us fed: ETMarkets Smart Talk: Decoding how US Fed rate hike will impact Indian markets: Rahul Bhuskute

us fed: ETMarkets Smart Talk: Decoding how US Fed rate hike will impact Indian markets: Rahul Bhuskute

“The impact on Indian markets is likely to be more indirect with the Indian indexes reacting to downward movement in the US and other markets on account of Fed tightening,” says Rahul BhuskuteCIO, Bharti AXA Life Insurance.In an interview with ETMarkets, Bhuskute who has over 2 decades of experience said: “The markets could see a … Read more

BNP Paribas fears lofty valuation of India’s equity markets

BNP Paribas fears lofty valuation of India’s equity markets

BNP Paribas, one of France’s largest banks and global equity research house, says that India’s premium valuation to the global peers and other Asian markets is unsustainable. Even as markets in the US, Europe and other Asian countries are down between 7 per cent and 23 per cent year to date, India’s Sensex and Nifty … Read more

stock market analysis: Ahead of Market: 10 things that will decide stock action on Monday

stock market analysis: Ahead of Market: 10 things that will decide stock action on Monday

The Sensex after touching the 60,000-level in early trade pared off some of the early gains and ended higher by 105 points in trade on Friday. Sectorally, the IT pack led the gains with a run-up of over 2 per cent. Here’s how analysts read the market pulse: Amol Athawale, Deputy Vice President – Technical … Read more

Sensex crosses 60,000 mark in early trade; Nifty above 17,900 level

Sensex crosses 60,000 mark in early trade;  Nifty above 17,900 level

Mumbai Equity benchmarks on Wednesday continued to trade higher, with the Sensex breaching the crucial 60,000 mark in early trade amid positive global trends and persistent foreign fund inflows. The 30-share BSE benchmark index was trading 301.55 points higher at 60,103.15 in early deals. The broader NSE Nifty climbed 87.40 points to 17,912.65 points. Major … Read more

stock market outlook: India@75: Can markets and micros only go up now? Vallabh Bhanshali answers

stock market outlook: India@75: Can markets and micros only go up now?  Vallabh Bhanshali answers

“We have seen commodity prices soften around the world. We have seen freight rates starting to come down. The Baltic has almost crashed which are all very good pointers and this cycle is becoming short by better use of data and more proactive action,” says Vallabh BhanshaliChairman, Enam Group What are your return expectations from … Read more

market rally: Financials and IT likely to lead next leg of rally in markets, says Roop Bhootra

market rally: Financials and IT likely to lead next leg of rally in markets, says Roop Bhootra

“Financials will participate in the next leg of the rally as credit growth is good and the upcoming festive season augurs well, while IT is now trading at attractive valuations. Both being almost 50% in weights should participate if the Nifty rally continues,” says Roop BhootraCEO, Investment Services, Anand Rathi Shares and Stock Brokers. In … Read more

portfolio allocation: ETMarkets Smart Talk: Want to build a portfolio? Look in small & midcap space: Arvind Kothari

portfolio allocation: ETMarkets Smart Talk: Want to build a portfolio?  Look in small & midcap space: Arvind Kothari

“In the current times, one can find immense opportunities in the small-mid cap space that can be a huge beneficiary as profit growth can be really high,” says Arvind Kotharismall case manager and Founder of Niveshaay. In an interview with ETMarkets, Kothari who has over 12 years of experience in Equity Research and Investment Advisory, … Read more

stock market outlook: ETMarkets Smart Talk: Stock prices have corrected but not to March 2020 level: Srinivas Rao Ravuri

stock market outlook: ETMarkets Smart Talk: Stock prices have corrected but not to March 2020 level: Srinivas Rao Ravuri

“We have seen a decent correction in stock prices, and exuberance has disappeared, but this is not similar to March 2020, when there was complete panic & fear,” says Srinivas Rao Ravuri, CIO, PGIM India Mutual Fund.In an interview with ETMarkets, Ravuri has over 24 years of experience in Indian financial markets, primarily in Equity … Read more

Sensex And Nifty Fall To Start On A Weak Note; Inflation And Fed In Focus

Sensex And Nifty Fall To Start On A Weak Note;  Inflation And Fed In Focus

Stock Market India Indian equity benchmarks started on Monday on a weak note after plunging last week as red-hot US inflation reignited worries about even more aggressive Federal Reserve policy tightening, and Beijing’s renewed COVID-19-led lockdowns added to concerns about global growth. “The uptick in (US) inflation reading would further bolster expectations that the Fed … Read more