Indian markets rose 19 per cent in the first half of this financial year, the best performance by any market during this period, globally.
'In the short term, we may see some disruptions due to Covid, but in the medium-to-long term, we should keep an eye on US inflation and 10-year bond yields.'
Leveraging global capital markets to give muscle to an innate competitive advantage in rapid mass transaction systems will lead to India becoming a petri dish for global enterprises and new-age innovation that it yearns to be.
Domestic markets are also aided by a rally in the global markets with US market surging to record high and a firming trend at other Asian bourses.
India gains at the expense of Russia and Brazil
With Donald Trump the appeal has to be to his business instincts in which his personal interests seem to play a significant role, says former foreign secretary Kanwal Sibal.
Bars FII from issuing offshore derivative instruments on grounds of rules violation.
While analysts remains overweight on financials, property, discretionary, industrials and materials, they maintain a neutral stance on pharma, telecom and energy; and underweight on staples, utilities, and IT services.
'We've never really been in the situation of having a difficult time with the Chinese and an increasingly difficult time with the Russians along with a relationship with the Americans which is important.'
Mutual funds have invested nearly Rs 94,500 crore in equities thus far in CY17, compared to Rs 32,000 crore in the year ago period, at a time when foreign investors have turned net sellers of India since August.
It could be a matter of concern that foreign shareholders of the NSE are registered in tax havens such as Mauritius and Cyprus.
Asian shares ended higher after a string of positive US economic data.
Bulls of the Dalal Street once again managed to breach the 12,000-mark on Thursday, but the latest drive to this once-beaten milestone had less of foreign support that the Indian equity market has been getting through FII inflows.
The broader NSE Nifty reclaimed the key 10,000-mark and touched a high of 10,143.50 before finally settling at 10,130.65
Indian equities are no longer cheap vis-a-vis global markets, and only a short distance away from being the most expensive they have ever been.
Why can't we have a sunset clause for the ARCs, which is a global norm? questions Tamal Bandyopadhyay.
Among the Sensex pack, Yes Bank, L&T, HDFC, RIL, HDFC Bank, PowerGrid and Coal India were the biggest losers -- falling up to 2.43 per cent.
In a significant relaxations on Wednesday, the Securities and Exchange Board of India changed pricing rules for qualified institutional placements in view of rising market volatility, and reduced the timeline of rights issues. But the market regulator did not change, as widely expected, the guidelines for participatory notes, derivative instruments, through which many foreign investors trade on the Indian bourses.
Inflation is down and there's every chance that crude prices will be subdued through the next year.
'This novel format of diplomacy -- the informal summit -- will not only facilitate bilateral communication and reduce miscalculations at the very top level of the two governments, but possibly open the space for China and India to speak in one voice on various issues of mutual concern,' note Feng Renjie and Ding Kun Lei
'Long-term retail investors should not worry about these sharp dips and jumps if they have chosen their stocks wisely.' 'Short-term volatility is a given and a rise and fall of two-three per cent should not worry them.'
After a volatile session, Sensex closed the day 563 points lower
'Like Nehru, too, Modi has found dealing with Beijing more and more difficult and has adopted an increasingly assertive approach towards managing India's northern neighbour.'
It won't be an easy ride for the markets, reckon experts, considering the multiple state elections in 2018 and general elections next year.
Foreign portfolio investors, on the other hand, have been net sellers in the markethaving pulled out Rs 8,600 crore
Metal stocks were trading under pressure while IT, auto, realty stocks gained in today's deals
High retail concentration in small companies; many left to fend for themselves in penny stocks
The biggest losers in the Sensex pack were M&M, ONGC, Vedanta, Tata Steel, L&T, HDFC, NTPC and Axis Bank, falling up to 3.04 per cent.
In New York, the dollar fell against the British pound on Wednesday after the Bank of England raised its projections for UK growth in 2014. However, analysts warned that gains against the dollar could be limited.
Sebi has put in place a strong deterrence to check any misuse of participatory notes.
Perhaps one aspect of the way modern media particularly print and news television works need some soul-searching: Their tendency to "frame" news stories as a conflict between two personalities, says Ajit Balakrishnan.
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