The general elections in April/May 2024 are expected to add volatility to the Indian markets, keeping investors on their toes.
The purchase or construction of houses by large numbers of people can add meaningfully to India's economic growth, points out Neelkanth Mishra.
A key trigger for the increased retail participation in equities has been the lockdown triggered by Covid-19 that saw investors channelising their savings to capital markets in search of better return on their investments and the need to increase their disposable income.
Analysts expect firms to shift focus to online platforms to boost sales in these Covid-19-impacted times.
'With the June quarter GDP shrinking by nearly a quarter, there is an even greater economic imperative: Reduction of uncertainty,' observes Neelkanth Mishra.
The government must figure out what the Chinese game plan is and thwart the endgame before it is upon us, possibly in early winter, advises David Devadas.
'For those looking at forward-looking signals for the economy from the stock markets, the relative performance of small and mid-caps may be a better indicator of the future than the index levels of the narrower and more popular indices', says Neelkanth Mishra.
The gains will be gradual as the measure will be executed over 12 months or so.
Mahesh Nandurkar, executive director and India Strategist at CLSA, talks to Puneet Wadhwa ahead of their 21st India Forum on his interpretation of how the markets have played out over the past few months, the road ahead, and his sector preferences in this backdrop.
Nifty could fall to 9,500 levels; not a good time to bottom fish, say experts
In prior elections, not only have opinion poll forecasts been very different from the results, the error margin has increased over time. One need only look at the charts that show the Sensex half a year before and after the results day for the last six elections. The markets did not change direction in any, says Neelkanth Mishra.
GST rate cut for real-estate, income transfer scheme, farm loan waivers execution and recapitalisation of PSU banks have the potential to boost India's growth in a few months, says Neelkanth Mishra.
Between now and the general elections (likely in May 2019) there are 12 assembly polls, which analysts say, in a way will also be interpreted as a referendum on the Modi-led government's key reforms
The move will have cascading effects for lot of related sectors
The markets will be eyeing the amendments.
Analysts expect the central bank to remain watchful of inflation.
Liquidity pushed benchmark indices 22% higher to become the best performing equity market globally
Given the concerns around trade wars that threaten to jeopardise global capital flows as well, attracting foreign capital needs to be a policy priority, says Neelkanth Mishra.
Historically, overall credit has grown at 1.6 times GDP growth
The decline was led by index heavyweight Reliance Industries along with ITC and HDFC.
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.
Analysts say markets to be impacted by monsoon, inflation trajectory.
Long-term investors can stay put in the markets, but should brace for volatility
Market hopes govt will hike capital expenditure.
After a volatile session, Sensex closed the day 563 points lower
About 13 million first time car/two-wheeler buyers are entering the market every year. If employment creation is such a big issue, where are these people coming from, asks Mahesh Nandurkar.
Asia to stay flat in 2017. India is better-placed given its low export dependence and it should outperform Asian peers this year says Mixo Das, India strategist for financial major Nomura
Market breadth is positive with 942 advances and 196 declines.
Given the developments, analysts do not foresee a quick recovery.
Premium valuations and lack of big triggers will weigh on Indian equity markets in the near term, believes Mahesh Nandurkar, India Strategist, CLSA.
Chances of a sudden collapse in the Shanghai Composite are remote.
A steep decline in the Asian equities after crude oil fell to its lowest since September 2003 dented sentiments.
Fiscal consolidation is keenly awaited.
So, what does 2016 have in store for the Indian markets? Will they be able to take a giant leap forward in the leap year, and what are the key risks?
Infosys, Tata Motors, ONGC, TCS and GAIL are the top 5 losers.
AAP has promised lower electricity bills, free basic water supply.
Several Sensex stocks hits 52-week low in intra-day trade on Monday with financials leading the decline.
India's banks are propping up too many weak producers.
I-T lens on current account deposits over Rs 12.5 lakh. All the news and more post demonetisation.
© 2026 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances