'...and defensive until the global macro headwinds turn more benign.'
'Demonetisation will push India onto a higher growth path after a temporary dip.'
'Investors hate uncertainty and the demonetisation move certainly creates that.'
Demonetisation, Donald Trump's surprise victory in the US presidential elections, and the fear that US Fed may hike rates in the upcoming policy review in December have dented market sentiments, report Puneet Wadhwa & Deepak Korgaonkar.
Demonetisation will wipe out the likely benefits of a good monsoon this year, says Christopher Wood of CLSA.
'Going ahead, I think the world trade will slow down or decline, and this will be bad for everybody.'
Tata Steel and Tata Chemicals under investor watch
The average return for the 2,127 companies outside the A-group is 42 per cent
Any correction in Indian equities is an opportunity for investors to put in money for the long term
Analysts expect earnings to become increasingly relevant given that the stocks have rallied on positive sentiment and the gush of liquidity. Macro factors, they suggest, have already led to a large re-rating in most counters
Analysts expect structural risks such as risk to voice revenues, steep correction in data realisations, capex spend and rise in churn and subsequent increase in costs to continue in the medium term
As global markets near all-time highs driven by liquidity, Marc Faber suggests most asset prices worldwide are inflated.
A bonus is given to existing stockholders in proportion to the number of shares they already hold.
FY16 saw the highest number of new product launches in a year from Maruti
For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.
market rally, especially in mid-caps, has also been driven by a pick-up in the monsoon and the government's resolve to get the goods and services tax (GST) Bill cleared in the recent session of Parliament.
"While the risk of a correction goes up in the near term, on a long-term basis the Indian market is on an absolutely strong footing."
WGC expects demand to revive in H2 on surplus monsoon rains
The policy will be presented in the backdrop of rising inflation.
Stocks and sectors impacted most by GST.
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