Page 3 - Puneet Wadhwa

Gold, Silver Samvat 2081 outlook: Will precious metals continue to sparkle?

Samvat 2081 outlook: Analysts believe the interplay of easing monetary policies globally, ongoing geopolitical conflicts, and the upcoming US presidential elections is poised to influence gold prices

'UBS underweight in Indian equities vs other EMs': Sunil Tirumalai

Within EMs, UBS prefers markets that have attractive fundamentals and valuations, says Sunil

Earnings disappointment a catalyst for market correction: Analysts

The developments come at a time when the markets are already grappling with geopolitical developments in West Asia and the uncertainty surrounding the outcome of the US presidential polls

India vs China: How leading brokerages are positioned across Asian equities

India stock market, China news: Indian equity markets, analysts said, are expensive relative to China, which offers a better risk-reward ratio and return potential in the short-to-medium term

Inflation horse brought to the stable, has to be kept on a tight leash: RBI

While the September inflation print may see a significant pick-up as base effects turn adverse and food prices register an upturn, food inflation, the RBI said, is expected to ease by Q4:2024-25

A Nifty pullback needs to be taken in stride, says Sharekhan's Gaurav Dua

Earnings in the banking sector are expected to moderate due to pressure on margins and potential elevated slippages in the unsecured loan book, he says

Noel's appointment as Tata Trusts' chair signals continuity, BAU: Analysts

Noel is the half-brother of the late Ratan Tata, and was already a key trustee of the Sir Dorabji Tata Trust and the Sir Ratan Tata Trust

Time to downgrade Indian stock markets? Sell India, buy China? Analyst view

Absolute-return investors must avoid Indian markets in the backdrop of recent developments, especially the stimulus by China, suggests a report by BCA Research

Will markets crash if BJP loses Haryana, J&K, Maharashtra, Delhi state polls?

The outcome of the state polls, especially in Haryana and Maharashtra, analysts believe, are also important from 'farm politics' viewpoint, and how the government deal with the farmer's demands

Role models like Rakesh Jhunjhunwala inspire new investors: Hiren Ved

Now, the focus has shifted from creating investor intent through education to enabling easy execution via digital channels

The mother of all bear markets in equities is dead: Shankar Sharma

We have mastered the art of neutering the 'bear market villains' - speculation, inflation, war, disease - we have dealt with them all, Sharma said

Markets in the times of war: Sharp correction and then a swift recovery

Stock market today: Events such as a war do present a buying opportunity for long-term investors, analysts said

Chris Wood trims India exposure; says geopolitics biggest risk to markets

A deterioration in the geopolitical situation is the biggest risk to global equity markets, Wood said, which he believes is not yet fully discounted by them

Investors must temper return hopes after stellar equity run: Jaipuria

He shares that his focus remains on finding companies that fit their 'U's' philosophy - undervalued, underowned, and undiscovered

822 IPOs globally aimed to raise $65bn till August; India tops APAC tally

Investors, the report suggests, are shifting towards larger, more valuable IPOs at the global level despite the reduced number of listings thus far in 2024

IPO fundraise thus far in 2024 third highest in primary market history

IPO pipeline for the remaining part of CY24 remains strong. 25 companies plan to raise nearly Rs 63,550 crore and have Sebi's approval

India's one of the most crowded trades for FIIs, says Sandeep Bhatia

There is a notable shift in global perception of India, Sandeep Bhatia said, as it is now seen as a rising star, reflecting growing international admiration

US Fed rate cut: How leading brokerages interpret the development

US Fed rate cut: Policymakers, according to reports, expect the Fed's benchmark to fall another half of a percentage point by 2024-end, and another one per cent in 2025

Tactically cautious on India, Fed rate cut quantum a surprise: Chris Wood

If the US Federal Reserve (US Fed) rate cut is combined with a weaker dollar then the EMs (ex-China) should do well

India our APAC priority and primary market focus: Bhaskar Laxminarayan

He says that a 25-bp cut with a strong dovish message could be as effective as a 50-bp cut with minimal commentary