All stories by Puneet Wadhwa
'Market volatility may continue in 2022'
Rediff.com5 Jan 2022'In 2022, active management, long-short strategies, multi-asset strategies, and asset allocation strategies need to be considered to meet long-term investment goals.'
Equities may come under pressure over next few months
Rediff.com3 Jan 2022As regards India, FIIs have pumped in over Rs 34,400 crore in the Indian stocks in calendar year 2021.
'India is in the mid of a compelling investment cycle'
Rediff.com22 Dec 2021'Good investment opportunities should not be missed.'
'Preserve Capital In 2022'
Rediff.com21 Dec 2021'For someone who wants to invest for the future or his family, diversification is necessary.' 'Diversify across asset classes -- equities, gold, real estate, fixed income, commodities, and even cryptocurrency.'
'Capital goods, real estate will see an uptick in 2022'
Rediff.com17 Dec 2021'Indices will remain range bound in 2022 as earnings catch up with the current multiples.'
Factors that will affect global equities in 2022
Rediff.com16 Dec 2021After a stellar run in 2021 that saw the S&P BSE Sensex and the Nifty50 clock gains of 20 per cent and 22 per cent respectively, global equity markets, including India, are gearing up to welcome 2022 on a cautious note. For one, new variants of the Covid -19 infection that make current vaccines less effective is one of the key risks worth flagging, analysts said. Inflation was also a risk for this asset class in 2021, although most market participants expect that the current elevated inflation levels will be transitory.
'Key risks to markets in 2022 are...'
Rediff.com16 Dec 2021'Overtightening of monetary policy by central banks and the spread of new Covid variants, which may force governments to restart lockdowns or restrict mobility.'
December will be a trying time for these 10 stocks
Rediff.com15 Dec 2021After a stellar November that saw companies mop up over Rs 36,000 crore from the primary market via initial public offers (IPOs) and offers for sale (OFS), the current month, analysts said, will test investor's willingness to stay on with their investments as the one-month mandatory lock-in period for anchor investors begins to loosen. A note by Edelweiss Alternative Research suggests that in calendar year 2021 (CY21), 51 companies went public. Of these, 41 issuances' anchor selling dates are already over.
Will the markets see Santa Claus rally this December?
Rediff.com10 Dec 2021There has been a stellar rise for the Indian markets this far in calendar year 2021 (CY21) with the S&P BSE Sensex surging over 19 per cent. The gain in mid-and small-cap indices on the BSE has been sharper with both these indexes surging around 38 per cent and 54 per cent, respectively during this period. Rampant spread of Covid pandemic's Delta variant and the ensuing lockdown and mobility curbs across India, rising prices key commodities, including crude oil and its impact on inflation, possibility of tightening of policy stance by major global central banks, especially the US Federal Reserve (US Fed) have been some of the key headwinds that the markets successfully negotiated during this period.
Stock market strategy for Covid times: Buy or sell?
Rediff.com27 Nov 2021Analysts suggest investors remain in a wait-and-watch mode and not jump in to buy stocks across-the-board.
Morgan Stanley sees Sensex at 70,000 by Dec 2022
Rediff.com20 Nov 2021Despite headwinds, it remains "structurally bullish" on India and expects the Sensex to scale up to the 70,000-mark by December 2022; 80,000 level in a bull-case scenario and hover around the 50,000-mark as a bear-case, the brokerage house said in a report.
'80% of Indian crypto users are aged below 34'
Rediff.com12 Nov 2021'Young working adults between 25 and 34, who are in Indian Tier II and III cities, are leading the charge in terms of crypto adoption.'
'Ignoring new age businesses can hurt portfolio's health'
Rediff.com10 Nov 2021'Investors should keep them on their radar and invest over a longer time frame, and expect some of these companies to bite the dust.'
Gold demand at pre-Covid level in Q2
Rediff.com29 Oct 2021The demand for gold has bounced back sharply in India from the lows seen in 2020 because of the outbreak of the Covid-19 pandemic, and has even beaten the pre-pandemic level. In the September quarter, the demand for gold jumped 47 per cent year-on-year (YoY) to 139.1 tonnes, as against 94.6 tonnes in the year-ago period, and higher than the 123.9 tonnes recorded in the pre-pandemic September 2019 quarter, the World Gold Council (WGC) said in its latest release. In value terms, demand surged 37 per cent year-on-year (YoY) to Rs 59,330 crore during the quarter.
'Air India buy could lead to TCS-like firm from Tatas in aviation'
Rediff.com9 Oct 2021Re-rating of Bharat Petroleum Corporation, Container Corporation, Shipping Corporation, SAIL, and Hindustan Copper, for which the government has already shown intent to divest its stake, possible now, say analysts.
Why are analysts bullish on PSU stocks?
Rediff.com6 Oct 2021Stocks of public sector companies, especially the oil refining and marketing companies (OMCs) - Bharat Petroleum Corporation Limited (BPCL), Hindustan Petroleum Corporation Limited (HPCL) and Indian Oil Corporation Limited (IOC) - logged gains on Tuesday in a weak market. While the Nifty lost nearly 1 per cent in trade on Tuesday, the Nifty CPSE index - a gauge of performance of central public sector enterprises on the National Stock Exchange (NSE) - gained over 3 per cent in intra-day trade. The rally in PSU stocks comes on the back of the BPCL chairman, Arun Kumar Singh suggesting in the company's annual general meeting (AGM) on Monday that the government intends to complete the divestment process in the OMC by March 2022.
'Market rally is becoming more broad-based'
Rediff.com6 Oct 2021'Sectors that had been left out till now will also start participating in the rally.'
'Markets are looking towards FY23 earnings'
Rediff.com24 Sep 2021'We remain positive on technology, private sector financials, gas, infrastructure, and export-oriented plays.'
'Recommend focusing on individual stock picks'
Rediff.com22 Sep 2021'Markets are not prepared for a slowdown as the current expectation is of the continuation in earnings momentum.'
'This cycle will only break if a few high-profile issues 'bomb''
Rediff.com14 Sep 2021'It really doesn't matter that investors getting allotments sell their IPO stock holdings on listing day because a new set of investors are entering.' 'This explains the continued rise in stock prices even after the first day of listing.'