All stories by Puneet Wadhwa
Markets will be choppy amid 21-day lockdown, say analystsRediff.com7 days ago
Given the developments, analysts expect fiscal and monetary support from the government and RBI to revive sentiment. However, recovery, they say, from these levels will be slow and painful.
'Defensive portfolio strategy is recommended'Rediff.com19 Mar 2020
'Investors should reduce cash gradually and look for value investing.'
3 reasons why fall in crude prices won't benefit IndiaRediff.com10 Mar 2020
Usually, a fall in oil prices is followed with a cut in retail prices of auto fuels and the government passes on the benefit to consumers. However, Morgan Stanley believes gains this time around will remain capped.
Coronavirus fears: Is it a good time to buy gold?Rediff.com28 Feb 2020
Gold, which was hovering around $1,321 an ounce in January 2019, has already breached $1,600 per ounce in the past few sessions to a seven-year high.
AGR woes: What if Vodafone Idea is forced to shut downRediff.com18 Feb 2020
The social impact of this could be worse as 300 million subscribers may face the annoyance of network shutdown and churn.
From Morgan Stanley to Motilal Oswal, brokerages disappointed with BudgetRediff.com4 Feb 2020
Despite a slowing economy, the Budget does not envisage any major stimulus through the budgeted fiscal deficit figures, said Goldman Sachs.
'Nifty, Sensex don't indicate problems in economy'Rediff.com6 Jan 2020
'So, what does one believe -- just 6 stocks that are pushing the indices higher or the 600 scrips that are reflecting economic pain?'
Why govt's Rs 25,000 cr realty push fails to enthuse most analystsRediff.com8 Nov 2019
A recent report by Citi had pegged the total amount stuck in stalled projects across seven major Indian cities (Bengaluru, Mumbai Metropolitan region, National Capital Region, Ahmedabad, Hyderabad, Kolkata and Pune) at Rs 80,000 crore.
Analysts give thumbs down to BSNL-MTNL megerRediff.com24 Oct 2019
'The announcement has come too late. This should have been done years ago.'
Though slowly, tide is indeed turning for mid, small-capsRediff.com13 Sep 2019
So far in September, the S&P BSE Small-cap index has gained nearly 3 per cent as compared to a modest 0.2 per cent dip in the S&P BSE Sensex.
Residential property prices dip in Mumbai, Chennai and Kolkata in H1Rediff.com10 Jul 2019
Prices in Bengaluru, the National Capital Region, Hyderabad and Ahmedabad, however, witnessed an uptick during the period.
Why not to expect a runaway pre-Budget market rallyRediff.com11 Jun 2019
Liquidity issues post the crisis at DHFL, progress of monsoon, rupee trajectory at the domestic level and oil prices are some factors that will keep markets choppy, analysts say.
Dewan Housing crisis drags Jhunjhunwala downRediff.com10 Jun 2019
The liquidity crisis at Dewan Housing Finance Corporation Limited (DHFL) has dented the fortunes of ace investor Rakesh Jhunjhunwala, who increased his stake in the troubled company in the March 2019 quarter (Q4FY19).
Is it safe to invest in PSU stocks?Rediff.com21 May 2019
Traditionally, most PSUs have been cash-rich, which added to their value. However, the government has been tapping regularly into their cash resources to boost revenue for the exchequer
Oil can hit $100; poses biggest risk to Indian equitiesRediff.com29 Apr 2019
The surge in oil prices has also affected the rupee, which hit a 6-week low of 70.25 on Friday against the dollar.
Economy-wise, Modi's re-election will be favourable: Marc FaberRediff.com10 Apr 2019
With the frontline Indian benchmark indices trading near all-time highs ahead of the general elections that begin later this week, Marc Faber, Editor and Publisher of "The Gloom, Boom & Doom Report" tells Puneet Wadhwa that the Indian stock market is relatively expensive, especially the index (large-cap) stocks.
'Both BJP and Congress are indulging in competitive populism to woo voters'Rediff.com9 Apr 2019
There will be pressure on the fiscal situation, especially at a time when the monsoon can also disappoint. More populist expenditure is on cards if the mandate is a hung Parliament or a coalition government.
Stock markets in India are convinced of a Modi victoryRediff.com8 Mar 2019
Even though stocks may remain volatile in the run-up to the polls, as political parties stitch up alliances, the long-term trajectory for the markets remains bullish.
'Mid and small-caps will outperform in 2019'Rediff.com18 Jan 2019
'The probability of another negative year in 2019 is low.'
Which stocks should you invest in this election season?Rediff.com16 Nov 2018
Analysts caution a non-BJP government is not an impossible scenario. In case of a Modi-led coalition, they advise investors to focus on discretionary consumption, select private banks and financials, RIL, housing, and IT.
Markets not yet factoring a major upset for BJP in upcoming state electionsRediff.com9 Oct 2018
The polls are being viewed as a run-up to the general elections scheduled for May 2019 and will test the popularity of the government and its policies amid rising crude oil prices
'Invest in mid-caps very selectively'Rediff.com25 Sep 2018
Even as rising crude oil prices, trade war fears and a sliding rupee cast a shadow on market sentiment, Nischal Maheshwari, chief executive officer for institutional equities and advisory at Centrum Broking, tells Puneet Wadhwa that in the next one year, the outcome of the 2019 general election is a bigger challenge for the market.
DON'T rush to buy PSBs. Here's whyRediff.com19 Sep 2018
The recent three-bank merger seems to be grossly negative for Vijaya Bank and Bank of Baroda in the short term, as the negative net worth of Dena Bank will have to be absorbed by the merged entity
5 reasons why Goldman Sachs downgraded Indian equitiesRediff.com18 Sep 2018
Stretched valuations and slowdown in DII flows are some of the reasons why Goldman Sachs cut its India rating to 'market-weight'
'Stay away from large-caps': Mark Mobius to investorsRediff.com14 Aug 2018
Mark Mobius, co-founder, Mobius Capital Partners, tells Puneet Wadhwa that investors should concentrate more on "value" rather than momentum, and on good small- and medium-sized companies rather than large-caps.
The key risk for the Indian stock marketRediff.com19 Jun 2018
High networth individuals selling stocks to buy real estate is among the key risks for the Indian markets.
Mid, small-caps outperform in four years of Narendra Modi governmentRediff.com25 May 2018
Analysts attribute this outperformance to the government's proactive economic reform measures
'Rising oil prices a key threat to Indian equities'Rediff.com23 May 2018
Rising oil prices, sharp slowdown in mutual fund inflows and steep valuations remain the key risks for Indian investors going ahead.
'We expect high single digit returns from the market this year'Rediff.com8 May 2018
'The economy needs to deliver the expected 7.5% growth for the markets to deliver better than single digit returns.' 'Any disappointment in growth can see the markets correcting downwards.'
Why one needs to be cautious while investing in FY19Rediff.com4 May 2018
Swati Kulkarni, executive vice-president and fund manager - equities at UTI Mutual Fund tells Puneet Wadhwa that though mid-and small-cap companies are trading at a higher valuation as compared to large-cap peers, one can still find value in select pockets.
Sensex could dip sharply if BJP loses KarnatakaRediff.com4 May 2018
The Karnataka election is being seen as the semi-final to the 2019 general elections and appears to be heading towards a close fight
Analysts cheer Infy's growth strategyRediff.com26 Apr 2018
The thrust, they feel, remains on design thinking, AI and digital besides enhanced focus on investing in selling and marketing efforts, expanding local talent base and re-skilling staff
Modi's re-election and the road ahead for the stockmarketRediff.com24 Apr 2018
The 'Indian story' will be badly damaged if the Modi government is not re-elected, argues investment banker Christopher Wood.
2019: Morgan Stanley wants you to investRediff.com18 Apr 2018
The best-case scenario -- to which Morgan Stanley attaches 30 per cent probability -- pegs the S&P BSE Sensex at 41,500 levels in the next 12 months.
'Markets are expected to be range-bound for some time'Rediff.com9 Apr 2018
As markets enter the new financial year and the long-term capital gains tax on the sale of stock investments kicks in, Abhinav Khanna, head of equities, Citi India, tells Puneet Wadhwa that he remains optimistic on the medium-to-long term growth of India, led by consumption recovery and the green shoots visible in the capex cycle.
Are good days over for Nifty?Rediff.com7 Feb 2018
Nifty could fall to 9,500 levels; not a good time to bottom fish, say experts
'Indian stock market is more vulnerable than any other'Rediff.com7 Feb 2018
Jim Rogers, chairman of Rogers Holdings, tells Puneet Wadhwa that the US bond market that hit bottom in 1981 and has been in a bull-run since then, is coming to an end.
Don't rush to buy public sector bank stocksRediff.com5 Feb 2018
Though most experts remain bullish on the banking space, they suggest investors buy only those banks whose NPAs are at a manageable level of 3% to 4% and there is credit growth or earnings visibility.
Will the markets continue to scale new peaks post Budget?Rediff.com30 Jan 2018
Thus far in 2017-18, FIIs and MFs have invested Rs 198.91 billion and Rs 1,119.49 billion in the Indian equity markets. Of this, around Rs 152.46 billion has come in January alone.
'Buy 10 good stocks and you are set for a lifetime!'Rediff.com11 Jan 2018
'Trust a fund manager, buy some small-cap funds and stay invested.'