High networth individuals selling stocks to buy real estate is among the key risks for the Indian markets.
However, in the last few sessions, the stock of Mukesh Ambani-controlled Reliance Industries Limited (RIL), hit its 52-week low level of Rs 2269.75, and has been one of the worst performers among the Sensex pack thus far in calendar year 2023 (CY23). Thus far in CY23, RIL has tanked nearly 11 per cent as compared to a fall of around 5 per cent in the S&P BSE Sensex. The fall in the stock, according to Gaurang Shah, senior vice-president at Geojit Financial Services is mostly due to the overall dip in the market sentiment, which in turn has impacted large-caps, including RIL.
Global brokerage firm CLSA is positive on India's growth stroy.
Rising oil prices, sharp slowdown in mutual fund inflows and steep valuations remain the key risks for Indian investors going ahead.
The outbreak of the Omicron variant of the coronavirus and unprecedented lockdowns in China have roiled its equity market and also that of Hong Kong. After the crisis-hit Sri Lanka, China and Hong Kong are the worst-performing stock markets in Asia on a year-to-date basis.
His goal of 18 majors is in serious doubt, but five years after his precipitous fall from grace a rehabilitated Tiger Woods is entering the next phase of his career heading toward making another billion.
From its March 2020 low, Bitcoin has gained a massive 474 per cent and has surged 214 per cent year-to-date.
Analysts suggest investors remain in a wait-and-watch mode and not jump in to buy stocks across-the-board.
Mutual funds have invested nearly Rs 94,500 crore in equities thus far in CY17, compared to Rs 32,000 crore in the year ago period, at a time when foreign investors have turned net sellers of India since August.
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.
'The biggest risk to the Indian markets from a 12-18-month view is that the current government does not get re-elected, or loses in a way that is not represented at all in the next central government.'
The surge in oil prices has also affected the rupee, which hit a 6-week low of 70.25 on Friday against the dollar.
Stock selection in India remain relatively low-beta given the lack of any conviction here on any near-term upturn in the investment cycle
Russia has concentrated its firepower on Ukraine's Donbas region, where it has long backed two separatist regions at war with the Ukrainian government since 2014.
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.
CLSA managing director & equity strategist Christopher Wood, and executive director Mahesh Nandurkar tell Puneet Wadhwa that the markets could give a return of around 10 per cent from the current level over the next year.
Morgan Stanley removed banking stocks from its model portfolio when it slashed its weighting on the sector by 500 basis points. Several foreign brokerages, such as UBS, JP Morgan, and Credit Suisse, of late, have also become less optimistic about banking stocks.
Benchmark indices plunge 4.7% in the first full week of 2016.
India is still the best story in major emerging markets from a 5-year perspective.
What differentiates Rajan from his predecessors is his proactive steps in anticipating a problem and coming up with out-of-the-box solutions
The winning photos of the Animal Friends Comedy Pet Photo Awards 2022.
Brokerage CLSA has raised its "already substantial overweight in India", its chief strategist Christopher Wood wrote on Aug. 7.
Analysts expect the central bank to remain watchful of inflation.
'I was having a hard time not crying coming up the last hole.' 'All of a sudden it started hitting me I was going to win the tournament.'
The price of gold in India seems to have bottomed out.
Mark your calendars! Here's all the lowdown of all the major sporting events coming up in 2022...
It would be beneficial for the economy to hold on to high interest rates till inflation numbers are under control.
Demonetisation will wipe out the likely benefits of a good monsoon this year, says Christopher Wood of CLSA.
Tiger Woods lost a front tooth after being hit in the face by a video camera while watching girlfriend Lindsey Vonn take a record 63rd World Cup Alpine ski win in Italy on Monday, according to his agent.
A look at the winners and the celebs at the awards.
FIIs pump in $1.4 billion in March, after pulling out $2.9 billion in Jan-Feb.
Imports in 2016 expected to be lowest in 7 years but experts don't rule out a revival in demand if the yellow metal's price falls
Lindsey Vonn put the 22 hardest months of her career behind her with a 60th World Cup victory.
RBI Governor Raghuram Rajan is regarded as credible by global financiers.
West Ham United could face repercussions after several pitch invasions and ugly scenes in the stands during the second half of a crushing 3-0 home Premier League defeat by Burnley on Saturday.
'There was a revolt. They were fighting for their rights.' 'They lost their rights after colonial forest policies came into place.' 'These freedom fighters were trying to reassert those rights.'
The 90th Annual Academy Awards have been announced. A quick glance at the winners, listed in bold.
Hillary is accused of having made "false and defamatory statements negligently, recklessly and purposefully and/or intentionally with malice" in her public comments, including those about the connection between the attack and an anti-Muslim YouTube video.
Dunkirk may have been missed at the year's earlier awards shows, but thanks god, Chris Nolan's classic gets enough play at the Oscar noms.
'If I had to highlight one area that will do well, it is the financial assets -- that is the private sector banks, insurance and mutual funds.'
© 2026 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances