There is a lot of optimism across all markets and a large part of it is justified, says Samir Arora of Helios Capital Management.
Stocks and sectors impacted most by GST.
It was a roller-coaster week for the markets, amid talk of a fiscal stimulus by the government. Saurabh Mukherjea, chief executive officer, and Prashant Mittal, strategist, at Ambit Capital tell Puneet Wadhwa the recent flows into equity mutual funds are largely speculative in nature and pose a risk of reversal.
'Through the course of the year, we expect the economic weakness generated by demonetisation will give way to normalisation of growth conditions.'
Demonetisation impact, earnings growth, central bank policies will get attention.
Among these, Hindalco and Vedanta from the metal pack have become multi-baggers, gaining 100 per cent in 2016
A'Market valuation is another concern.'
'India is trading at steep valuations and there have been a number of IPOs, especially in the insurance sector, that have had an impact on secondary market liquidity.'
'Investors hate uncertainty and the demonetisation move certainly creates that.'
Demonetisation, Donald Trump's surprise victory in the US presidential elections, and the fear that US Fed may hike rates in the upcoming policy review in December have dented market sentiments, report Puneet Wadhwa & Deepak Korgaonkar.
The film hits screens this Diwali.
'The Budget targets are achievable, but they require continued discipline and that the government sticks with the efforts to cut red tape and make business in India more efficient.'
These institutes, while expensive, are a viable alternative to studying abroad.
Move over Happy New Year and Dhoom 3, we have a new champion in a non-Bollywood film.
'We believe 2017 could see higher flows from foreign institutions as money comes back to growth markets like India.'
'The economy needs to deliver the expected 7.5% growth for the markets to deliver better than single digit returns.' 'Any disappointment in growth can see the markets correcting downwards.'
Macro and micro environment are becoming more challenging.
The failure of big-budget Bollywood movies show that mega stars such as Salman Khan, Shah Rukh Khan, Hrithik Roshan, Ranbir Kapoor, Katrina Kaif and Anushka Sharma are struggling to impress the audience.
Mark Mobius, co-founder, Mobius Capital Partners, tells Puneet Wadhwa that investors should concentrate more on "value" rather than momentum, and on good small- and medium-sized companies rather than large-caps.
'Markets are likely to remain choppy for the next 6 months.'
Jigar Shah, chief executive officer, Maybank Kim Eng Securities is not certain that the DMart listing would trigger a re-rating of the Indian retailing sector.
'Trust a fund manager, buy some small-cap funds and stay invested.'
Jim Rogers' decision not to invest now is not India-specific, but has to do with the problems relating to how the major global economies are shaping up.
'Going ahead, I think the world trade will slow down or decline, and this will be bad for everybody.'
Finance Minister Arun Jaitley said the magnitude of the alleged black money transfer through state-owned BoB will only be known after completion of the multi-disciplinary probe.
For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.
Motilal Oswal of Motilal Oswal Financial Services tells Puneet Wadhwa why he thinks the current market levels will sustain.
'The challenge in India will be reviving consumption/investment.' 'If the negative surprise in earnings is very sharp or lasts longer than March, it can trigger a sharp sell-off.'
Indian market probably has more headroom than the US, says Geoff Lewis, senior strategist for Asia, Manulife Asset Management.
The recent input by the Intelligence Bureau -- suggesting that Gujarat Chief Minister Narendra Modi is being targeted by militant Khalistani groups -- indicates that the Inter Services Intelligence is planning to re-launch its covert movement in India.
E-wedding planners allow you to book everything online, including venues, make-up artists, bands, florists.
Disney's The Jungle Book has taken the box office by storm.
Mumbai developers are battling high inventory.
Any correction in Indian equities is an opportunity for investors to put in money for the long term
In UK, France and Germany, the president and CEO of Edelweiss Securities, anticipates votes incrementally in favour of local protection and de-globalisation.
"While the risk of a correction goes up in the near term, on a long-term basis the Indian market is on an absolutely strong footing."
After enduring volatility for the first two months of calendar year 2016 (CY16), global equity markets have recouped some of the losses in March. Jigar Shah, chief executive officer, Maybank Kim Eng Securities, believes the next triggers for the rally will come from a soft landing in China and no recession situation in the US.
As armed forces prepare to showcase 'Nari Shakti' (women's power) at the Republic Day parade on January 26, the Navy is working on a policy to allow women officers on-board warships in the next few years.
The well-reviewed film crosses Rs 300 crore revenue mark.
India remains an attractive destination and the recent sell-off has made valuations attractive in the large-cap space.
'I think the markets will move up given that there will be more money.'
