Monday, February 28, 2022

Investors should have large private sector banks in portfolio now: Vaibhav Agrawal of Teji Mandi

Vaibhav Agrawal A 200-day simple moving average indicates that the stock price is below its 200-day trend, which is almost 5-6 months. This indicates that the market has undergone a healthy correction, and hence it is a good opportunity to enter fundamentally sound stocks.

from Moneycontrol Market Outlook https://ift.tt/Yyzhspa

Investors should have large private sector banks in portfolio now: Vaibhav Agrawal of Teji Mandi

Vaibhav Agrawal A 200-day simple moving average indicates that the stock price is below its 200-day trend, which is almost 5-6 months. This indicates that the market has undergone a healthy correction, and hence it is a good opportunity to enter fundamentally sound stocks.

from Moneycontrol Market Outlook https://ift.tt/Ovp7tUs

Joe Biden says Americans should not worry about nuclear war after Russian actions

Russia's defence ministry said on Monday its nuclear missile forces and Northern and Pacific fleets had been placed on enhanced combat duty, the Interfax news agency reported, in line with an order the previous day from President Vladimir Putin.

from Economic Times https://ift.tt/FZtTRC1

Sunday, February 27, 2022

Daily Voice | I am most worried that Fed could raise rates 6 times over next 12 months, says Mark Matthews of Julius Baer

Mark Matthews We are at an inflection point, not only from the COVID-induced bull market of 2020-2021, but also from the neo-liberal world order (aka Washington Consensus) to a new world order that is as of yet not defined.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-i-am-most-worried-that-fed-could-raise-rates-6-times-over-next-12-months-says-mark-matthewsjulius-baer_16151981.html

Daily Voice | I am most worried that US Fed could raise rates 6 times over next 12 months, says Mark Matthews of Julius Baer

Mark Matthews We are at an inflection point, not only from the COVID-induced bull market of 2020-2021, but also from the neo-liberal world order (aka Washington Consensus) to a new world order that is as of yet not defined.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-i-am-most-worried-that-us-fed-could-raise-rates-6-times-over-next-12-months-says-mark-matthewsjulius-baer_16152001.html

Daily Voice | I am most worried that US Fed could raise rates 6 times over next 12 months, says Mark Matthews of Julius Baer

Mark Matthews We are at an inflection point, not only from the COVID-induced bull market of 2020-2021, but also from the neo-liberal world order (aka Washington Consensus) to a new world order that is as of yet not defined.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-i-am-most-worried-that-us-fed-could-raise-rates-6-times-over-next-12-months-says-mark-matthewsjulius-baer_16152021.html

Apollo Hospitals adds to Nifty defensiveness

The pandemic has seen the benchmark Nifty-50 Index get its first hospital company as a member. Apollo Hospitals Enterprises (AHEL) will be included in the Nifty-50 from March 31, replacing state-owned IOCL. The shares of Apollo Hospitals closed 5.7% higher on the BSE on Friday on the back of the news.

from Economic Times https://ift.tt/V8GR7Ff

Daily Voice | Benchmark indices can deliver double digit returns this year, says Gaurav Misra of Mirae Asset Investment

Gaurav Misra Gaurav Misra expects a broad-based recovery in the coming years. "Structurally, there are industries ranging from financial products/services to discretionary consumption (including autos) which should do well."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-benchmark-indices-can-deliver-double-digit-returns-this-year-says-gaurav-misramirae-asset-investment_16150801.html

Daily Voice | Benchmark indices can deliver double digit returns this year, says Gaurav Misra of Mirae Asset Investment

Gaurav Misra Gaurav Misra expects a broad-based recovery in the coming years. "Structurally, there are industries ranging from financial products/services to discretionary consumption (including autos) which should do well."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-benchmark-indices-can-deliver-double-digit-returns-this-year-says-gaurav-misramirae-asset-investment_16150781.html

Saturday, February 26, 2022

Two stock ideas by Kunal Bothra for the coming week

"The correction in these PSU stocks makes them a bit more fragile over the very near term but I believe we are now at a position where it is more important to have more sustainability of your portfolios rather than a more return-oriented kind of portfolio because of the kind of news flow and volatility," said independent market analyst Kunal Bothra.

from Economic Times https://ift.tt/KsY9pkS

Sanity returns to Indian stocks but correction is far from over: PGIM India MF#39;s Ravuri

Sanity returns to Indian stocks but correction is far from over: PGIM India MF#39;s Ravuri Ravuri̢۪s call around six months ago of a 10-15 percent correction in the market proved prescient.

from Moneycontrol Market Outlook https://ift.tt/tzpf4Zg

Friday, February 25, 2022

Daily Voice | Stick to companies that command brand equity and consumer affinity amid the current fall: PMS AIF World founder

Kamal Manocha "Considering the brutal fall in prices of recent IPOs and given the fall in markets, a deferred date for LIC IPO is definitely possible."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-stick-to-companies-that-command-brand-equityconsumer-affinity-amidcurrent-fall-pms-aif-world-founder_16150201.html

Nilesh Shah on how D-Street crash could alter India's growth story

“In the near term, news on war will continue to impact our market. But our fundamental story is intact. Of course, it gets adversely impacted by higher energy prices. We import about 4 million barrels of oil a day. A $10 price increase is $40 million outflow from our pocket. But our long-term story remains intact. Elevated energy prices create a dent which we can afford.”

from Economic Times https://ift.tt/g3XbJAh

Thursday, February 24, 2022

Daily Voice | It will be rough sailing if LIC IPO is launched as planned: Rakesh Singh of Fisdom Broking

Rakesh Singh But given the government#39;s asserted stance and commitment to completing the LIC IPO within the financial year, the probability of a deferment seems to be on the lower side, says the CEO of Fisdom Stock Broking.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-it-will-be-rough-sailing-if-lic-ipo-is-launched-as-planned-rakesh-singhfisdom-broking_16146661.html

Canada PM Trudeau announces more sanctions against Russia, cancels export permits

"Today, in light of Russia's reckless and dangerous military strike, we are imposing further, severe sanctions," Prime Minister Justin Trudeau told a news conference.

from Economic Times https://ift.tt/XD2IoFP

Impossible to lock countries like Russia behind iron curtain: Kremlin

"Such country as Russia cannot be locked up behind the Iron Curtain. Problems may certainly arise with a number of countries, however we had various issues with these countries before, if not speaking about the current situation," Kremlin spokesman Dmitry Peskov was quoted as saying by the official TASS news agency.

from Economic Times https://ift.tt/6GV0N1q

Ukraine begins evacuating Moscow embassy, recalls charge d'affaires - RIA

Ukraine began evacuating its embassy in Moscow, Russia's RIA news agency reported on Thursday.

from Economic Times https://ift.tt/mQgA4Rs

Right time to enter market, investors should stagger their cash deployment: Devina Mehra

Right time to enter market, investors should stagger their cash deployment: Devina Mehra Benchmark equity indices fell nearly 4 percent on February 24 after Russia announced a military action in Ukraine.

from Moneycontrol Market Outlook https://ift.tt/fgyaWG9

I will not buy this fall, better to sit on cash, says Andrew Holland

I will not buy this fall, better to sit on cash, says Andrew Holland Nifty 50, Sensex fall more than 3 percent after Russia announced special military operations against Ukraine on Thursday morning

from Moneycontrol Market Outlook https://ift.tt/p08VIDJ

Daily Voice | LIC IPO key to revised disinvestment target and FY22 fiscal deficit numbers: Amnish Aggarwal of Prabhudas Lilladher

Amnish Aggarwal Ukraine-Russia#39;s risk seems unmeasurable at this point in time. While markets can anticipate the Fed tightening and trend, we don̢۪t know the extent and direction of the Ukraine crisis.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic-ipo-key-to-revised-disinvestment-targetfy22-fiscal-deficit-numbers-amnish-aggarwalprabhudas-lilladher_16142961.html

Wednesday, February 23, 2022

Daily Voice | Expect rupee at 80 a dollar, 10-year bond yield at 7.75-7.50%, says Dhananjay Sinha of JM Financial

Dhananjay Sinha #39;Risk to inflation can come from crude oil prices rising above $100 a barrel and resurgence in commodity prices, which will impel a strong Fed response#39;

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-expect-rupee-at-80dollar-10-year-bond-yield-at-775-750-says-dhananjay-sinhajm-financial_16138381.html

Tuesday, February 22, 2022

Brent crude may top $115, this year will be tough for investors, says Atul Suri of Marathon Trends Advisors

Brent crude may top $115, this year will be tough for investors, says Atul Suri of Marathon Trends Advisors Domestic benchmark indices have fallen more than 7 percent from their record highs in October 2021.

from Moneycontrol Market Outlook https://ift.tt/svU8u4c

MC Interview | Sell-off may continue in short to medium term; 2022 will be a dynamic year: Peter McGuire of XM Australia

MC Interview | Sell-off may continue in short to medium term; 2022 will be a dynamic year: Peter McGuire of XM Australia The year 2022 is going to be a very interesting year, volatile year and dynamic year from the trading perspective, says McGuire.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/mc-interview-|-sell-off-may-continueshort-to-medium-term-2022-will-bedynamic-year-peter-mcguirexm-australia_16135681.html

MC Interview | Sell-off could continue in short to medium term, 2022 will be a dynamic year: Peter McGuire of XM Australia

MC Interview | Sell-off could continue in short to medium term, 2022 will be a dynamic year: Peter McGuire of XM Australia The year 2022 is going to be a very interesting year, volatile year and dynamic year from the trading perspective, says McGuire.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/mc-interview-|-sell-off-could-continueshort-to-medium-term-2022-will-bedynamic-year-peter-mcguirexm-australia_16135681.html

Monday, February 21, 2022

It#39;s commodity stocks over consumption play if Ukraine-Russia tensions continue, says Dimensions Consulting#39;s Ajay Srivastava

It#39;s commodity stocks over consumption play if Ukraine-Russia tensions continue, says Dimensions Consulting#39;s Ajay Srivastava Global equities have come under pressure in recent weeks on rising tensions between Ukraine and Russia.

from Moneycontrol Market Outlook https://ift.tt/BXUZstw

Daily Voice | Two sectors that lagged broader market gains last decade set to clock healthy double-digit growth: Shailendra Kumar of Narnolia

Shailendra Kumar Market participants should continue keeping an eye on the volatile situation on the Ukraine-Russia border, says the Chief Investment Officer of Narnolia Financial Advisors.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-two-sectors-that-lagged-broader-market-gains-last-decade-set-to-clock-healthy-double-digit-growth-shailendra-kumarnarnolia_16131661.html

Daily Voice | Two sectors that lagged broader market gains last decade set to clock healthy double-digit growth: Shailendra Kumar of Narnolia

Shailendra Kumar Market participants should continue keeping an eye on the volatile situation on the Ukraine-Russia border, says the Chief Investment Officer of Narnolia Financial Advisors.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-two-sectors-that-lagged-broader-market-gains-last-decade-set-to-clock-healthy-double-digit-growth-shailendra-kumarnarnolia_16131681.html

Sunday, February 20, 2022

Daily Voice | LIC#39;s weightage in indices likely to be small as it would link with free float: Rajesh Cheruvu of Validus Wealth

Rajesh Cheruvu In the coming months, markets are likely to be under pressure with a downward bias while seeing good buying support from domestic institutions and retail at every sharp fall, says the Chief Investment Officer of Validus Wealth.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic39s-weightageindices-likely-to-be-small-as-it-would-linkfree-float-rajesh-cheruvuvalidus-wealth_16126901.html

Pakistan Prime Minister Imran Khan to visit Russia on Feb 23-24: Reports

Russian presidential spokesman Dmitry Peskov confirmed that preparations for the visit of the Prime Minister Khan were underway, the state-run TASS news agency reported on Sunday. "The visit will take place on February 23-24," it quoted a source in diplomatic circles as saying.

from Economic Times https://ift.tt/Geatous

Interview | LIC issue to see ample rush from investors if uncertainties are controlled, says Sonam Srivastava of Wright Research

Sonam Srivastava #39;LIC IPO is already a huge event in the markets. LIC would become one of the top 3 companies by market capitalisation soon after the IPO and would get passive flows and eventual inclusion in the benchmark indices#39;

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/interview-|-lic-issue-to-see-ample-rushinvestors-if-uncertaintiescontrolled-says-sonam-srivastavawright-research_16124841.html

Daily Voice | LIC#39;s market-cap on listing could be around Rs 15-17 lakh crore: Hemang Kapasi of Sanctum Wealth

Hemang Kapasi Insurance companies are usually valued on Embedded Value (EV). EV is nothing but the sum of the adjusted net worth and the discounted value of profits from in-force policies.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic39s-market-caplisting-could-be-around-rs-15-17-lakh-crore-hemang-kapasisanctum-wealth_16125201.html

Daily Voice | LIC#39;s market-cap could be around Rs 15-17 lakh crore: Hemang Kapasi of Sanctum Wealth

Hemang Kapasi Insurance companies are usually valued on Embedded Value (EV). EV is nothing but the sum of the adjusted net worth and the discounted value of profits from in-force policies.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic39s-market-cap-could-be-around-rs-15-17-lakh-crore-hemang-kapasisanctum-wealth_16125141.html

Daily Voice | LIC#39;s market-cap on listing could be around Rs 15-17 lakh crore: Hemang Kapasi of Sanctum Wealth

Hemang Kapasi Insurance companies are usually valued on Embedded Value (EV). EV is nothing but the sum of the adjusted net worth and the discounted value of profits from in-force policies.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic39s-market-caplisting-could-be-around-rs-15-17-lakh-crore-hemang-kapasisanctum-wealth_16125161.html

Daily Voice | LIC#39;s market-cap on listing could be around Rs 15-17 lakh crore: Hemang Kapasi of Sanctum Wealth

Hemang Kapasi Insurance companies are usually valued on Embedded Value (EV). EV is nothing but the sum of the adjusted net worth and the discounted value of profits from in-force policies.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic39s-market-caplisting-could-be-around-rs-15-17-lakh-crore-hemang-kapasisanctum-wealth_16125181.html

Saturday, February 19, 2022

Interview | LIC IPO to see ample rush from investors if uncertainties are controlled, says Sonam Srivastava of Wright Research

Sonam Srivastava #39;LIC IPO is already a huge event in the markets. LIC would become one of the top 3 companies by market capitalisation soon after the IPO and would get passive flows and eventual inclusion in the benchmark indices#39;

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/interview-|-lic-ipo-to-see-ample-rushinvestors-if-uncertaintiescontrolled-says-sonam-srivastavawright-research_16124841.html

Friday, February 18, 2022

Create a FOMO basket and use market correction to buy, suggests Ajay Srivastava

Create a FOMO basket and use market correction to buy, suggests Ajay Srivastava #39;It̢۪s time to look back at some of these stocks, which have also borne the brunt of a selling pressure over the past few months when the equity market turned choppy#39;

from Moneycontrol Market Outlook https://ift.tt/8mPNyTL

Thursday, February 17, 2022

Daily Voice | George Heber Joseph of ITI Mutual Fund sees minor reversal in FII inflows in second half, 2023 may be a good year

George Heber Joseph India is one of the most expensive within the emerging markets zone. So, from the FII perspective, the selling was expected. Advancement of tapering has accentuated the selling from FIIs as the cost of equity paradigm in case of equity valuation is changing

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-george-heber-josephiti-mutual-fund-sees-minor-reversalfii-inflowssecond-half-2023-may-begood-year_16107961.html

Ukraine celebrates Day of Unity amid crisis

In a televised address to the nation on Wednesday, President Volodymyr Zelensky said that Ukrainians are different, but they all are united by the desire to live in peace, happiness and with their loved ones, reports Xinhua news agency.

from Economic Times https://ift.tt/LVvzplB

Wednesday, February 16, 2022

Daily Voice | I wouldn#39;t be surprised if the government is targeting a Rs 19-23 trillion valuation for LIC: Nitin Bhasin of Ambit Capital

Nitin Bhasin The government’s targeted valuation of LIC will make it the highest in terms of market capitalisation, says the Co-Head of Institutional Equities Head of Equity Research at Ambit Capital.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-| i-wouldn39t-be-surprised-ifgovernment-is-targetingrs-19-23-trillion-valuation-for-lic-nitin-bhasinambit-capital_16100641.html

Flat returns in near term is the best investors can hope for, says Sanjeev Prasad of Kotak Equities

Flat returns in near term is the best investors can hope for, says Sanjeev Prasad of Kotak Equities The risk-reward for investors has deteriorated in the face of rising bond yields and growing concerns on the macro-economic front led by a surge in crude prices, says Kotak Institutional Equities

from Moneycontrol Market Outlook https://ift.tt/NvEecju

Tuesday, February 15, 2022

Daily Voice | LIC IPO is unlikely to cause any market correction, says Anitha Rangan of Equirus

Anitha Rangan Any correction makes certain segments or stocks which were attractive look cheap or affordable. Therefore, on a bottom-up approach, it could be an opportunity to accumulate or invest in stocks that have strong fundamentals but were expensive earlier.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-lic-ipo-is-unlikely-to-cause-any-market-correction-says-anitha-ranganequirus_16085841.html

Downturn in crypto market may hurt other asset classes, says Mark Mobius

Downturn in crypto market may hurt other asset classes, says Mark Mobius Problem is that if cryptocurrencies go down then other markets will go down as well, Mobius said in an interview with CNBC-TV18

from Moneycontrol Market Outlook https://ift.tt/tKFZwCW

Mark Mobius sees scope for 10% more correction in Indian markets

Mark Mobius sees scope for 10% more correction in Indian markets Mobius, the founder of Mobius Capital Partners, says he remains invested in Indian equities given as the country̢۪s growth prospects are good

from Moneycontrol Market Outlook https://ift.tt/SilJgPA

Mark Mobius sees scope for another 10% correction in Indian market

Mark Mobius sees scope for another 10% correction in Indian market Mobius, the founder of Mobius Capital Partners, says he remains invested in Indian equities given as the country̢۪s growth prospects are good

from Moneycontrol Market Outlook https://ift.tt/v1zlw4P

Mark Mobius sees scope for another 10% correction in Indian market

Mark Mobius sees scope for another 10% correction in Indian market Mobius, the founder of Mobius Capital Partners, says he remains invested in Indian equities given as the country̢۪s growth prospects are good

from Moneycontrol Market Outlook https://ift.tt/0EFu9iK

Monday, February 14, 2022

Daily Voice | Don#39;t see sharp revision in Nifty earnings estimates for FY22 and FY23 post Q3 numbers: Shibani Kurian of Kotak Mahindra AMC

Shibani Kurian The Senior EVP and Head of Equity Research at Kotak Mahindra AMC believes this is a stock pickers̢۪ market and vouches for a bottom-up portfolio building strategy. For the medium-long-term horizon, she says, equity remains one of the best plays in terms of asset classes.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-see-sharp-revisionnifty-earnings-estimates-for-fy22fy23-post-q3-numbers-shibani-kuriankotak-mahindra-amc_16071121.html

Daily Voice | Don#39;t see sharp revision in Nifty earnings estimates for FY22 and FY23 post Q3 numbers: Shibani Kurian of Kotak Mahindra AMC

Shibani Kurian The Senior EVP and Head of Equity Research at Kotak Mahindra AMC believes this is a stock pickers̢۪ market and vouches for a bottom-up portfolio building strategy. For the medium-long-term horizon, she says, equity remains one of the best plays in terms of asset classes.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-see-sharp-revisionnifty-earnings-estimates-for-fy22fy23-post-q3-numbers-shibani-kuriankotak-mahindra-amc_16071141.html

Daily Voice | Don#39;t see sharp revision in Nifty earnings estimates for FY22 and FY23 post Q3 numbers: Shibani Kurian of Kotak Mahindra AMC

Shibani Kurian The Senior EVP and Head of Equity Research at Kotak Mahindra AMC believes this is a stock pickers̢۪ market and vouches for a bottom-up portfolio building strategy. For the medium-long-term horizon, she says, equity remains one of the best plays in terms of asset classes.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-see-sharp-revisionnifty-earnings-estimates-for-fy22fy23-post-q3-numbers-shibani-kuriankotak-mahindra-amc_16071161.html

Daily Voice | Volatility with downward bias likely if market senses macro instability and uncertainty about global growth, says Manish Kumar of ICICI Pru

Manish Kumar A sustained elevation in oil prices could pose a risk to the market and potentially hinder an economic recovery, says the Chief Investment Officer of ICICI Prudential Life Insurance Company.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-volatilitydownward-bias-likely-if-market-senses-macro-instabilityuncertainty-about-global-growth-says-manish-kumaricici-pru_16060041.html

Saturday, February 12, 2022

Daily Voice |Correction likely if oil crosses $100;15-20% fall unlikely moving ahead, says Green Portfolio#39;s Divam Sharma

Divam Sharma Divam Sharm at Green Portfolio continues to believe that the sectors which are witnessing on-ground developments due to PLI (production-linked incentive) and China plus one will be wealth creators over the coming years.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|correction-likely-if-oil-crosses-3610015-20-fall-unlikely-moving-ahead-says-green-portfolio39s-divam-sharma_16057741.html

Daily Voice | Correction likely if oil crosses $100;15-20% fall unlikely moving ahead, says Green Portfolio#39;s Divam Sharma

Divam Sharma Divam Sharm at Green Portfolio continues to believe that the sectors which are witnessing on-ground developments due to PLI (production-linked incentive) and China plus one will be wealth creators over the coming years.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-correction-likely-if-oil-crosses-3610015-20-fall-unlikely-moving-ahead-says-green-portfolio39s-divam-sharma_16057761.html

Thursday, February 10, 2022

Daily Voice | Market may continue to consolidate for now as rates are hiked globally, says Harshad Chetanwala of MyWealthGrowth

Harshad Chetanwala The market is getting well placed for long-term growth and is expected to do well after a possible near-term consolidation mostly due to interest rate hike and geopolitical issues

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-may-continue-to-consolidate-for-now-as-rateshiked-globally-says-harshad-chetanwalamywealthgrowth_16047761.html

Daily Voice | Market may continue to consolidate for now as rates are hiked globally, says Harshad Chetanwala of MyWealthGrowth

Harshad Chetanwala The market is getting well placed for long-term growth and is expected to do well after a possible near-term consolidation mostly due to interest rate hike and geopolitical issues

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-may-continue-to-consolidate-for-now-as-rateshiked-globally-says-harshad-chetanwalamywealthgrowth_16047781.html

Daily Voice | Market may continue to consolidate for now as rates are hiked globally, says Harshad Chetanwala of MyWealthGrowth

Harshad Chetanwala The market is getting well placed for long-term growth and is expected to do well after a possible near-term consolidation mostly due to interest rate hike and geopolitical issues

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-may-continue-to-consolidate-for-now-as-rateshiked-globally-says-harshad-chetanwalamywealthgrowth_16047821.html

Stocks in the news: Zomato, Star Health, IRB Infra, Tata Chemicals and Trent

ONGC, Divi's Labs, Apollo Hospitals, Motherson Sumi, Star Health,, Voltas, Ashok Leyland, Honeywell Automation, PFC and NHPC are among the companies that will announce their December quarter results today.

from Economic Times https://ift.tt/iDZ7hQE

Wednesday, February 9, 2022

Daily Voice | RBI may opt for middle ground, instead of raising rates, cutting liquidity: Deepak Jasani of HDFC Securities

Deepak Jasani Central Banks across the globe have been looking to tighten the extremely accommodative monetary policy on the back of global inflationary upswing.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-rbi-may-opt-for-middle-ground-insteadraising-rates-cutting-liquidity-deepak-jasanihdfc-securities_16041921.html

Daily Voice | RBI may opt for middle ground, instead of raising rates, cutting liquidity: Deepak Jasani of HDFC Securities

Deepak Jasani Central Banks across the globe have been looking to tighten the extremely accommodative monetary policy on the back of global inflationary upswing.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-rbi-may-opt-for-middle-ground-insteadraising-rates-cutting-liquidity-deepak-jasanihdfc-securities_16041941.html

Stocks in the news: Zomato, Tata Steel, Nykaa, ACC, IB Housing and Lupin

Hindalco, M&M, Zomato, Piramal Enterprises, Hero MotoCorp, ABB, Page Industries, HAL, Trent, IRFC, Bharat Forge, MRF and Cummins are among the companies that will announce their December quarter results today.

from Economic Times https://ift.tt/guGEOJ8

Tuesday, February 8, 2022

Daily Voice | RBI seems behind the curve, expect monetary policy to turn hawkish, says Milind Muchhala of Julius Baer India

Milind Muchhala The recent Budget announcements of an increase in government borrowings and a higher-than-expected fiscal deficit number have clearly weighed on the bond markets and will push the RBI to re-think its course of policy action, says Muchhala, Executive Director, Julius Baer India.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-rbi-seems-behindcurve-expect-monetary-policy-to-turn-hawkish-says-milind-muchhalajulius-baer-india_16034241.html

Stocks in the news: TTML, Nykaa, Bharti Airtel, NMDC, Power Grid and Berger Paints

Tata Teleservices (Maharashtra) reported widening of losses to about Rs 302 crore for the quarter ended December 2021 .

from Economic Times https://ift.tt/UmfaHFZ

Monday, February 7, 2022

Daily Voice | Shiv Chanani of Elara Securities expects MPC to hold policy rates

Shiv Chanani While imported inflation remains a concern, high crude oil prices, if sustained, will accelerate the energy transition that the world is currently witnessing, says the Head of Research at Elara Securities India

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-shiv-chananielara-securities-expects-mpc-to-hold-policy-rates_16021901.html

Daily Voice | If corporate earnings turn robust, FII flows might reverse in 2022, says Rahul Singh of Tata MF

Rahul Singh Daily Voice | Quarterly results have been mixed but by and large the upgrades have balanced the downgrades. Banks and IT have led the outperformance while some parts of consumer sector has seen pressure on margins due to higher input costs and slower recovery in rural markets

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-if-corporate-earnings-turn-robust-fii-flows-might-reverse2022-says-rahul-singhtata-mf_16016261.html

Stocks in news: L&T, Hero MotoCorp, Voltas, PB Fintech, LTIMindtree

Shares of L&T, Tata Power, Canara Bank, Hero Moto and BSE will be in focus today as the companies will announce their fourth quarter res...