk but India is better placed, thanks to its strong macros

Rupee pares initial losses to close 11 paise up at 74.12 against US Dollar

Global oil benchmark Brent crude futures fell 0.49 per cent to USD 77.93 per barrel.

Diversify portfolio to guard against risk in equities, say experts

Earnings of India Inc, too, have seen good growth, albeit on a low base, in the past few quarters

Consumption funds: Go for a maximum 5-10% exposure, say experts

Steady economic revival holds the key

Amid rising spread in bond yields, FPIs net buyers in Aug, invest Rs 16k cr

In equities, they invested just Rs 2,082.94 crore while debt segment saw inflow of Rs 14,376.2 crore between August 2-31, depositories data showed.

Changes in interest rates, liquidity to drive mkt: Nippon India MF's Bhan

Sailesh Raj Bhan says earnings in Q1 have been better than market expectations in sectors that have been supported by the recovery of global growth like IT services and metals

Chemplast Sanmar IPO to open on Aug 10; price band at Rs 530-541/share

The initial share sale will conclude on August 12