Puneet Wadhwa

Market outlook 2025: Brokerages on opportunities, risks, investible themes

Stock market today: As global stock markets, including India, prepare to step into the calendar year 2025, what are the key risks and opportunities that investors need to be mindful of?

The market is irrational right now: ICICI Prudential AMC's Anish Tawakley

Tawakley talks about his hits and misses in 2024 as a fund manager, and the opportunities and key risks for the markets in the year ahead

Gold prices up 30% in 2024; set for best calendar year show in 10 yrs: WGC

Goldman Sachs expects gold prices to reach $3,150 per ounce (bull-case scenario; base case: $3,000/oz) by December 2025, an upside of around 17 per cent from the current levels

Santa Claus rally in mid, smallcap stocks? Here's how you can benefit

Mid, SmallCap stocks to buy: Analysts suggest investors buy only those stocks of those companies where there is earnings visibility for at least a few quarters

When will new RBI governor Sanjay Malhotra cut rates? Brokerages weigh in

Here's how leading brokerages have interpreted the development, and their expectations from Sanjay Malhotra as regards key rates and maintaining a balance between growth and inflation

Indian equity market has more room to correct: Manishi Raychaudhuri

Says that geopolitics will be the most important driver of financial markets in 2025

During downturns quality stocks truly survive, thrive: Saahil Murarka

He tells that it may not be the wrong strategy to invest when the markets are at a high

Risks to sustained market up move; temper return expectation: Analysts

Derivative data also offers an interesting narrative, with foreign institutional investors (FIIs) starting the December series with 67 per cent short positions in index futures

Indian stock market could be bottoming out after crash, says Chris Wood

As an investment strategy, Wood has taken exposure in the US-listed online travel company MakeMyTrip in the India long-only portfolio with a 4 per cent weighting

Fundraising via QIP hits Rs 1 trillion for the first time ever in history

Meanwhile, Adani Energy Solutions has raised Rs 8,373 crore via QIP in August, making it the largest fundraise in the Indian power sector.

Goldman Sachs sees gold at $3,150 per ounce, oil at $100 a barrel in 2025

Thus far in calendar year 2024 (CY24), Brent crude oil prices hit a low of around $69 a barrel before breaching the $91 a barrel mark in April 2024 as geopolitical concerns rose

Stocks, bonds, real estate: Where do India's rich entrepreneurs invest?

Unemployment, corruption, inflation and taxation are the biggest worries of the wealthy Indian entrepreneurs. However, three out of four (75 per cent) feel supported by the government

Sensex gains over 3,000 points in two sessions. Time to buy, sell, hold?

While the rally on Friday of 1,961-points was mostly led by positive global cues amid some buying in Adani group shares, the up move on Monday was triggered by the outcome of Maharashtra polls

Earnings downgrades widespread and more expected, says Andrew Holland

Holland says that flows - especially passive - will favour the US and developed markets over emerging markets

It is a sell on a rise market now with Nifty upside capped, suggest charts

As persistent selling at higher levels continues, Chandan Taparia of Motilal Oswal believes a 'sell-on-bounce' trend is firmly in place at least for now

Will book profit in cryptocurrency Bitcoin at $150,000 levels: Chris Wood

Bitcoin, meanwhile, has gained 164 per cent in the last one year - from a level of around $37,000 to nearly $98,300 now. This is despite the cryptocurrency halving in April 2024.

​Should you dump Adani Green stock for NTPC Green IPO? What analysts say

Vneet Jaain, former chief executive officer at Adani Green Energy along with Adanis, prosecutors said, raised over $3 billion in loans and bonds by hiding their corruption from lenders and investors

Maharashtra election 2024 outcome not a major worry for markets: Analysts

The concerns that some investors may have is that a government led by MVA could perhaps give lower priority to some of the infrastructure projects

Tepid earnings growth in September quarter an Asia-wide problem: Nomura

Meanwhile, according to a note by JM Financial, 66 per cent companies under their coverage saw earnings per share (EPS) cuts for FY25

Market crash: Over two-thirds of mid, small-cap stocks in bear territory

The fall from peak levels in these segments, according to Gaurang Shah, senior vice-president at Geojit Financial Services has also been account of earnings disappointment besides amid high valuations