Despite high exposure of public sector banks to power, iron and steel sectors, analysts remain in a wait-and-watch mode.
In the near term, two key factors are the outcome of the monsoon season in respect to cropping yields; and the correction in the crude oil price.
RBI recently hiked LRS limit to $125,000 or Rs 7500,000 as on Aug 19 with $/rupee rate of 60
China's economy is in transition, with rising wage costs and massive overcapacity.
Geopolitical concerns, earnings sees investors rush to safe haven plays post the Union Budget presentation in July.
Experts, however, caution that though the moves are positive for the sector as a whole, they don't expect much gain in the near-term.
Infosys, however, feels the high level of cash is an important tool to weather tough times.
The implications aren't too significant, given the size of Ukraine and its role in the global economy.
Non-resident Indians (NRIs) are very positive about India
Metal stocks fell on Tuesday, with the S&P BSE metal index sliding 2.8 per cent compared to the 0.64 per cent fall in the benchmark S&P BSE Sensex
Auto firms are likely to perform better in coming months.
Dilip Bhat, joint managing director of the Prabhudas Lilladher group, a financial products agency, talks to Business Standard about the market rally ahead of the elections.
Better-than-expected financial results in Q3 due to higher revenue growth and margins in key markets fuel the rally
FMCG stocks have underperformed the market, falling 2.2 per cent so far in 2014.
Of these, three stocks belong to the automobile pack and two are from the pharma.
Sanjay Mathur, managing director and head of economics research for Asia Pacific (ex-Japan), Royal Bank of Scotland, tells Business Standard that in the emerging market pack, India needs to learn lessons from Korea and Taiwan, which have managed their economic situations well.
Nobutaka Kitajima, chief investment officer -- equity, LIC Nomura Mutual Fund, tells Business Standard the reaction to the Fed's statements has been overdone and the current downturn has punished certain stocks much more than their inherent economic worth and business potential.
HCL Technologies and Infosys should benefit more than TCS and Wipro
He also feels that central banks have injected too much liquidity, which is not sustainable and will end badly for investors.
Dhananjay Sinha, co-head, institutional research, Emkay Global Financial Services tells Business Standard in an interview that even as global commodity prices have softened in response to expectations of weaker global demand, the stronger performance of equities is seemingly pre-empting stronger growth.
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