Page 3 - Puneet Wadhwa

Indian stock markets to continue underperforming EM peers: Morgan Stanley

Earlier in November 2022, Morgan Stanley had reiterated its stance on the Indian markets and said that the bull-run remained intact. Back then, they expected the Sensex to hit 80,000 levels by Dec '23

Adani group stock rout has shaken investor faith, says Gaurav Dua

"A monetary policy meeting this week and some important October-December 2022-23 results may influence the near-term direction of markets"

Budget proposals don't change our long-term preferences: Abhiram Eleswarapu

'Consensus forecasts call for a 16 per cent earnings compounded annual growth through FY25, with margin expansion baked in across most sectors', said Eleswarapu

Capex push, tax rationalisation: Brokerages give a thumbs-up to Budget 2023

Our equity strategists view the budget as positive for infrastructure and capex-sensitive sectors, says Goldman Sachs

Budget delivers a big boost for consumption-related stocks: Analysts

The Budget has put more money in the hands of the people through relief from Income Tax, which is a very positive step, analysts said

Will Budget 2023-24 be populist or pragmatic? Brokerages weigh in

Budget to focus on rural India, capex, and manufacturing push, as well as prioritising macro stability

Flows to Indian equities are at risk as investors eye China: Chris Wood

He believes India remains the best long-term equity story in Asian and the emerging market (EM) context

Timing of Hindenburg report is curious; market reaction overdone: Analysts

The Hindenburg report comes on the heels of Adani Enterprises' (AEL) plans of Rs 20,000 crore follow-on public offer (FPO) announced a few days ago

What does 2023 have in store for Indian markets and economy?

Despite uncertainties, India's equity market scaled new highs last year. But how will the markets and the economy behave in 2023? Find out tells you what leading economists and market analysts think

Markets are cyclical; we only romanticise the good part: Shankar Sharma

Every equity market across the globe has and will have its day, and Indian markets are having their day right now

Fertiliser stocks are shining; and there's more to the rally, say experts

A K Prabhakar, head of research at IDBI Capital, for instance, sees more headroom in stocks of fertiliser companies, especially those that have backward integration as well