Page 83 - Indian Equities
We expect markets to remain polarised: Centrum Broking's Nischal Maheshwari
Given the ongoing global risk sentiment, investors are flocking to safe-haven asset classes and avoiding risky EM asset classes, said Maheshwari
 "We expect markets to remain polarised: Centrum Broking's Nischal Maheshwari")
Indian equities not as expensive as reported, says Valens Research CEO
As-reported financial information cannot be trusted and have blinded investors from seeing the true earning power, valuation, says Joel Litman
 "Indian equities not as expensive as reported, says Valens Research CEO")
Why equities will remain in favour
The global equity markets overall may prove directionless in 2020, but individual stocks still look capable of powering ahead. Investors will need to focus on stock-picking
 "Why equities will remain in favour")
Best of BS Opinion: The last decade for equities, jobs growth, and more
An escalation in West Asia could push up crude oil prices significantly and affect the Indian economy at multiple fronts.
 "Best of BS Opinion: The last decade for equities, jobs growth, and more")
US-Iran standoff to pull down Indian equities: ICICI Prudential MF
The small cap segment is set to dominante the landscape for the next three to five years, after under-performing for two years, it said
 "US-Iran standoff to pull down Indian equities: ICICI Prudential MF")
Indian equities more expensive than emerging market peers: RBI's FSR report
According to experts, the gap between underlying corporate earnings and share prices has widened to a multi-year high
 "Indian equities more expensive than emerging market peers: RBI's FSR report")
MSCI India's weight to rise by 70 bps in May 2020 review: Morgan Stanley
FPI limit hike will be implemented from April 1, 2020
 "MSCI India's weight to rise by 70 bps in May 2020 review: Morgan Stanley")
Markets heading for a third straight year of narrow stock participation
Weak underlying economic trends may keep market interest limited to select stocks
 "Markets heading for a third straight year of narrow stock participation")
With just 8% growth, India trails other EMs in latest market surge
A rate cut by the US Federal Reserve, progress in trade talks, and the Brexit deal have benefited both developed markets as well as EMs, say analysts
 "With just 8% growth, India trails other EMs in latest market surge")
India is paying price for repeated failure to fix banking system: Jan Dehn
London-based Jan Dehn, head of research at Ashmore Investment Management,says he is not bearish on Indian equities and the current problems in India are cyclical, but the banking issue
 "India is paying price for repeated failure to fix banking system: Jan Dehn")
Why are FPIs selling?
We need to see a concerted attempt to make India an easier place to do business
 "Why are FPIs selling?")
Outlook for Indian equities is positive, policy credibility high: Jan Dehn
'I would like to see PM Modi furthers India's integration into the global economy', said the head of research at Ashmore Investment Management
 "Outlook for Indian equities is positive, policy credibility high: Jan Dehn")
Trade tensions rattle markets; equities edge lower for 6th straight session
Election result uncertainty also weighs on investor sentiment
 "Trade tensions rattle markets; equities edge lower for 6th straight session")
Indian equities grab major chunk of foreign inflows into Asia in March
On the back of solid flows, Sensex and Nifty gained about 7.7% last month
 "Indian equities grab major chunk of foreign inflows into Asia in March")
Market in for a bumpy ride as experts see volatility in equities ahead
It's been an unnerving time for investors with the market swinging wildly both ways in the past few days. This month the benchmark Sensex has gained or lost more than 300 points on six of the 13 trading days. Friday was particularly volatile with the Sensex seeing a 1,500-point swing, amid sharp correction in financial stocks, before closing 280 points lower. The immediate trigger was the uncertainty surrounding the future of IL&FS and tighter liquidity conditions. The India VIX, a measure of investors' perception about the risk of sharp swings based on options prices, rose about 10 per cent to 15.4. "For VIX, 16-17 is the level to watch out for and any up move beyond this level will be a sign of caution," said Sneha Seth, derivatives research analyst, Angel Broking. "For Nifty, there is a likelihood of a steep correction to 10,850 levels if the market does not go past 11,350 in the next few sessions." Bank stocks in particular may be in for a rough ride, says Seth, considering ...
 "Market in for a bumpy ride as experts see volatility in equities ahead")
Indian equities are off to best start to a financial year since Modi win
India is already among the best-performing markets globally this fiscal year
 "Indian equities are off to best start to a financial year since Modi win")
Oil on the boil poses risk to Indian equities, says JPMorgan
Since 2014, India has underperformed emerging market (EM) peers during periods of sharp rallies in crude oil prices
 "Oil on the boil poses risk to Indian equities, says JPMorgan")
Rescue plan may lure foreigners anew to Indian stocks
S&P BSE Sensex and the NSE Nifty50 have set fresh records as local investors ploughed money into shares
 "Rescue plan may lure foreigners anew to Indian stocks")
Hold on to equities despite heady valuations
Invest gradually and on corrections to reduce losses
 "Hold on to equities despite heady valuations")
FY18 results must catch up to justify high valuation of Indian equities
For now, Q1 expectations are watered-down, particularly for consumer-oriented sectors
 "FY18 results must catch up to justify high valuation of Indian equities")