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.
Macro and micro environment are becoming more challenging.
TCS kicked-off the Q1FY17 earnings season for information technology companies on Thursday.
Analysts expect the central bank to remain watchful of inflation.
'I think the markets will move up given that there will be more money.'
'The recent US jobs report has eased fears of a hike in the Fed meeting.'
Analysts expect inflation to peak in the first half of 2016-17 and moderate, thereafter, on the back of positive impact of monsoons
'The market movement will be largely driven by earnings growth.'
Here's how brokerages across the country are interpreting the exit polls.
Analysts say markets to be impacted by monsoon, inflation trajectory.
Stock selection in India remain relatively low-beta given the lack of any conviction here on any near-term upturn in the investment cycle
Implementation of the Seventh Pay Commission recommendations, One Rank, One Pension are the other triggers going ahead, analysts say
Long-term investors can stay put in the markets, but should brace for volatility
'Equity investing should be for longer than a year's perspective.'