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YEARENDER 2022
Trend Spotting: Outsized returns await smallcaps in 2023, shows 15-year dataData analysis of the past 15 years suggests that BSE smallcap index has given negative returns in only five instances since 2007. But in th...
What Indian investors should expect from global markets in 2023One must understand that while inflation will always push asset prices higher, this period of high inflation is cyclical. Your portfolio ma...
2023: A new year, a new regime with trifecta of central bank pause, profit recession & rate cutsFinancial markets may have integrated the bulk of the future hikes, but the level of the Federal Reserve’s terminal rate and quantitative t...
Nifty Energy gains for 7th consecutive year; these stocks rally mostFor the year, eight out of 10 stocks have given positive returns but only three stocks have outperformed the index, and five stocks have gi...
How the year 2022 panned out for Indian investors in US stocksThe market saw a bloodbath this year. The S&P 500 is down 19% YTD and the technology-heavy Nasdaq 100 index is down over 30%. The analysts ...
Double bonanza for Dalal Street in 2023! FIIs & DIIs seen partying togetherRussia’s invasion of Ukraine, spiralling commodity prices that pushed inflation to multi-decades high in developed economies like the US an...
Desi investors flock for US megacaps in 2022; Twitter-cryptos emerge as sub themesExperts believe that exposure to and awareness of the US market investing from India was in its infancy, before the pandemic. Desi investor...
Nikhil Kamath’s advice for retail investors: Hedge, diversify & have some gold in the portfolio“The bigger call is that in trending markets, one should be passive and in flat to volatile markets, maybe active is better. What will be t...
- Media stocks underperform in 2022 but may still see an upside of up to 40%
Nilesh Shah’s Mughal-e-Azam analogy: Stocks playing Anarkali on D-Street this yearThe volatility in equities and other asset classes seen in 2022 was primarily driven by inflation which forced central banks, particularly ...
What to expect from the market in the last few days of 2022? Sandip Sabharwal answers“Whenever PSUs come out with OFS, that puts pressure on the stock price and often the stock does not perform for some time. That could be a...
For next 20 years, India will continue to surprise on the upside; FII inflows can touch $200 bn: Ajit Dayal“Today we talk about $20 billion-$30 billion coming in. It can be $150 to $200 billion per annum because if you think about the pool of cap...
Will 2023 be another blockbuster year for D-Street? Market mavens are dividedThere are positive factors favouring India, such as relatively benign inflation compared to world economies, strong domestic growth, robust...
Stocks for 2023: Godrej Consumer & ITC could give 12-17% returns. Here’s whyThe entire commodity cost basket, on average, showed slight signs of moderation. The downward momentum in crude and crude derivatives and p...
Upside surprise left as we go into 2023; IT has decoupled in some way from US slowdown: Ridham Desai“Raising liabilities will be the key distinguishing factor across the banking sector when you are picking stocks. Banks that nail liabiliti...
ETMarkets Survey: Sensex targets for 2021 swell to 51,500; but some brokers reticentIn the ETMarkets New Year Survey, brokerages set very ambitious yearend targets for Sensex, with some going as high as 51,500. For Nifty, t...
- Bonds up on higher bank demand speculation
Eleven-year bonds gained on speculation domestic banks are buying more debt to push prices higher, boosting the value of their portfolios, ...