All stories by Puneet Wadhwa
Cool prospects for consumer durable firms as temperature set to soarRediff.com18 hours ago
IMD expects day temperatures to remain above-normal in select regions across the country between March and May 2021.
Investors bet big on cyclicals as economic recovery gathers paceRediff.com18 Feb 2021
sharper-than-expected economic recovery back home, analysts say, can fuel a further rally in domestic cyclicals, industrials, and financials as global central banks continue with their easy money policy.
'India is Asia's best post-Covid recovery story'Rediff.com14 Feb 2021
Christopher Wood, global head of equity strategy at Jefferies reiterate his bullish view on Indian equities on the back of a steady fall in Covid cases coupled with a sharp economic recovery in India, reports Puneet Wadhwa.
Rally in auto stocks may pause for now, say analystsRediff.com11 Feb 2021
Auto companies are now grappling with a slowdown in sales, triggered by pent up demand due to the COVID-led lockdown easing a bit and supply-side issues for raw material.
DLF, Sobha: A good time to buy real estate and related stocksRediff.com9 Feb 2021
Analysts, however, suggest investors remain selective on realty stocks and buy only where there is revenue visibility and a credible promoter backing.
How brokerages read Budget 2021Rediff.com3 Feb 2021
PSU divestment, LIC IPO, fiscal deficit: Budget 2021 marks a clear change in the Modi government's stance from fiscal conservatism to growth orientation.
Morgan Stanley ups Sensex target to 55,000; bullish on cyclicals, midcapsRediff.com3 Feb 2021
Very gradual fiscal consolidation glide path with looser-than-expected fiscal policy; good quality spending mix and reasonable assumption on fiscal math; and focus on privatisation, asset monetisation and long-term funding for infrastructure investments, according to Morgan Stanley, are the three key themes from the Budget 2021.
Retail investors, not FIIs, power equity markets: ReportRediff.com26 Jan 2021
A key trigger for the increased retail participation in equities has been the lockdown triggered by Covid-19 that saw investors channelising their savings to capital markets in search of better return on their investments and the need to increase their disposable income.
What brokerages expect from Union BudgetRediff.com23 Jan 2021
While most experts suggest the government loosen its purse strings and not worry about the fiscal deficit in a pandemic impacted year, it will be a tightrope walk for the government to increase spending without going overboard.
Best investment options for the next 10 yearsRediff.com31 Dec 2020
'Internet, healthcare and life insurance are a few sectors which offer solid long-term decadal potential.'
'Investor migration in IT and pharma will stay for a while'Rediff.com23 Dec 2020
'Quality of management, corporate governance, allocation of capital, full disclosures should form the basis to decide investing in a particular stock.'
Why it makes sense to choose bitcoins over goldRediff.com19 Dec 2020
From its March 2020 low, Bitcoin has gained a massive 474 per cent and has surged 214 per cent year-to-date.
COVID-19 vaccine: Don't rush to buy logistics stocksRediff.com19 Dec 2020
'Most Indian logistics firms do not have the facility to store and transport COVID-19 vaccine right now.'
BNP Paribas sees Sensex at 50,500 in 2021; remains overweight on IndiaRediff.com15 Dec 2020
In terms of stock selection, India continues to benefit from two phenomena - the big getting bigger and availability of quality stocks in relative abundance compared with its Asian peers.
Expertview: Sectors that will drive markets in 2021Rediff.com11 Dec 2020
While analysts remains overweight on financials, property, discretionary, industrials and materials, they maintain a neutral stance on pharma, telecom and energy; and underweight on staples, utilities, and IT services.
Mid-and small-caps to out-perform in 2021: AnalystsRediff.com19 Nov 2020
Portfolio returns, say analysts at Morgan Stanley, are more likely to be driven by bottom-up stock-picking rather than top-down macro forces.
Biden good for emerging markets; dollar to gain from Trump win: AnalystsRediff.com4 Nov 2020
Any market correction, analysts say, would be an attractive entry point for risky assets, which should do well over the medium-to-long term.
Despite Covid, wealth of Indian adults rose 0.7% in H1-20Rediff.com23 Oct 2020
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.'