'We believe 2017 could see higher flows from foreign institutions as money comes back to growth markets like India.'
Besides Budget, markets will be driven by global events and the outcome of assembly elections.
'Through the course of the year, we expect the economic weakness generated by demonetisation will give way to normalisation of growth conditions.'
Demonetisation impact, earnings growth, central bank policies will get attention.
Among these, Hindalco and Vedanta from the metal pack have become multi-baggers, gaining 100 per cent in 2016
'The challenge in India will be reviving consumption/investment.' 'If the negative surprise in earnings is very sharp or lasts longer than March, it can trigger a sharp sell-off.'
Karvy expects individual wealth in India to grow to Rs 558-lakh crore at a CAGR of 12.9% over the next five years.
'The markets could shrug off demonetisation as a one-off extraordinary period.'
'Markets are likely to remain choppy for the next 6 months.'
Although the markets could see a knee-jerk reaction, they rule out a sharp fall.
'...and defensive until the global macro headwinds turn more benign.'
'Demonetisation will push India onto a higher growth path after a temporary dip.'
'Investors hate uncertainty and the demonetisation move certainly creates that.'
Demonetisation, Donald Trump's surprise victory in the US presidential elections, and the fear that US Fed may hike rates in the upcoming policy review in December have dented market sentiments, report Puneet Wadhwa & Deepak Korgaonkar.
Demonetisation will wipe out the likely benefits of a good monsoon this year, says Christopher Wood of CLSA.
'Going ahead, I think the world trade will slow down or decline, and this will be bad for everybody.'
The Cyrus Mistry camp is confident that independent directors will take their cue from their counterparts in Indian Hotels.
Cyrus Mistry had put in place a strategy that would have pulled most of the Tata group's 'legacy hotspots' out of the financial mess from legacy issues and helped turn around the group's finances.
"After sinking in Rs 6,000-7,000 crore in the Nano till date, what is the result?"
Mistry indeed followed standards of corporate governance so that it should not create any controversies at a later date
© 2026 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances