Latest news with #PuneetWadhwa
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Business Standard
2 days ago
- Business
- Business Standard
India relatively safe amid trade uncertainty; remain overweight: JP Morgan
Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance Puneet Wadhwa New Delhi Listen to This Article India remains a relatively safe-haven amid trade-related uncertainty, wrote analysts at JP Morgan in a recent note, and maintain an 'overweight' stance on Indian equities in this backdrop. Besides India, Korea, Brazil, United Arab Emirates (UAE), Poland and Philippines are the other emerging markets (EMs) where JP Morgan has maintained an 'overweight' stance. 'Falling inflation, enhanced system liquidity and lower borrowing is likely to boost growth. Timely demand stimulus and support to urban household balance sheet bodes well. Recovery in rural economy further aided by a favourable monsoon. India is a relative safe haven amid trade uncertainty. It is expected to have
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Business Standard
4 days ago
- Business
- Business Standard
Jane Street episode unsettled some institutional investors: Jignesh Desai
Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme Puneet Wadhwa New Delhi Listen to This Article With markets now back near all-time highs, foreign institutional investors (FIIs) remain cautious about valuations — particularly in the mid and smallcap segments — and about regulatory uncertainty, especially in the wake of the Jane Street matter, says Jignesh Desai, chief executive officer for institutional equities at Centrum Broking, in an email interview with Puneet Wadhwa. Edited excerpts: What are the three biggest risks to the Indian equity markets over the next six months? While Indian markets have entered the second half of the year with cautious optimism, I believe there's room for a fresh high over the next six
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Business Standard
4 days ago
- Business
- Business Standard
Street Signs: Nifty adrift in choppy waters, IFSCA nets ghost firms, more
Nifty logs third straight weekly drop amid earnings jitters; IFSCA takes action against ghost firms in GIFT City; IPO pipeline swells ahead of July 31 deadline Puneet Wadhwa Khushboo Tiwari New Delhi Listen to This Article No wind in sails: Nifty adrift in choppy waters The benchmark Nifty 50 index slipped 0.7 per cent to close at 24,968 last week, weighed down by a tepid start to the first-quarter results season. This marked the third straight weekly decline, pushing the 50-stock index just below its 20-day exponential moving average (25,250) — a sign of fading strength. 'Lack of follow-through buying and persistent selling pressure is weighing on sentiment,' said Chandan Taparia, head of derivatives and technicals for wealth management at Motilal Oswal Financial Services. He added that unless the Nifty reclaims 25,300, the near-term bias stays
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Business Standard
7 days ago
- Business
- Business Standard
Has TACO trade in stocks run its course? Chris Wood of Jefferies decodes
From a market standpoint, Wood believes, it is just a matter of time before the negative impact of tariffs starts to show up in the macro-economic data premium Puneet Wadhwa New Delhi Listen to This Article TACO (Trump Always Chickens Out) trade may have run its course as a positive factor for the markets, suggests Christopher Wood, global head of equity strategy at Jefferies in his recent note to investors, GREED & fear. 'But GREED & fear has started to wonder if TACO has run its
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Business Standard
16-07-2025
- Business
- Business Standard
Bernstein expects markets to consolidate; sees Nifty at 26,500 by 2025-end
As a strategy, they have moved utilities sector to equal weight. Financials, Telecom, small discretionary, remain their overweight sectors. Puneet Wadhwa New Delhi Listen to This Article After a sharp run from April lows that saw the Nifty 50 index rise nearly 13 per cent till date, analysts at Bernstein expect the markets to undergo a consolidation phase amid mixed macro-economic signals. They maintain a calendar year-end target of 26,500 for the Nifty 50, which is a modest 5.1 per cent higher from the current levels. 'It will not be heading directly to that level - we expect a bit of consolidation before the next move. From a sector perspective, we shift some weights from utilities to staples - moving into a tactical overweight for a short
