Select companies in infra, capital goods, private banks, auto, oil & gas, and mining could be considered by investors.
FIIs are looking at the long-term story and initiatives of Indian pharma companies to transform themselves into global entities.
The 30-share Sensex ended down 297 points at 27,438 and the 50-share Nifty closed 93 points lower at 8,305.
Call it an expectation of revival in the real estate market or improving liquidity, bulge bracket property deals have made a comeback in the country's commercial capital.
Mandatory hallmarking of gold would be a positive in making the gold market more organised. Mandatory hallmarking would come into effect from January 15, 2020, with a one-year transition period for trade to sell existing inventories. Experts also expect more policy measures next year to bring in more transparency in terms of gold as an asset class.
In July-Sept 2016-2017, TCS had missed street expectations with 7.8% growth in revenue.
Geopolitical concerns, earnings sees investors rush to safe haven plays post the Union Budget presentation in July.
According to analysts, IT firms like Infosys, TCS and HCL Technologies are likely to benefit the most on account of larger US exposures and dollar billing.
market rally, especially in mid-caps, has also been driven by a pick-up in the monsoon and the government's resolve to get the goods and services tax (GST) Bill cleared in the recent session of Parliament.
Loan defaults and restructuring to limit profits.
Gaurav Garg, Head of Research, CapitalVia answers readers' stock market queries
The scrip of the company on Wednesday ended at Rs 695.80, up 2.7 per cent, on BSE, while the benchmark Sensex ended flat at 19,345.70. Just Dial shares had seen a record high of Rs 761.80 on July 9.
Revival in domestic business should also help overall revenue growth.
US Fed rate rise raises risk of further drying up of FII flows.
If you are bullish on the consumption theme, consider specialised mutual funds that focus on this theme. Remember that such sectoral mutual funds should not make up more than 5% to 10% of your equity portfolio.
Experts believe volatility is here to stay for some time, at least till China stabilises and clarity regarding the US Fed's interest rate move emerges.
'The news about the new virus strain in the UK provided them with an opportunity to take money off the table.'
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
Rupee, bonds may see knee-jerk reaction, as Urjit Patel is considered an inflation warrior
Despite high exposure of public sector banks to power, iron and steel sectors, analysts remain in a wait-and-watch mode.
After a robust Q4 FY14, thanks to election spends on advertising across platforms, media entities might see slightly lower ad revenue growth at 12 to 14 per cent.
Tata Motors was the top gainer on better-than-expected June quarter revenues
'The good news is that money continues to flow into India-focussed offshore funds.'
Consensus continues to be cautious with analysts pointing towards tougher days ahead
Volatility might continue as the Chinese market is expected to open sharply lower, following a long break
FPIs sold shares worth a net Rs 1236.95 crore on Friday.
PE funds have invested Rs 13,000 cr into the property market in Bengaluru.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries.
Contrarian stocks can help investors generate much higher returns than buying shares of companies that have shown consistent high growth for years.
Short-covering and the propping up of net asset values have potential to boost frontline as well as second-rung names next week
Sensex catapults 1,241 points and Nifty vaults 382 points in two sessions in a row.
Given the developments, analysts do not foresee a quick recovery.
The Sensex closed higher by 170 points at 26,128 and the Nifty rose 59 points to end at 7,943.
Analysts now expect India Inc to report a decline in both top line and bottom line for the September quarter.
OIL, IOC, HPCL, BPCL slipped between 0.1-1.5% each while the oil producing companies such as ONGC (0.1%), RIL (1.5%), GAIL(2.6%) also edged lower.
India Inc's earnings seem to have gathered momentum with a surge in the BSE Sensex over the past two quarters.
A section of analysts feel now may not be a bad time to buy select PSBs.
It won't be an easy ride for the markets, reckon experts, considering the multiple state elections in 2018 and general elections next year.
Eight Sensex biggies such as Reliance, L&T, BHEL, SBI and ICICI Bank are among the worst hit.
The bigger worry is that the miss for FY19 is likely to be significant even after assuming macro factors such as crude oil prices, rupee, input costs, and interest rates, do not worsen from the current levels, reports Vishal Chhabria.