India has always been a good bet in relative terms during crises/turbulent times in emerging markets (EMs).
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?
Overall market benchmark Sensex is headed for its worst performance in four years with a decline of 1,650 points
India's macroeconomic environment is improving, but it is still not past the point where it can ignore the developments in the global markets
Sanjay Mathur, managing director and head of economics research for Asia Pacific (ex-Japan), Royal Bank of Scotland, tells Business Standard that in the emerging market pack, India needs to learn lessons from Korea and Taiwan, which have managed their economic situations well.
Sensex seems to be under pressure on weak cues.
Hawkish tone likely to guard rupee from further slide
'Focus on companies with healthy balance sheets and return ratios.'
'The Chinese devalued the yuan initially but then stopped'.
The road ahead for the markets in the short term will depend on external factors rather than domestic developments.
You can use gold as a financial instrument to diversify your portfolio into hedging against uncertainties in the market, but for ambitious returns, you must explore opportunities in other asset classes such as equities, debts and real estate, says Adhil Shetty, CEO, BankBazaar.com.
The RBI cut rates for third time in 2015 due to favourable economic conditions.
RBI might not cut rate on June 2 but will surely cut soon.
Sensex closed over 118 points down on Thursday.
Indian markets rose 19 per cent in the first half of this financial year, the best performance by any market during this period, globally.
More than half the Sensex companies have declared their results for the third quarter and there are more positive surprises than disappointments.
The 30-share Sensex ended up 12 points at 28,517 while the 50-share Nifty ended nearly unchanged at 8,660.
Global markets could correct 5-10 per cent. If that happens, Indian markets will correct about 10 per cent
According to him, since India has a low fiscal deficit, a low current account deficit and lower inflation, there is no need for being too dependent on foreign money for growth.
'I can confidently say there will be another financial crisis soon enough, and probably more than one global crisis within the next century, given the increasingly integrated nature of the global economy.'
The Indian stock markets may turn bearish after the US Fed decides to raise interest rates.
Go for high quality and low-to-medium-duration funds in your debt portfolio
The dollar has fallen not just against commodity-linked assets but against other asset prices.
Debt fund managers think the Reserve Bank governor might at best go for one rate cut in April.
NRIs still send largest remittances than counterparts elsewhere.
The Indian rupee also trimmed most of its early gains and was trading at Rs 61.28 compared to its Wednesday's close of Rs 61.31 to the US dollar.
Data on the real value of the currency against other currencies tells a different story.
'The focus is more on the outlook for global growth'.
Experts believe the market will fall between 1 and 3%.
The Bank Nifty is likely to be a bellwether.
Benchmark share indices gained for the fifth straight session on Thursday led by index heavyweight Reliance Industries.
CEOs of leading banks say third straight rate hike by RBI inevitable, though not desirable.
The broader markets also ended lower in line with the benchmark indices
RBI could opt for a 'deep cut' after winning inflation war, say experts.
'Maybe, India will never be reformed and maybe India will continue to have a quagmire for the rest of history.'
'Chinese real GDP growth is 7.1% and India's is 7.4%'.
Asia has opened largely in the green ahead of a raft of Chinese data due during the day.
Raghuram Rajan rejected the argument that inflation has come down largely because of "good luck" stemming from low oil prices.
The 30-share Sensex closed at 27,112 up by 481 points whereas the Nifty ended higher by 139 points at 8,115.
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