'It is unlikely that foreign portfolio investors (FPIs) might increase their India allocation, given the overweight status for most FPIs.' 'Given the commentary from the Republican Party, an anti-imports approach means money will not flow out of the US.'
'The Street is divided on when we could recover from demonetisation.' 'The government believes it is a pain at best for two quarters.' 'Some analysts feel the impact could be felt for two-three quarters and some that it could last for 12 to 15 months.' 'Investors are stuck in a no-action zone.'
'Unless India Inc's earnings offer promise in March 2017 quarter, sentiment may not reverse in a hurry.'
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.'
"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.
Experts say the stock market correction in recent times increases the risk-reward in favour of large-cap stocks.
Tata Steel and Tata Chemicals under investor watch
Unless these companies falter on growth or external and domestic factors play spoilsport, analysts expect them to do well
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
'The domestic scenario is much better than earlier, demonstrated in the March quarter earnings.'
'We have seen a host of businesses across sectors generate economic value and wealth for investors.'
A section of analysts feel now may not be a bad time to buy select PSBs.
Analysts mostly prefer domestic plays beside select films with foreign exposure.
The sentiment around Indian equities remains positive and unchanged.
Bankruptcy Code will consolidate existing laws related to liquidation and sick industries
'The focus is more on the outlook for global growth'.
While the Budget might have been a sentiment booster for the sector, firms with market dominance emerge as favourites.
The management, however, is a bit wary about near-term performance.
Natco Pharma, Wockhardt and Marksans have rallied between 50 and 70 per cent in the year till date.
© 2025 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances