The next correction is less about cash flows to corporates and more about relative risk asset valuations as currencies settle down to a new trading regime, says Sonali Ranade
Investors should use the rally to clear the garbage and create a cash cushion. Correction in the mid-cap space could be very brutal, says Sonali Ranade
NIFTY appears determined to retest the break point as support, which is a healthy sign -- provided it holds. Should it do so, NIFTY too will join the other markets to reach for new highs, says Sonali Ranade
The midcap space in the US is red hot. The Russel 200 Index that represents 2000 names in the US midcap space closed the week at 905.24. Recall, the same index topped at 856 in the bull market that ended in 2007. So in fact the midcap index has already made a new high some 5.7 pc over the 2007 peak, says Sonali Ranade
Enjoy the ride but avoid getting greedy. Disciplined profit-taking is a must to survive in the treacherous markets ahead, says Sonali Ranade
The Indian markets are poised on a knife's edge testing the pivotal level of 5950, this time from the topside. Should the level hold, expect further rally to the topside, says Sonali Ranade
NIFTY has now moved into a bull phase though there will be corrections on the way, but some of these could well be running corrections, says Sonali Ranade
The only matter for speculation is if the markets will make a new high before turning down or simply slip unceremoniously anytime now, says Sonali Ranade
There is room for caution as we are in a very mature bull market in the US and a sudden slide there will have ramifications for Nifty, says Sonali Ranade
The empathy that the vocal, opinion-making class now feels for the 23-year-old student in Delhi, bravely fighting for her life, has kindled something. But is it enough, asks Sonali Ranade.
Chief Minister Narendra Modi needs to win over either the RSS or his rivals in Delhi to emerge as the undisputed leader within the Sangh Parivar. Without one or the other, he cannot win. This triangular contest is what constrains Modi's emergence as a national leader in his own right, feels Sonali Ranade.
The present consolidation can be used to buy into some fundamentally good blue chips including select PSU banks that have lagged the general market, says Sonali Ranade
Exciting times ahead in the FX markets, predicts Sonali Ranade
'Bal Thackeray may have loved Hitler, but I don't think he was one. The fact is, if you put a city like Mumbai, and its numerically dominant single largest group, in chains, intended or not, democracy itself is called into question,' says Sonali Ranade.
However, a higher high from this rally will not negate a deeper correction to follow sometime in December, says Sonali Ranade
Short-term wave counts show that there could be minor pullbacks next week, which will be small counter-trend rallies to correct for over-sold conditions. says Sonali Ranade
The question now is the extent and duration of the correction, says Sonali Ranade
The market is skating on thin ice of an extension that can reverse on a dime, says Sonali Ranade
Temper greed with plenty of caution, warns Sonali Ranade