Dilip Bhat, joint managing director of the Prabhudas Lilladher group, a financial products agency, talks to Business Standard about the market rally ahead of the elections.
Better-than-expected financial results in Q3 due to higher revenue growth and margins in key markets fuel the rally
FMCG stocks have underperformed the market, falling 2.2 per cent so far in 2014.
A delay in US Federal Reserve's quantitative easing tapering, coupled with better-than-expected September quarter earnings, ensured FIIs kept foreign money flowing into Indian equities.
Of these, three stocks belong to the automobile pack and two are from the pharma.
Sanjay Mathur, managing director and head of economics research for Asia Pacific (ex-Japan), Royal Bank of Scotland, tells Business Standard that in the emerging market pack, India needs to learn lessons from Korea and Taiwan, which have managed their economic situations well.
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Q1 results indicate more pain ahead, as slowdown has spread to more sectors, pricing power has come down and rising interest cost is eating into profits.
Nobutaka Kitajima, chief investment officer -- equity, LIC Nomura Mutual Fund, tells Business Standard the reaction to the Fed's statements has been overdone and the current downturn has punished certain stocks much more than their inherent economic worth and business potential.
HCL Technologies and Infosys should benefit more than TCS and Wipro
He also feels that central banks have injected too much liquidity, which is not sustainable and will end badly for investors.
Dhananjay Sinha, co-head, institutional research, Emkay Global Financial Services tells Business Standard in an interview that even as global commodity prices have softened in response to expectations of weaker global demand, the stronger performance of equities is seemingly pre-empting stronger growth.
A record net inflow in Indian equities in the financial year ending March 2013 helped foreign investors widen their grip.
Fiscal cliff top concern and emerging markets a preferred region for investing, findings suggest.
Sales growth slows but expenditure control, lower interest burden save the day.
Interview with president and CEO of Tata Mutual Fund.
Though the Infosys stock has regularly tanked on days the company's results are announced, it has made up for the losses before the announcement of the next results.
One in three stocks outperforms market after disclosing quarterly numbers
Jayesh Gandhi, executive director, Morgan Stanley Investment Management in an interview with Business Standard, says Indian equities continue to remain a long-term bull story based on the growth prospect for the country and, hence, in a way cannot be ignored by global investors.
Nitin Jain, head, capital markets (individual clients) for Edelweiss Financial Services, talks about the uncertain economic environment and what investors could do.
Indian markets started 2012 on a positive note. Ridham Desai, managing director and strategist and head of India equity research, Morgan Stanley, says, he expects a 15 per cent upside in the Sensex this year.
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