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FPIs: FPIs slash bullish India bets on US inflation, Covid worries


Mumbai: Foreign fund managers are least bullish on the Indian stock market since September 2020 if their equity derivative bets are to go by. The long-to-short ratio a measure of the number of bullish positions against bearish positions of overseas investors in Nifty futures is at 40.6 per cent, the lowest since October 30, said analysts. This ratio was 81 per cent in January this year.
Analysts said growing concerns over the acceleration in US inflation, which is feared to push up interest rates there, and record increases in Covid-19 cases across the country have led to foreigners turning bearish on India.
“FPIs (Foreign Portfolio Investors) have significantly reduced long positions and also created short positions. It started happening in mid of April. Already we have seen a year of good up-move and Covid cases are not falling in India,” said Chandan Taparia, derivative analyst at Motilal Oswal. ....

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Renewed faith? Analysts' verdict on Pushpay's result


Renewed faith? Analysts verdict on Pushpay s result
13 May, 2021 01:00 AM
8 minutes to read
Forsyth Barr s Jamie Foulkes sees, An encouraging start from new CEO Molly Matthews who brings a relationship-based approach to customers. Photo / Supplied
Forsyth Barr s Jamie Foulkes sees, An encouraging start from new CEO Molly Matthews who brings a relationship-based approach to customers. Photo / Supplied
Forsyth Barr, Craigs Investment Partners and Jarden analysts have all tweaked their ratings, or 12-month target price, after Pushpay s full-year result - and several numbers that took the market by surprise.
Analysts were sharply split
ahead of the full-year report - particularly over how well it would handle two big challenges: dealing with new, lower-cost competition and breaking into the Catholic market. ....

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