Puneet Wadhwa

Have the markets overreacted to PM's austerity appeal? Experts decode

Experts believe the markets, which were already nervous owing to the West Asia war, may have overreacted to PM Modi's appeal for austerity measures given the sharp fall seen in the last two days.

PM Modi has held up a mirror to the country: Nilesh Shah, Kotak AMC

At the moment, markets are driven far more by global developments than domestic factors, Shah said. The biggest concern globally, he feels, is energy supply and energy prices.

Risk-reward less attractive for Indian stocks vs Asian peers: Goldman Sachs

While the bulk of foreign selling is likely over after the outflows over the recent months, Goldman Sachs does not see foreign investors returning to Indian shores in a hurry, even if oil prices dip.

FIFA world cup, stock market crash, economic woes: What does history say?

A FIFA-WTO study estimates the 2026 World Cup could generate $80.1 billion in global output, add $40.9 billion to global GDP, and support around 824,000 jobs

BJP's West Bengal win: L&T, Bandhan Bank among others may gain, say experts

The BJP's victory in West Bengal, wrote analysts at Nomura in a note, could lead to expectations of improved governance, ease of doing business and enhanced infrastructure spending.

BJP win may revive corporate interest in WB; realty may see achhe din: Analysts

A BJP win in West Bengal, said G Chokkalingam, founder and head of research at Equinomics, could see economic growth-related initiatives. More corporate capital, he said could find its way into WB.

Cutting Sensex, Nifty targets now is premature: Harendra Kumar, Elara Capital

Data has shown that on falling market days, retail investors were net buyers, and on rising days, they were net sellers. So, the idea that they are always disadvantaged is a misnomer, Kumar said.

BSE Small, Midcap indices set to post best monthly rally in 12 years

Among 1,262 stocks from the BSE Smallcap index, over half, or 734 stocks, outperformed in April by recording more than 20 per cent return, data shows.

Remain structurally bullish on India despite headwinds: Ben Powell, BlackRock

The long-term story as regards India -demographics, reforms, digitalization, and improving efficiency- remains intact, Powell said.

Crude oil may stay elevated despite UAE's decision to quit Opec: Analysts

The closure of Strait of Hormuz (SoH), analysts said, is the primary reason for this as oil supplies from this region remain curtailed.

Two months of West Asia war: Analysts see smallcap's outperformance continuing

From their February 27, 2026, level, the Nifty Smallcap 100 index rallied 6.5 per cent, while the Nifty Midcap 100 index gained 2.2 per cent. In comparison, the Nifty 50 and BSE Sensex are still down.

Analysts trim India Inc's FY27 earnings forecast amid West Asia war

JP Morgan has revised down its FY27 earnings estimates by 2-10 per cent on a weighted-average basis over the last few weeks across sectors such as Consumer, Auto, Financials and OMCs

Equity investing in good shape and fashionable as ever: Saurabh Mukherjea

In developed markets, we are investing in defence & aerospace, power turbines & plant construction, the data center supply chain and in ultra-luxury consumption plays, Mukherjea said.

JP Morgan downgrades India to neutral amid earnings woes, lack of AI plays

JP Morgan's 2026 year-end bull / base / bear case targets for the Nifty 50 stand at 30,000 / 27,000 / 20,500 levels, respectively.

Small-caps likely to outperform over 12 - 18 months: Jyotivardhan Jaipuria

Small-caps, according to Jaipuria, are a classic "buy pessimism, sell euphoria" trade, he said.

Markets unprepared for a steep petrol, diesel price hike: Analysts

On its part, the government has denied reports of hiking petrol and diesel prices despite the surge in crude oil in the backdrop of the conflict in West Asia.

I've turned bullish on the markets after a long time: Andrew Holland

Andrew Holland, head - new asset class, Nippon India Asset Management in a Q&Q with Puneet Wadhwa says that the markets are assuming that the West Asia conflict won't be prolonged.

Mark Mobius was an icon, a brand in his own capacity, says Raamdeo Agrawal

Veteran investor Mark Mobius, who put emerging markets on the global map, has passed away-here's how Raamdeo Agrawal remembers him and the key lessons for investors.

Wipro unveils Rs 15,000-cr buyback via tender route: Should you go for it?

The buyback price is 19 per cent higher than the stock's closing price on Thursday's of Rs 210.15 per share on the NSE.

Charts suggest up to 5% upside for the Sensex; will the rally hold?

The near-term outlook for the Nifty remains positive as long as the index holds above 24,080, says Anand James of Geojit Investments.