China reports 1,787 new local COVID-19 cases in past 24 hours

Of the new local infections, 1,363 were reported in Jilin, 358 in Shanghai, 16 in Heilongjiang, 10 in Zhejiang, and nine in Jiangsu, according to Xinhua News Agency. The rest of the cases were reported in 13 other provincial-level regions, according to the commission.

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

Daily Voice | Market behaviour to be skewed in favour of high quality stocks going ahead: Gaurav Dua of Sharekhan

Despite massive selling pressure by foreign institutions, Indian equity market has stayed resilient due to support from strong retail inflows lately. The SIP inflows in mutual fund alone added close to Rs 11,000 crore.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-behaviour-to-be-skewedfavourhigh-quality-stocks-going-ahead-gaurav-duasharekhan_16238361.html

Putin said timing premature for Ukraine ceasefire- Draghi

Russian President Vladimir Putin told Italian Prime Minister Mario Draghi that conditions were not mature yet for a ceasefire in Ukraine, Draghi told a news conference on Thursday when asked about a telephone call with Putin the previous day.

from Economic Times https://ift.tt/EgJ1prt

Daily Voice | Margin normalisation will take 2-3 quarters if commodity prices stabilise: Ashutosh Tiwari of Equirus

Capex and Real Estate recovery are the themes for the next few years, so expect a better performance by Capital goods, Industrial, Real Estate and Building material companies,says the Managing Director for Equities at Equirus.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-margin-normalisation-will-take-2-3-quarters-if-commodity-prices-stabilise-ashutosh-tiwariequirus_16234961.html

Pro Masters Virtual: Watch ‘Mutual Funds: Market outlook and Navigating through Volatile Markets’ with Prashant Jain

In the latest edition of MC Pro Masters Virtual, we are joined by Prashant Jain, Executive Director and Chief Investment Officer, HDFC AMC

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/pro-masters-virtual-watch-‘mutual-funds-market-outlooknavigating-through-volatile-markets’prashant-jain_16216901.html

Poland to cut all Russian oil imports; Germany warns on gas

Poland has already largely reduced its dependence on Russian oil, Prime Minister Mateusz Morawiecki said. Morawiecki told a news conference that Poland was launching the most radical plan among European nations to wean off Russian energy sources. Poland said Tuesday it was banning imports of Russian coal. Morawiecki said he expects gas imports will be cut in May.

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

Expect two to three rate hikes from central bank next fiscal, says Dhiraj Agarwal of Ambit Capital

The equity strategist expects the market to remain volatile and range-bound throughout the year.

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

Expect two to three rate hikes from central bank next fiscal, says Dhiraj Agarwal of Ambit Capital

The equity strategist expects the market to remain volatile and range-bound throughout the year.

from Moneycontrol Market Outlook https://ift.tt/mu3gIhW

Pakistan PM Imran Khan orders PTI members not to attend no-confidence motion

Khan "strictly" directed PTI's members of the National Assembly (MNAs) to not participate in the no-confidence motion against him and warned them of action if they disobey the orders, reported Geo News.

from Economic Times https://ift.tt/QKWOq4h

BlackRock holds neutral view on emerging markets, hinting that foreign money will keep dumping India

BlackRock’s outlook on emerging markets suggests foreign investors could dump expensive markets such as India for better bargains in markets like the US, Japan, Brazil and China

from Moneycontrol Market Outlook https://ift.tt/B1IwY5v

BlackRock holds neutral view on emerging markets, hinting that foreign money will keep dumping India

BlackRock’s outlook on emerging markets suggests foreign investors could dump expensive markets such as India for better bargains in markets like the US, Japan, Brazil and China

from Moneycontrol Market Outlook https://ift.tt/f4byHt1

Daily Voice | India Inc could face earnings downgrade in Q4FY22 after seven quarters of upgrade: Hemang Kapasi of Sanctum Wealth

The key tail risk for markets globally is geopolitical tensions. If it continues to flare up, it shall keep supply side shocks unresolved for months making inflation unmanageable which could eventually hurt the prospective demand.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-india-inc-could-face-earnings-downgradeq4fy22-after-seven-quartersupgrade-hemang-kapasisanctum-wealth_16230341.html

Moneycontrol PRO and Sharekhan present Investen on March 29 with Prasenjit Paul on #39;Investment Methodology#39;

In the eleventh webinar on Stock Investing Online Conference, we are joined by Prasenjit Paul, Chartered Accountant. The webinar will go live on this page at 8 pm on Tuesday, 29th March.

from Moneycontrol Market Outlook https://ift.tt/mLk2leb

Moneycontrol PRO and Sharekhan present Investen on March 29 with Prasenjit Paul on #39;Investment Methodology#39;

In the eleventh webinar on Stock Investing Online Conference, we are joined by Prasenjit Paul, Chartered Accountant. The webinar will go live on this page at 8 pm on Tuesday, 29th March.

from Moneycontrol Market Outlook https://ift.tt/FbX6Ncw

Daily Voice | Stay away from these four sectors, says Sonam Srivastava of Wright Research

The founder of Wright Research says that while it is difficult to time the market or the end of a geopolitical conflict, these events are transitory and the market will come back stronger in FY23.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-stay-awaythese-four-sectors-says-sonam-srivastavawright-research_16227241.html

We are all looking for places to hide in this market, says Ashwini Agarwal of Ashmore Investment

While domestic benchmark indices are currently less than seven percent away from their record highs, they had tanked close to 15 percent earlier this month from all-time highs.

from Moneycontrol Market Outlook https://ift.tt/5J2WbRO

New Sebi rules set the stage for formal adoption of ESG from April 1

The good news is empirical data reveals that companies embracing ESG standards are performing better than their peers. In short, good governance is good business.

from Economic Times https://ift.tt/EQI6jeY

We are all looking for places to hide in this market, says Ashwini Agarwal of Ashmore Investment

While domestic benchmark indices are currently less than seven percent away from their record highs, they had tanked close to 15 percent earlier this month from all-time highs.

from Moneycontrol Market Outlook https://ift.tt/RIDO1kq

Gross margins will compress more as inflation delays normal, says Sanjeev Prasad of Kotak Equities

Gross margins, difference between net sales and cost of goods sold, have been squeezed by an unprecedented increase in input costs across the board led by global crude oil.

from Moneycontrol Market Outlook https://ift.tt/cxu0peW

Gross margins will compress more as inflation delays normal, says Sanjeev Prasad of Kotak Equities

Gross margins, difference between net sales and cost of goods sold, have been squeezed by an unprecedented increase in input costs across the board led by global crude oil.

from Moneycontrol Market Outlook https://ift.tt/cxu0peW

Gross margins will compress more as inflation delays normal, says Sanjeev Prasad of Kotak Equities

Gross margins, difference between net sales and cost of goods sold, have been squeezed by an unprecedented increase in input costs across the board led by global crude oil.

from Moneycontrol Market Outlook https://ift.tt/u6tVRZf

Gross margins will compress more as inflation delays normal, says Sanjeev Prasad of Kotak Equities

Gross margins, difference between net sales and cost of goods sold, have been squeezed by an unprecedented increase in input costs across the board led by global crude oil.

from Moneycontrol Market Outlook https://ift.tt/dwq39pS

Daily Voice | Market could hit fresh high in CY22 if Russia-Ukraine crisis is resolved: Santosh Joseph of Germinate Investor

There have been several corrections in the past few months factoring in negative news such as the Ukraine-Russia war, new Coronavirus variants, high inflation etc. Oil price hikes and other supply side concerns that cause higher inflation have already been priced in as well, says the founder and Managing Partner of Germinate Investor

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-could-hit-fresh-highcy22-if-russia-ukraine-crisis-is-resolved-santosh-josephgerminate-investor_16223241.html

Daily Voice | Indian market can give 15-20% return in FY23 if there is no geopolitical risk, says Abhay Agarwal of Piper Serica

We believe that large FMCG companies will see slower growth and lower margins because of a sharp increase in raw material prices. We expect that their valuation multiples will fall as they stop getting priced as growth stories.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-indian-market-can-give-15-20-returnfy23-if-there-is-no-geopolitical-risk-says-abhay-agarwalpiper-serica_16221721.html

Daily Voice | Indian market can give 15-20% return in FY23 if there is no geopolitical risk, says Abhay Agarwal of Piper Serica

"We believe that large FMCG companies will see slower growth and lower margins because of a sharp increase in raw material prices. We expect that their valuation multiples will fall as they stop getting priced as growth stories."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-indian-market-can-give-15-20-returnfy23-if-there-is-no-geopolitical-risk-says-abhay-agarwalpiper-serica_16221741.html

Pramod Sawant to be sworn in as Goa CM on Monday; PM Modi, Rajnath Singh to attend function

More than 10,000 people are likely to attend the event at the stadium, and the swearing-in ceremony will also be broadcast across the coastal state through various news channels. In 2012, Manohar Parrikar had taken oath as the CM at Campal ground in the state capital Panaji after the BJP emerged as the single largest party in the House.

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

Daily Voice | Don#39;t base your investment decisions on market levels if you want to build robust long-term portfolio, says Mrinal Singh of InCred Asset Management

Sectors related to spending on individual mobility, education, leisure, travel, entertainment, consumer durables will contribute to the journey of taking our Per capita income to $4,700 by 2030 which is around $2200 as per IMF data.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-base-your-investment-decisionsmarket-levels-if-you-want-to-build-robust-long-term-portfolio-says-mrinal-singhincred-asset-management_16221521.html

Daily Voice | Don#39;t base your investment decisions on market levels if you want to build robust long-term portfolio, says Mrinal Singh of InCred Asset Management

Sectors related to spending on individual mobility, education, leisure, travel, entertainment, consumer durables will contribute to the journey of taking our Per capita income to $4,700 by 2030 which is around $2200 as per IMF data.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-base-your-investment-decisionsmarket-levels-if-you-want-to-build-robust-long-term-portfolio-says-mrinal-singhincred-asset-management_16221541.html

Why bond market crash is actually good news for most investors

One important reason is lower bond prices mean higher bond yields. Investors who hold bonds for income are pleased when their prices fall, because those bonds continue paying the same income as before.

from Economic Times https://ift.tt/H61ptrK

Daily Voice | With valuations no longer cheap, volatility could recur: Prateek Agrawal of ASK Investment Managers

Strong earnings momentum and continued retail and MF participation in the market should keep the breadth of the market quite good, says the Business Head and Chief Investment Officer (CIO) of ASK Investment Managers.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-with-valuations-no-longer-cheap-volatility-could-recur-prateek-agrawalask-investment-managers_16218981.html

BJP supporters offer prayers across UP before Yogi Adityanath's swearing-in ceremony

According to the news received from Varanasi, before attending the swearing-in ceremony of Yogi Adityanath government, BJP office-bearers and workers in Varanasi also prayed in various temples and sought blessings for the government.

from Economic Times https://ift.tt/Ffq4nWX

Western sanctions won't sway Kremlin, says Russia's former president Medvedev

The sanctions will only consolidate the Russian society and not cause popular discontent with the authorities, Medvedev told Russia's RIA news agency in an interview.

from Economic Times https://ift.tt/PJ8tyBS

Daily Voice | With valuations no longer cheap, volatility could recur: Prateek Agrawal of ASK Investment

Strong earnings momentum and continued retail and MF participation in the market should keep the breadth of the market quite good, says the Business Head and Chief Investment Officer (CIO) of ASK Investment Managers.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-with-valuations-no-longer-cheap-volatility-could-recur-prateek-agrawalask-investment_16218981.html

PM Modi does not care about people, Covid patients: Rahul Gandhi

He cited news reports that claimed that India saw an increased number of suicides due to an economic upheaval over the last two years and that Covid patients did not receive free treatment under the government's "much-hyped" Ayushman Bharat scheme.

from Economic Times https://ift.tt/mw39iYJ

Pro Masters Virtual: Watch the Panel Discussion on Tuesday, 29th March, 2022, at 5.15 pm with Prashant Jain on ‘Mutual Funds: Market Outlook and Navigating through Volatile Markets’

In the latest edition of MC Pro Masters Virtual, we are joined by Prashant Jain, Executive Director and Chief Investment Officer, HDFC AMC.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/pro-masters-virtual-watchpanel-discussiontuesday-29th-march-2022-at-515-pmprashant-jain‘mutual-funds-market-outlooknavigating-through-volatile-markets’_16216901.html

Daily Voice | Markets can fall below recent lows only if both FIIs and DIIs start selling at the same time, which looks unlikely for known risks: Kamal Manocha of PMS AIF World

Following a multi-sector portfolio approach is a better way to get superior, risk-adjusted returns, says the founder of PMS AIF World.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-markets-can-fall-below-recent-lows-only-if-both-fiisdiis-start-selling-atsame-timelooks-unlikely-for-known-risks-kamal-manochapms-aif-world_16216101.html

Credit Suisse will look for opportunities to come back to India but valuations and oil prices will play a crucial role in that decision: Dan Fineman

If it does return, IT and Banks will be at the top or close to the top of the list Credit Suisse will be telling people to buy into, says the investment bank#39;s Head of Equity Strategy for the Asia Pacific

from Moneycontrol Market Outlook https://ift.tt/5qVOYJz

Moneycontrol Market Sentiment Survey | Nifty can generate 10-15% returns in FY23: Experts

IT services, banking and automobiles are the key sectors for investors to bet their money in FY23

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/moneycontrol-market-sentiment-survey-|-nifty-can-generate-10-15-returnsfy23-experts_16212221.html

Daily Voice | Escalation of geo-political tensions from already elevated levels will be key risk factor in FY23, says Harshad Patil of TATA AIA Life

"Given current geo-political tensions, we feel that markets would remain volatile in the near term. However, any emergence of risk-on trade will be contingent on the de-escalation in geo-political tensions, which then can provide positive triggers for Indian equities."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-escalationgeo-political-tensionsalready-elevated-levels-will-be-key-risk-factorfy23-says-harshad-patiltata-aia-life_16211801.html

Daily Voice | FIIs will be the biggest buyers in Indian markets in FY23, says Amit Jain of Ashika Group

"We never believe in new-age companies who do not earn profits even after 10 years of their existence, hence never tracked them."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-fiis-will-bebiggest-buyersindian-marketsfy23-says-amit-jainashika-group_16208121.html

Indonesia scraps quarantine for overseas arrivals

The decision, effective immediately, follows the successful implementation of a quarantine waiver this month for visitors vaccinated against COVID-19 on the islands of Bali, Batam, and Bintan, minister Sandiaga Uno told a news conference.

from Economic Times https://ift.tt/K2gC67o

Markets likely to remain volatile amid uncertainty on Russia-Ukraine conflict, energy prices: Neelkanth Mishra, Credit Suisse

Indian consumers may not have to bear the brunt of increasing energy prices, judging from what governments elsewhere are doing to prevent demand destruction.

from Moneycontrol Market Outlook https://ift.tt/z5MADd8

Daily Voice | Another 10% fall unlikely, but markets will go through some consolidation: Divam Sharma of Green Portfolio

With China#39;s regulatory crackdown and evolving ambiguity, and with Russian markets being untouchable, we believe India is the ideal place to be for FIIs#39; and capital allocation will increase.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-another-10-fall-unlikelymarkets-will-go-through-some-consolidation-divam-sharmagreen-portfolio_16204761.html

Daily Voice | Paytm can fall below Rs 450, stay away from such glamorous IPOs, says Ram Kalyan Medury of Jama Wealth

"With global central banks starting to hike rates to suck out liquidity, private equity firms may have a tougher time raising new rounds, prompting them to make more exits. Therefore, even though there could be some short-term delays, the next few quarters appear to be quite busy."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-paytm-can-fall-below-rs-450-stay-awaysuch-glamorous-ipos-says-ram-kalyan-meduryjama-wealth_16203341.html

Daily Voice | Paytm can fall below Rs 450, stay away from such glamorous IPOs, says Ram Kalyan Medury of Jama Wealth

"With global central banks starting to hike rates to suck out liquidity, private equity firms may have a tougher time raising new rounds, prompting them to make more exits. Therefore, even though there could be some short-term delays, the next few quarters appear to be quite busy."

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-paytm-can-fall-below-rs-450-stay-awaysuch-glamorous-ipos-says-ram-kalyan-meduryjama-wealth_16203361.html

Daily Voice | Don#39;t want to own real estate stocks given little margin of safety, but have realty ancillary businesses: Naveen Chandramohan of ITUS Capital

As investors, we are not reacting to prices, whether they are down 10 percent or up 10 percent to decide what to do next.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-want-to-own-real-estate-stocks-given-little-marginsafetyhave-realty-ancillary-businesses-naveen-chandramohanitus-capital_16202841.html

Daily Voice | Don#39;t want to own real estate stocks given little margin of safety, but have realty ancillary businesses: Naveen Chandramohan of ITUS Capital

As investors, we are not reacting to prices, whether they are down 10 percent or up 10 percent to decide what to do next.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-want-to-own-real-estate-stocks-given-little-marginsafetyhave-realty-ancillary-businesses-naveen-chandramohanitus-capital_16202861.html

Daily Voice | Don#39;t want to own real estate stocks given little margin of safety, but have realty ancillary businesses: Naveen Chandramohan of ITUS Capital

As investors, we are not reacting to prices, whether they are down 10 percent or up 10 percent to decide what to do next.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-don39t-want-to-own-real-estate-stocks-given-little-marginsafetyhave-realty-ancillary-businesses-naveen-chandramohanitus-capital_16202881.html

China’s information dark age could be Russia’s future

By blocking online platforms, shutting down the last vestige of Russia’s independent media and making it a crime to refer to the fighting in Ukraine as a war, the Kremlin has made it nearly impossible for the Russian people to get independent or international news after its invasion. Most Russians are taking in an alternative reality.

from Economic Times https://ift.tt/lHzN3Qs

US will punish China if it gives military aid to Russia, Secretary of State Antony Blinken says

"We're concerned that they're considering directly assisting Russia with military equipment to use in Ukraine,, Blinken said at a news conference here. "President Biden will be speaking to President Xi tomorrow and will make clear that China will bear responsibility for any actions it takes to support Russia's aggression, and we will not hesitate to impose costs."

from Economic Times https://ift.tt/hgMtQw4

Why Vladimir Putin invokes Nazis to justify his invasion of Ukraine

In case the message was not clear, the Kremlin's marquee weekly news show aired black-and-white footage Sunday of German Nazis being hanged on what is now central Kyiv's Independence Square. The men drop, dangling from a long beam, and the crowd cheers.

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

Daily Voice | India will be among best markets globally, if inflation cools off: Rajesh Bhatia of ITI Long-Short Equity Fund

Hereon, the fund would prefer IT, telecom, insurance, private banks and select consumer stocks, says the Managing Director CIO. “We are also likely to increase cyclical bets as we either get a better handle on inflation trajectory or if valuations decline,” Bhatia says

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-india-will-be-among-best-markets-globally-if-inflation-cools-off-rajesh-bhatiaiti-long-short-equity-fund_16201281.html

White House says Indian-American physician Ashish Jha is effective communicator on tackling COVID-19

“We're having a public health expert, somebody who's as well known. Dr. Jha is effective in communicating with the country about how we're going to continue to approach and tackle the pandemic,” White House Press Secretary Jen Psaki told reporters at her daily news conference on Thursday.

from Economic Times https://ift.tt/Oo7XvdC

Daily Voice | Stay invested in businesses with strong pricing power and leadership: Aishvarya Dadheech of Ambit

The only risk factors to look out for are if the Russian-Ukraine war escalates with more countries getting involved and if global growth slows down materially.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-stay-investedbusinessesstrong-pricing-powerleadership-aishvarya-dadheechambit_16198461.html

FabIndia IPO targets ESG investors without ticking ‘green boxes’

“We are ESG in the way we operate in terms of connecting the artisans, the farmers,” Gopal Mishra said in an interview with Bloomberg News. “This is not that we have done something specially for ESG or ticked those green boxes.”

from Economic Times https://ift.tt/I0htXHD

Daily Voice | Stay invested in businesses with strong pricing power and leadership: Aishvarya Dadheech of Ambit

The only risk factors to look out for are if the Russian-Ukraine war escalates with more countries getting involved and if global growth slows down materially.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-stay-investedbusinessesstrong-pricing-powerleadership-aishvarya-dadheechambit_16198481.html

Daily Voice | Stay invested in businesses with strong pricing power and leadership: Aishvarya Dadheech of Ambit

The only risk factors to look out for are if the Russian-Ukraine war escalates with more countries getting involved and if global growth slows down materially.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-stay-investedbusinessesstrong-pricing-powerleadership-aishvarya-dadheechambit_16198501.html

Daily Voice | Good time to increase allocation to top private banks with 2-3 years perspective, says Neeraj Chadawar of Axis Securities

Volatility will continue to be on a higher side before we conclude a concrete direction. It is likely to go down and settle below the long-term average as soon as we enter into a rate hike cycle, and the trajectory for an actual number of rate hikes projected for 2022 will be known to the market.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-good-time-to-increase-allocation-to-top-private-banks2-3-years-perspective-says-neeraj-chadawaraxis-securities_16194161.html

Daily Voice | Good time to increase allocation to top private banks with 2-3 years perspective, says Neeraj Chadawar of Axis Securities

Volatility will continue to be on a higher side before we conclude a concrete direction. It is likely to go down and settle below the long-term average as soon as we enter into a rate hike cycle, and the trajectory for an actual number of rate hikes projected for 2022 will be known to the market.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-good-time-to-increase-allocation-to-top-private-banks2-3-years-perspective-says-neeraj-chadawaraxis-securities_16194181.html

Andhra HC asks state to clear dues of renewable energy gencos in 6 weeks

The order settles a crucial two-year old matter that created news within the country and international investment community. Andhra Pradesh’s attempt to renegotiate Power Purchase Agreements (PPAs), first in India, has been followed by other states like Gujarat and Punjab.

from Economic Times https://ift.tt/RsKtU4w

Daily Voice | Rushabh Sheth of Karma Capital overweight on 3 sectors mildly impacted by inflation, commodity prices

Corporate earnings will continue to grow at a faster rate than the broader economy; India is one of the few islands of growth even in a difficult environment for the world economy, says the Co-CIO and Co-founder of Karma Capital Advisors.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-rushabh-shethkarma-capital-overweight3-sectors-mildly-impacted-by-inflation-commodity-prices_16191061.html

When you think about investing, don't think about the news

The news right now is worrisome. But is it a good time to sell - or to go against the tide and search for bargains? It's hard to tell, and while there are a lot of opinions out there, no one really knows.

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

US Fed hike to cap upside for Indian stocks: Pratik Gupta of Kotak Securities

Gupta expects that the outflow of foreign capital from India towards Chinese markets could curtail given the re-emergence of COVID-19 in the Middle Kingdom.

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

Daily Voice | Recovery unlikely to be swift, prepare for more volatility in near term, says Nikhil Chandak of JM Financial

The reopening theme is one space that has outperformed. There is a COVID and lockdown fatigue in India and globally. So, companies in segments like hotels, multiplexes, travel, etc have the benefit of a huge pent-up demand, says Chandak

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-recovery-unlikely-to-be-swift-prepare-for-more-volatilitynear-term-says-nikhil-chandakjm-financial_16186781.html

Daily Voice | Recovery unlikely to be swift, prepare for more volatility in near term, says Nikhil Chandak of JM Financial

The reopening theme is one space that has outperformed. There is a COVID and lockdown fatigue in India and globally. So, companies in segments like hotels, multiplexes, travel, etc have the benefit of a huge pent-up demand, says Chandak

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-recovery-unlikely-to-be-swift-prepare-for-more-volatilitynear-term-says-nikhil-chandakjm-financial_16186801.html

Daily Voice | Economic revival may get delayed a bit but will not derail by current geopolitical crisis, says Harshad Chetanwala of MyWealthGrowth

There are quite a few companies where the valuations are appearing attractive from the investment perspective at this stage. Banking Auto are sectors have corrected a lot recently and one can consider them at this stage in our view.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-economic-revival-may-get-delayedbitwill-not-derail-by-current-geopolitical-crisis-says-harshad-chetanwalamywealthgrowth_16185541.html

Daily Voice | War may delay India#39;s economic revival but can#39;t derail it, says Harshad Chetanwala of MyWealthGrowth

There are quite a few companies where the valuations are appearing attractive from the investment perspective at this stage. Banking Auto are sectors have corrected a lot recently and one can consider them at this stage in our view.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-war-may-delay-india39s-economic-revivalcan39t-derail-it-says-harshad-chetanwalamywealthgrowth_16185561.html

Daily Voice | War may delay India#39;s economic revival but can#39;t derail it, says Harshad Chetanwala of MyWealthGrowth

There are quite a few companies where the valuations are appearing attractive from the investment perspective at this stage. Banking Auto are sectors have corrected a lot recently and one can consider them at this stage in our view.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-war-may-delay-india39s-economic-revivalcan39t-derail-it-says-harshad-chetanwalamywealthgrowth_16185581.html