'Despite uncertainties around demonetisation and the GST, we expect Indian equities to deliver positive returns.'
'I have very little faith in economists who tell me that demonetisation will reduce growth.' 'The greater effect of demonetisation is if it creates changes in the financial services system and gets people to shift from cash.' 'The economy is not a trained monkey that will jump around if you lower rates.'
Stocks such as ICICI Bank, Axis Bank, State Bank of India, Bank of Baroda and HDFC Bank are among the top banking picks of analysts for 2017. A decline in cost of funds and treasury gains are expected to help stabilise their net interest margins
'It is unlikely that foreign portfolio investors (FPIs) might increase their India allocation, given the overweight status for most FPIs.' 'Given the commentary from the Republican Party, an anti-imports approach means money will not flow out of the US.'
'The Street is divided on when we could recover from demonetisation.' 'The government believes it is a pain at best for two quarters.' 'Some analysts feel the impact could be felt for two-three quarters and some that it could last for 12 to 15 months.' 'Investors are stuck in a no-action zone.'
'Unless India Inc's earnings offer promise in March 2017 quarter, sentiment may not reverse in a hurry.'
Five stocks - Havells, NCC, Suzlon, Blue Star and Crompton Greaves look most attractive after the recent course correction.
'The true fruits of the attack on black money, what Raghuram Rajan did for the banking system, and what technology is doing for us will come in FY19, which, not surprisingly, is the year running up to the next Lok Sabha elections.'
"The shift is gradually happening more on account of favourable risk-reward for stocks in these sectors and the shift would be more pronounced as investors roll over their targets to 2017," the head of research at a foreign brokerage said.
'India is still a cash economy.' 'For a common household, almost everything from grocery to maid services is paid in cash.' 'The demonetised notes account for 85 per cent of the currency in circulation.' 'Until fresh notes flow back into the economy, day-to-day transactions ordinarily done in cash will be impacted.'
Experts say the stock market correction in recent times increases the risk-reward in favour of large-cap stocks.
Tata Steel and Tata Chemicals under investor watch
Unless these companies falter on growth or external and domestic factors play spoilsport, analysts expect them to do well
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
'The domestic scenario is much better than earlier, demonstrated in the March quarter earnings.'
These are companies with a strong track record and good prospects on earnings.
'We have seen a host of businesses across sectors generate economic value and wealth for investors.'
A section of analysts feel now may not be a bad time to buy select PSBs.
Analysts mostly prefer domestic plays beside select films with foreign exposure.
The sentiment around Indian equities remains positive and unchanged.
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