Companies shipping to Europe to see rupee revenues coming under pressure.
They own 27.5% in top 75 listed firms; investments bounce back after falling two straight quarters
While analysts predicted the Sensex to cross 30,000 in 2016, the index currently stands 12% lower at 26,400.
Portfolio returns, say analysts at Morgan Stanley, are more likely to be driven by bottom-up stock-picking rather than top-down macro forces.
The markets are in bubble territory.
It is the fundamentals of companies that will drive stock performance.
Experts say the market is more bullish on the BJP as it will ensure continuity in policymaking.
The next key battle the market will watch out for will be in Congress-ruled Karnataka
Amid lowering of bank deposit rates and falling yields from traditional investment vehicles like gold and real estate, investors are fast shifting to financial assets. The MF sector is emerging a clear beneficiary of this trend.
Even though stocks may remain volatile in the run-up to the polls, as political parties stitch up alliances, the long-term trajectory for the markets remains bullish.
The Street was hoping that investors will lap up shares of high-dividend companies on optimism that their payouts will increase further, thanks to the 20 per cent tax saving. However, the trade failed to materialise as wealthy investors stayed away fearing high tax outgo, and experts raised doubts on whether companies would actually increase cash dole outs.
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.
Spread between earnings yield and bold yield lowest since 2013; dividend yield and bond yield lowest since 2008.
If the rupee falls further, it would negatively impact the dollar-based returns of foreign investors, and could influence foreign flows into India.
Market hopes govt will hike capital expenditure.
A first in 7 years, the combined institutional investor flow stands at Rs 69,000 crore in 2016-17
Morgan Stanley expects RBI to cut rates sharply rather than "dribble down".
With a rise of around 30 per cent in the benchmark index S&P BSE Sensex, 2014 has been the best year for Indian equity markets since 2009, when the benchmark index surged 81 per cent.
Buying stocks during bad times can lead to good returns.
India's macroeconomic environment is improving, but it is still not past the point where it can ignore the developments in the global markets
While companies having fewer visa holders in the US seem to be less exposed to rising protectionism, most front-line IT stocks are trading at attractive levels and, to a large extent, factor in near-term headwinds.
AAP has promised lower electricity bills, free basic water supply.
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'It's hard to call whether the Indian markets will go through a time or price correction.' 'There could be a swift 5 to 10 per cent fall in the market in the next two months or there could be a gradual fall and six months sideway movement.' 'Eventually, I think there will be a bit of both.'
'The Budget has maintained fiscal prudence while announcing a number of steps to boost growth, particularly in infrastructure and rural sectors.'
Although the markets could see a knee-jerk reaction, they rule out a sharp fall.
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