All stories by Puneet Wadhwa
Despite Covid, wealth of Indian adults rose 0.7% in H1-20Rediff.com6 days ago
The total household wealth in India during this period rose 1.7 per cent to $246 billion.
Time to invest in cyclicals as economy gathers steamRediff.com21 Oct 2020
Despite the large economic impact of the Covid-19 pandemic, the markets have recovered sharply even though the performance among individual stocks has been quite polarised.
'India's Asia's most attractive investment destination'Rediff.com15 Oct 2020
'India's march towards being a $5 trillion economy continues, notwithstanding momentary setbacks.' 'India is at an inflexion point and most economists believe this growth super-cycle will extend for over four decades.'
US election, Q2 results to keep markets volatile: AnalystsRediff.com24 Sep 2020
A weak economy coupled with rising Covid-19 cases and inflation that is above RBI's comfort zone, geopolitical developments, and upcoming India Inc's second quarter results for FY21 could impact sentiment, analysts say.
'Stock picking has become more interesting'Rediff.com18 Sep 2020
'There will be massive differences in sectors and stocks over the next few years.'
Long road ahead for consumer durable firmsRediff.com16 Sep 2020
Analysts expect firms to shift focus to online platforms to boost sales in these Covid-19-impacted times.
Why Goldman Sachs believes bull run will continueRediff.com16 Sep 2020
Major global indices - the Nasdaq, Bovespa, Seoul Composite, S&P 500, Dow Jones, S&P BSE Sensex, NYSE, DAX, Nikkei and, CAC 40 - have all gained 37 per cent to 75 per cent since their respective March 2020 low.
'Foolhardy to get into market for speculative gains'Rediff.com4 Sep 2020
'The market recovery is fragile,' warns Raamdeo Agrawal, co-founder and joint managing director, Motilal Oswal Financial Services.
Trump or Biden? It won't matter a lot for Indian marketsRediff.com3 Sep 2020
Given the impact Covid-19 pandemic had over the world economy, analysts expect global central banks, especially the US Fed, to keep the liquidity tap open, which, in turn, is likely to keep the equity markets, especially those in the emerging markets, buoyant.
'Investors need to be extremely selective'Rediff.com31 Aug 2020
'The market won't wait for earnings to recover.'
2 cos to gain most from Maharashtra stamp duty cutRediff.com28 Aug 2020
After Maharashtra, analysts expect more states like Karnataka and Haryana to slash stamp duty rates. However, analysts, do caution that it's still a long road to recovery for the realty sector.
'In the short-term, the markets will remain volatile'Rediff.com28 Aug 2020
'There is still scope for selective stockpicking.'
Looking for a second home? UK, Spain among top destinationsRediff.com7 Aug 2020
One in four people surveyed by Knight Frank said they were more likely to move in the next 12 months as a result of the Covid-19 pandemic.
Want to invest? Tips from a MasterRediff.com6 Aug 2020
'Investors need to diversify at least 30% to 50% of their liquid wealth across different markets, asset classes, and instruments across the world.' 'Do this with proper guidance and advice.' 'Global investing is complicated, but if done right, is extremely rewarding.'
Residential property sales at 10-yr low in H1Rediff.com17 Jul 2020
Prices of residential property in Mumbai, NCR, Bengaluru, Pune, Chennai, Hyderabad, Kolkata and Ahmedabad witnessed a sharp fall in H1-2020 with Kolkata witnessing the steepest drop of 7.5% to Rs 33,433 per square meter. Demand for office space fell the most in Pune and NCR markets at 47% and 45% respectively.
'We are underweight on India'Rediff.com9 Jun 2020
'India is possibly the most fiscally constrained market in the region.'
Markets will be choppy amid 21-day lockdown, say analystsRediff.com26 Mar 2020
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'