'A favourable base, last year's policy measures, the carryover impact of a good monsoon and improving earnings should all help.'
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
'What will matter in 2024 from the market standpoint is the direction of interest rates globally, as well as in India.' 'The results of the general elections will also be keenly watched.'
'The reason being we cannot let premiums go beyond a certain point.'
'When you have surplus cash flow and markets correct sharply, what options do you have other than buying good stocks?'
The introduction of GST would constitute India's biggest reform.
Geopolitical concerns, earnings sees investors rush to safe haven plays post the Union Budget presentation in July.
Large-cap scrips are still trading at a discount to mid-caps.
Hike in planned public-sector capital expenditure will be credit-positive for infra cos
'Over the next two quarters, markets will be guided by observing the earnings resilience of corporates during the second lockdown, progress of the monsoon and the damage, if any, to rural spending power due to the second wave.'
Sensex, Nifty have lost about 6%, against 0.5-5% decline in other key Asian indices.
The market direction will be guided by corporate earnings, especially the oil & gas companies, since they were responsible for earnings disappointment in the past quarter as well.
