The stock market continuously throws up opportunities.
Two major events, the general elections and the impact of US tapering, will dictate the direction of the Indian markets.
We also expect undertaking policy reforms to support growth like addressing the challenges to land acquisition, infrastructure bottlenecks and infrastructure financing, among others.
'Stick to the known quality names, avoid short term thinking and don't be in a hurry to book profits on your winners.'
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.
The move to ban Rs 500 and 1000 notes may not curb the root cause of black money.
Budget in the medium term aims to kick-start the investment cycle.
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