Puneet Wadhwa

2 weeks ago | business-standard.com | Puneet Wadhwa

Mid and smallcap stocks took a beating during the market correction earlier this year. Venugopal Garre, managing director and India head of research at Bernstein, tells Puneet Wadhwa in an email interview that improving macro conditions and lower earnings risk make this a good time to start evaluating bottom-up opportunities in quality midcaps. His December 2025 Nifty target is 26,500. Edited excerpts:It has been a choppy year for equities globally. Which camp are you in - the bulls or the bears?

3 weeks ago | rediff.com | Nikita Vashisht |Puneet Wadhwa

Over 60 companies are ready to launch IPOs in the coming months. Kindly note the image has been posted only for representational purposes. A rocky but steady recovery in the secondary markets has put wind in the sails of India's primary market. With the worst for stock markets -- in terms of India-Pakistan tensions and Donald Trump's tariffs -- likely on the back burner, over 60 companies are ready to launch their initial public offerings (IPOs) in the coming months.

3 weeks ago | business-standard.com | Puneet Wadhwa

With the January-March 2024-25 earnings season drawing to a close, Neelesh Surana, chief investment officer at Mirae Asset Investment Managers (India), tells Puneet Wadhwa in an email interview that they expect around 12 per cent earnings growth over the next two years, driven by banking, financial services and insurance (BFSI), metals, telecommunications (telecom), and a revival in consumer sectors.

4 weeks ago | rediff.com | Puneet Wadhwa

'Right now, silver -- and especially platinum -- are very cheap compared to gold. If I were buying today, I would choose platinum.'As global markets jostle with uncertainties, Marc Faber, Editor and Publisher ofThe Gloom, Boom & Doom Report, tells Puneet Wadhwa/Business Standard in a telephonic conversation that stock selection will be more important than index investing going ahead. Indices may underperform, but picking the right stocks can still yield good returns, he says.

1 month ago | rediff.com | Puneet Wadhwa

'When you have the best market at your doorstep, international diversification is a distraction.'Foreign flows to Indian stock markets have started to trickle in as geopolitical developments back home and US tariff-related fears have abated. Vikas Khemani, founder, Carnelian Asset Management, tells Puneet Wadhwa/Business Standard in a telephonic interview that global investors are significantly underweight on India, and that this will change over the next five to 10 years.