However, despite Covid, Indian markets registered their best financial year performance in a decade, with the Sensex and Nifty50 rallying 68 per cent and 71 per cent, respectively, in FY21.
After a stellar November that saw companies mop up over Rs 36,000 crore from the primary market via initial public offers (IPOs) and offers for sale (OFS), the current month, analysts said, will test investor's willingness to stay on with their investments as the one-month mandatory lock-in period for anchor investors begins to loosen. A note by Edelweiss Alternative Research suggests that in calendar year 2021 (CY21), 51 companies went public. Of these, 41 issuances' anchor selling dates are already over.
The outbreak of the Omicron variant of the coronavirus and unprecedented lockdowns in China have roiled its equity market and also that of Hong Kong. After the crisis-hit Sri Lanka, China and Hong Kong are the worst-performing stock markets in Asia on a year-to-date basis.
The Maggi controversy is likely to be a stepping stone in the evolution of country's packaged and processed food industry.
Despite the large economic impact of the Covid-19 pandemic, the markets have recovered sharply even though the performance among individual stocks has been quite polarised.
IT companies have, in recent times, re-invested gains arising from a weaker rupee.
Liquidity issues post the crisis at DHFL, progress of monsoon, rupee trajectory at the domestic level and oil prices are some factors that will keep markets choppy, analysts say.
'The news about the new virus strain in the UK provided them with an opportunity to take money off the table.'
HDFC and HUL are the latest entrants in the club
Analysts attribute the surge to a host of factors, particularly the interest shown by the retail investors in these two market segments.
Analysts caution a non-BJP government is not an impossible scenario. In case of a Modi-led coalition, they advise investors to focus on discretionary consumption, select private banks and financials, RIL, housing, and IT.
Reliance announced energy asset sales worth around $ 16 billion; end of the investment cycle in telecom; bringing net-debt to zero in 18 months; value-unlocking options for real estate and financial assets; listing of telecom and retail in five years; and focus on dividends.
10 stocks which are most popular with brokerages right now and are expected to deliver maximum upside over the next 12 months.
The brokerage said the consolidated fiscal deficit, including that of the Union (3.6 per cent), the states (2.6 per cent) and the off-budget borrowings which are being resorted to increasingly is a worry.
In Q3, E&P business accounted for just 1.5% of gross revenue
The long-term growth perspective or potential for India is one of the highest in the Asia Pacific region.
'Experts are not ruling out further pain as global factors cannot insulate India from the aftermath.'
This works only for longer-tenured ones such as income funds, as the element of interest rate risk is reduced.
Major global indices like CAC 40, DAX Shanghai Composite, Hang Seng, Nikkei, Straits Times, Sensex, Nifty have lost 1% - 10% in a week
Though most experts remain bullish on the banking space, they suggest investors buy only those banks whose NPAs are at a manageable level of 3% to 4% and there is credit growth or earnings visibility.
A bonus is given to existing stockholders in proportion to the number of shares they already hold.
To be sure, this is not some stunning new revelation that our equity markets are beholden to foreign flows.
Investment in market leaders with a safety-first approach could yield reasonable returns across sectors.
The Sensex has slid 18.5 per cent from its January 2015 peak.
Analysts expect RIL to report consolidated revenue of Rs 1.40 trillion and 10 analysts expect RIL's net income to be Rs 9,629 crore
Shares of Tata Consultancy Services on Wednesday plunged almost 4 per cent, wiping out about Rs 16,000 crore (Rs 160 billion) in investor wealth, after the IT major indicated to analysts that weak India business and lower working days could drag down March quarter growth rate.
TCS kicked-off the Q1FY17 earnings season for information technology companies on Thursday.
Rally restricted to big stocks; FIIs have hit investment caps in many large companies.
Here's how brokerages across the country are interpreting the exit polls.
Between now and the general elections (likely in May 2019) there are 12 assembly polls, which analysts say, in a way will also be interpreted as a referendum on the Modi-led government's key reforms
Chances of a sudden collapse in the Shanghai Composite are remote.
ITC, Sun Pharma, Cipla and Tata Steel were top gainers on BSE Sensex
Sensex catapults 1,241 points and Nifty vaults 382 points in two sessions in a row.
India Inc's earnings seem to have gathered momentum with a surge in the BSE Sensex over the past two quarters.
Share rises further to 73 per cent from 66 per cent last year; Some overseas i-banks seen scaling down operations
A section of analysts feel now may not be a bad time to buy select PSBs.
The fuel reforms are a very important signal of the government's commitment to tough economic reforms.
After last Monday's massive fall in the Indian markets, a lot of quality stocks have fallen significantly.
The most preferred CoCo bonds are those through which banks raise their additional Tier-I capital.
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