'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.'
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