India underperformed Korea by 180 percentage points; but the worst FII selling may be over, says Vikash Kumar JainIndia's stock market has lagged behind other Asian markets. This underperformance has made Indian stocks less expensive. Investor expectati...
Four months in, foreign outflows from Indian shares top last year's peakForeign investors have pulled more than $20 billion out of Indian equities in the first four months of 2026, surpassing last year's record ...
Here’s how to fix errors in EPS records now to avoid PF claim rejection, pension lossIf you spot discrepancies in your EPS contributions, take immediate corrective measures or face rejection in EPF withdrawal or transfer cla...
RIL Q1 results can trigger rally in Reliance Industries shares, predicts CLSAReliance Industries (RIL) shares, stagnant over the past year, may see renewed momentum with its Q1FY26 results, says CLSA. The brokerage e...
Global events will keep driving Indian market sentiment over next 90 days: Vikash Kumar JainAs this uncertainty on global trade reduce, that desperation to hide also goes away and that could maybe take away thistemporary Tina which...
US yields and dollar dynamics key to FII inflows into India: Vikash Kumar JainVikash Kumar Jain from CLSA suggests a measured outlook on financials and broader markets. Despite low FII exposure in Indian banks, Jain h...
Shift from capex to consumption likely to drive market moves: Vikash Kumar JainLike for example, sentiment is one thing that we do try and track quite closely. We have our own proprietary India Bull Bear Index and that...
Vikash Kumar Jain sees short-term rally in India despite geopolitical and macro challengesThe discussion is more about whether this is the right entry point or there is more that we could see to get a better entry point, I think ...
Can expect a 5-7% Santa Claus rally in 6-8 weeks: CLSA on Indian marketsIndia strategist Vikash Kumar Jain predicts a potential "Santa Claus rally" in the stock market, projecting a 5-7% rise over the next six t...
Just $2 billion of domestic inflows not enough; handholding needed for markets to do much more from here: Vikash Kumar JainVikash Kumar Jain, an Investment Analyst at CLSA, discusses the impact of domestic inflows and the upcoming elections on the Indian market....
What to expect from markets going ahead? Vikash Jain answersIn the last two years there has been a kind of a de-rating in multiples. For example, if you were to look at two-year returns on Nifty,
BharatPe probe finds invoice discrepancies, vendor linkages to Grover’s family membersThe bank accounts of at least eight human resource (HR) consultancy firms involved with BharatPe for recruitment services have been found l...
Yields need to fall more for market to have a stronger rally: Vikash Kumar JainI would say that there is a balance here. In our discussions with fund managers, we find two more popular trades, particularly for people d...
Crude prices likely to continue around $60: Vikash Jain, CLSA“Indian gas production which fell by 40% in the last six years, will rise by 60% in the next six years.”
Prefer upstream oil companies compared to downstream companies: Vikash Kumar Jain, CLSA IndiaThe general view is that amongst the emerging markets and to top it up with what happened with Brazil yesterday, reminds everyone that Indi...
CVC to CBI: Probe coal block allocations since 1993The Central Vigilence Commission on Monday asked the CBI to probe all coal block allocations since 1993, PTI reported.
- IT infrastructure offshoring likely to touch $6 bn this year
Even as top outsourcing customers are tightening their information technology budgets, they continue to outsource the management of their c...