2016 is difficult to predict, and this uncertainty will drive volatility in global markets.
The Reserve Bank in its first mid-quarter policy review on Monday kept the key interest rates unchanged because of elevated food inflation, rupee depreciation and uncertainty over foreign fund inflows.
It was a year of big gains for equity investors.
While the UK will possibly go into recession, the bigger fear is copycat referendums from other EU nations.
As and when the GST comes in, Budget projections will have to be unbundled and revised. In fact, the pragmatic decision would be to present another Budget! This makes the passage of the Finance Bill with its multiple unrelated amendments seem even more dubious, says Devangshu Datta.
'Focus on companies with healthy balance sheets and return ratios.'
The rupee appreciated by 10 paise to close at a nearly six-week high of 60.29 against the US dollar in the previous session tracking a solid rally in local shares and continued dollar selling by exporters and some banks.
Protectionism and a rollback of regulation. Defusion of tensions with Russia and a lowering of geo-political risks. Looser fiscal policy and tighter monetary policy. At least Donald Trump can't be faulted for not trying something different where existing policies have disappointed, says T T Ram Mohan.
'Macro headwinds are rising for Indian equities in the form of rising commodity prices, especially oil, depreciating rupee, fiscal challenges, election-related uncertainty and upside risks to inflation'
Sensex witnessed the biggest single day gain since May 2009 in absolute terms.
Rumours about a spike in taxes for equity investors are flying thick and fast.
Flexibly targeting inflation is consistent with a demand stimulus, says Ashima Goyal.
Budget was a mild disappointment. Yet, the bull run continues.
Experts say the BSE Sensex could rise to around 32,000 in a year.
The Nasdaq Composite hit a high of 5,143.316.
Market players said the sell-off was triggered by pessimism that the government may not be able to balance growth with macro-stability.
Markets ended their lowest close in 2015 on fears of FII outflows as the US Fed may hike rates.
Government is also will also enter into an agreement with Japan for a $50 billion swap.
All sectoral indices, led by realty, PSU, oil & gas and banking, were in positive zone with gains of up to 1.25 per cent.
Slow pace of reforms in India is disappointing: Faber
Participants are keeping an eye on the Winter Session of Parliament, which started today, and US fiscal policies to be followed by President-elect Donald Trump
In the longest losing streak of 2017, the BSE Sensex has lost 1,270 points, or 3.91 per cent. It fell to a three-month low of 31,154.03 on Wednesday.
Global markets could correct 5-10 per cent. If that happens, Indian markets will correct about 10 per cent
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Given the 18-day government shutdown in the US and the likelihood for continued wrangling between the Democrats and the Republicans, it now looks like tapering may be off the table till the first quarter of 2014.
India this year will emerge as the world's seventh largest economy, up from the 12 th position in 2008.
Despite the rally, on the basis of valuations, Indian markets aren't too expensive, says Christopher Wood, managing director and equity strategist at CLSA.
The rupee has been falling for five straight weeks, taking its losses this quarter to 6.6 per cent, making it the worst performing currencies in Asia during this period.
Markets finished lower for the sixth consecutive day as hopes of the Goods and Services tax (GST) bill being passed in the current session of the Parliament faded considerably.
'There is gradual rise in the number of nations viewing Pakistan as the nursery of global terror.'
Ajai Shukla presents an action plan for Defence Minister Rajnath Singh to fix the systemic weaknesses in defence.
Macro and micro environment are becoming more challenging.
The road ahead for the markets in the short term will depend on external factors rather than domestic developments.
The NSE Nifty, comprising 50 shares, breached the 8,300-mark for the first time to hit a new lifetime high of 8,330.75.
RBI is expected to cut policy rates by 50 basis points by 2016.
After hitting a record low of 68.85 to the dollar last week, a Reuters poll suggests the rupee will stabilise at 66 to the dollar by the end of September, while technical charts also point to a period of relative calm.
Accommodative monetary policy has driven a bull market in stocks in recent years, but the Bank of England is expected to raise interest rates early next year and the U.S. Federal Reserve not long after, tempering future gains.
Money will flow to Europe, Japan - and the emerging markets, including India.
Arun Jaitley had a tough fiscal hill to climb.
RBI's fifth bi-monthly monetary policy meet due tomorrow also kept the investors on their toes.
FIIs have offloaded stocks worth Rs 13,110 crore
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