Decision to hinge on Q3 GDP, Feb inflation data and supply-side reforms in the Budget
Stocks of fast moving consumer goods companies have been on a roll. From packaged food to personal care products, almost every category has been clocking robust growth over the last year.
Foreign investors highlight growing risk to the India story.
Revenues and earnings to improve for companies with low forex liabilities and no forward cover.
Weakness in LME prices of copper and aluminium to hurt company in second half.
Frigstad, who is in India to address Frost & Sullivan's global flagship event, GIL 2011: India, The Global Community on Growth, Innovation and Leadership, spoke about issues impacting companies today and why all is not as bad as it looks.
FIIs have a particular bias for the last five trading sessions in the quarter-ending months of March, June, September and December.
Foreign institutional investors (FIIs) have returned with a bang. Over the last seven trading sessions, they have pumped in close to $2 billion into Indian equities. Most market players expect this to continue as they see macro headwinds easing.
The first issue is inflation, which has been widely discussed. The government is now rightly working on reversing fiscal and monetary stimulus to manage the inflation pressure.
This makes stock-picking by retail investors difficult, but market experts say they need to understand that institutional players do not have a cookie-cutter approach to investing.
New variants and innovative product categories on the anvil to beat margin pressure.
I believe the central bank has been very pro-active about introducing dynamic authentication systems like the two-factor authentication for online transactions. I believe this has really given a boost to e-commerce in India.
Markets may have initially cheered the FM's static borrowing numbers, but the picture may not be as rosy.
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