'...and defensive until the global macro headwinds turn more benign.'
Five stocks - Havells, NCC, Suzlon, Blue Star and Crompton Greaves look most attractive after the recent course correction.
'The true fruits of the attack on black money, what Raghuram Rajan did for the banking system, and what technology is doing for us will come in FY19, which, not surprisingly, is the year running up to the next Lok Sabha elections.'
'Demonetisation will push India onto a higher growth path after a temporary dip.'
'Investors hate uncertainty and the demonetisation move certainly creates that.'
"The shift is gradually happening more on account of favourable risk-reward for stocks in these sectors and the shift would be more pronounced as investors roll over their targets to 2017," the head of research at a foreign brokerage said.
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.
Experts say the stock market correction in recent times increases the risk-reward in favour of large-cap stocks.
'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
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.
Unless these companies falter on growth or external and domestic factors play spoilsport, analysts expect them to do well
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.
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