Any correction in Indian equities is an opportunity for investors to put in money for the long term
'Geopolitics will be the most important driver of financial markets in 2025.'
One animal seems to have heard the Prime Minister's call to revive animal spirits in the economy.
The 55 basis point (bps) spike in the US 10-year bond yield, triggered by a combination of FOMC's hawkish commentary and BOJ's relaxation of the yield control curve (YCC) has made analysts cautious on Asian equities and expect them to trade sideways in the short-to-medium term.
The Indian rupee has fallen by almost 11 per cent since August 1, thanks to rising risk aversion.
As regards India, FIIs have pumped in over Rs 34,400 crore in the Indian stocks in calendar year 2021.
'Recent underperformance notwithstanding, equities should constitute a major part of investors' financial portfolio.'
'Overtightening of monetary policy by central banks and the spread of new Covid variants, which may force governments to restart lockdowns or restrict mobility.'
'Yet the market didn't do all that badly because it was cushioned by domestic inflows.'
French investment bank BNP Paribas said India's earnings growth potential is around 14-15 per cent
In terms of stock selection, India continues to benefit from two phenomena - the big getting bigger and availability of quality stocks in relative abundance compared with its Asian peers.
The banks says that valuations are reasonable.
'The first half of 2019 could be volatile.' 'In the second half, volatility inducing events should be largely behind us.'
BNP Paribas Securities sees the benchmark Sensex touching 22,000 mark in 2014, even as it cautioned over the earnings estimates in medium term.
The incidence of shareholder activism in India is more than that in other Asian countries, according to a BNP Paribas Asia Strategy report.
Most sought-after market of the past few years doesn't feature among top bets in Asia, emerging markets
To save promoters from 10% levy, 70 firms call board meetings on interim pay.
Market players said the sell-off was triggered by pessimism that the government may not be able to balance growth with macro-stability.
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?
But experts say downside limited, pockets of opportunities for investors
'India is likely to do better than other emerging markets.'
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