For an industry which saw sales shrinking in 2013-14, this is hope indeed.
By November-December 2014, investors should also look at debt funds.
But it is likely that campaign spending resulted in some positive activity through this period.
Liquidity, stable income generation, potential capital appreciation are the benefits from REITs
Conversely a rate hike may have positive effects if it triggers currency appreciation.
The market could be influenced by events elsewhere in the world and regardless of what happens to India's economy
The shares could continue to see outperformance if the Budget assumptions are proved correct
The trend still looks bullish but there are bursts of profit-booking above 7,250.
Rumours of which tycoon is close to which minister will soon start floating, and those could affect prices in the short term.
It could also clear stalled projects and review various subsidies on the energy, food and fertiliser fronts.
R-Cap's demands following PwC's audit report add a fresh layer of worries for MCX investors and could hit valuations marginally.
The May Nifty option chain and the three-month Nifty chains offer several signals worth noting.
The lowest FMCG index valuation has been around PE 27, while the highest have been above 42PE.
Wonderla is promoted by Kochouseph Chittilappilly, promoter of V-Guard Industries.
In the capital goods space, Punj Lloyd and KEC International could be in limelight for the expected turnround
Except for liquidity, which could act in favour or against the market in the short term, most market participants are bullish.
Stop-losses are mandatory to prevent losses going out of control
Capital goods stocks rallied nearly 16 per cent since January on purchases by foreign institutional investors and in anticipation of a change of government at the Centre.
The GDP numbers destroy any hopes of an economic rally prior to the elections, and the installation of a new government.
Why do people need to trot out a moral justification for doing certain appalling things and not for others, asks Devangshu Datta