Rupal Agarwal News Today

India Business News: The Next 50 index is projected to achieve a remarkable 39% earnings growth over the next year, based on Bloomberg's compiled estimates. This expected

The gauge has seen its forward profit estimates climb 20% so far this year, far outpacing the 3.5% increase for the larger gauge.

PSU stocks have surged, with 68% delivering multi-bagger returns. The index gained 101% in a year, outpacing benchmarks. Despite the bullish trend, questions arise on sustainability. Bernstein highlights select opportunities in high-momentum and dividend-yielding stocks with reasonable valuations.

The PSU index is expensive, trading at 11.2x fwd PE and 1.8x PB which is +1SD to the historical average. However, relative to the broader market (BSE 500), PSU portfolio is still trading below the historical mean on 12-month forward PE and just slightly above the mean on PB.

Bernstein and others make the argument that China isn't headed for Japan's "lost decades." The country may just be in a period of transition.

(Bloomberg) -- Quantitative strategists are supposed to be good at figuring out winning formulas. But one puzzle they haven’t solved is how to succeed in India, one of the world’s top-performing major markets of the pandemic era.Most Read from BloombergNYC’s Most Exciting New Fine Dining Restaurant Is in a Subway StationNasdaq 100 Drops 2% as Yields Rise Before Powell: Markets WrapMore People Call in Sick on August 24 Than Any Other DayWagner Chief Prigozhin Listed Aboard Cr...

Quantitative strategists are supposed to be good at figuring out winning formulas. But one puzzle they haven’t solved is how to succeed in India, one of the world’s top-performing major markets of the pandemic era.

The bank picked a number of high yield stocks and "momentum names" it said are well positioned for a global recession and a rate hike or pause in the U.S.

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

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