Many years during which monsoons were poor saw high returns, while normal or excess rainfall has also coincided with poor calendar year gains.
Companies are looking to combine risk management with strategy.
The Sensex is likely to rule between 13,200 and 14,400 points and the rupee may touch Rs 54-55 by June next, Credit Suisse India has said in a report.
Indian funds did better than Asian ones in only four of the 10 months -- till October. Despite much market optimism, presumably around policy interventions and guided by buoyant flows, India's macro backdrop may be turning for the worse.
Prabhudas Lilladher, a leading equity research and brokerage firm for foreign institutional investors, said in its 'India Equity Strategy' report that Indian equities were on a long-term bull phase.
If the rupee falls further, it would negatively impact the dollar-based returns of foreign investors, and could influence foreign flows into India.
There was net outflow of $7.2 billion from the Indian market in June of which $5.4 billion was from debt market triggered by global risk aversion and currency weakness, Deutsche Bank India Equity Strategy report said.
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GEM fund managers more overweight on India than ever before says Bofa-ML report.
Analysts expect the indices to dip further if the global macros do not stabilise
Axis Bank, HCL Technologies, Maruti Suzuki, NBCC and Union Bank are their top five stock picks.
Global events will continue to be in the limelight, besides domestic policy.
While companies having fewer visa holders in the US seem to be less exposed to rising protectionism, most front-line IT stocks are trading at attractive levels and, to a large extent, factor in near-term headwinds.
Higher growth justifies current run-up, say experts.
Only six sectors are likely to report good set of numbers in Q4 FY15.
Jaitley's Budget has the potential to change the face of Modi's Bharat
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