Page 16 - Indian Stocks

India likely to see rise in populism; trend poses risk to economy: JPMorgan

Populism is linked with weaker economic growth in the long-term, which could weigh on India's rich equity valuations, says bank.

India has worst disconnect between stock rally, gloomy economy

Mismatch doesn't bode well for economy that's set for its first contraction in more than four decades, say analysts.

Mutual funds looked beyond frontline stocks in April, say analysts

Meanwhile, fund managers were seen buying shares of companies, such as HDFC Life, Eicher Motors, and Page Industries - which are arguably a notch below the frontline names

Will market recover? Indian stocks lose premium to bonds amid global crisis

The 25% tumble in the index has meant that stocks currently offer an earnings yield of about 5.25%, compared with the domestic benchmark 10-year yield of about 6.50%

Defensives versus high beta. What should your stock strategy be?

While JP Morgan believes 'cash is king' given the uncertainty that lies ahead, selective buying from a long-term perspective can be done in defensive plays

Media stocks rebound on low valuations; analysts expect gradual recovery

Analysts expect dent in near-term profits

Indian stocks set to gain on Fed boost after logging worst single-day fall

On Monday, the blue-chip NSE Nifty 50 index and the S&P BSE Sensex crashed 12.98% and 13.15%, respectively, their biggest plunges on record. The rupee hit a fresh record low against the dollar

Ban on upfront commission, uncertainty in equity markets hit new offers

The frontline indices have risen close to 15 per cent year-to-date, led by a rise in a handful of stocks

Latin America and India are key growth markets for UPL in H2FY20

The company is confident of achieving its revenue growth guidance of 8-10 per cent and operating profit growth guidance of 16-20 per cent for FY20

It's time to focus on mid- and small-caps

Instead of trying to pick individual stocks, take the mutual fund route

Street positive on prospects of Balkrishna Industries despite headwinds

After guiding for 3-5% volume growth at the beginning of FY20, the company has now revised its guidance to a marginal decline

Regulatory overhang may dent Aurobindo Pharma earnings estimate by 15-20%

The stock tanked to its five-year low before closing 8.7 per cent lower on Thursday

Higher margins, lower credit costs to propel SBI's return on assets by FY21

While the bank believes higher margins and lower credit costs will propel its return on assets by FY21, some analysts expect NPAs may remain elevated

Voda Idea shares fall on rating downgrade, pare losses to end 2% higher

The stock slumped 13.12 per cent to its 52-week low of Rs 3.31 apiece on BSE

Aberdeen bullish on Indian stocks; says India is a haven from trade war

The view may be an outlier as International money managers have sold $4.7 billion of the nation's shares since June

Today's picks: From Asian Paints to YES Bank, hot stocks to watch on Friday

For Asian Paints, keep a stop at 1,600 and go long. Add to the position between 1,632-1,638. Book profits at 1,40

Look for cheap stocks in cyclicals

In perennial sectors, it may be better to focus on the best business, even if that stock is more expensive

Go defensive as few catalysts for Indian stocks, says Jefferies

To make money, look at large firms, banks and defensive stocks such as software exporters and utilities, they say

As global cash shrinks, party may be over for Indian equities

Even as BofAML expects India's NSE Nifty 50 Index to end 2019 at 11,300 - a 4% gain for the year - it won't be a smooth ride

Election time is the moment to pick quality stocks: Credit Suisse

Credit Suisse analysts said India might face the risk of higher de-rating in the near term