Protectionism and a rollback of regulation. Defusion of tensions with Russia and a lowering of geo-political risks. Looser fiscal policy and tighter monetary policy. At least Donald Trump can't be faulted for not trying something different where existing policies have disappointed, says T T Ram Mohan.
There are good reasons to believe that India is at the start of a long period of growth for equities.
The 30-share Sensex ended 117 points higher at 26,560 and the 50-share Nifty gained 31 points to end at 7,936.
In India, however, the Nifty continues to climb a wall of worry as general elections loom, fiscal deficit surges and the current account deficit is barely under control following subdued gold and crude prices, says Sonali Ranade.
BSE Realty index zoomed by almost 7% followed by counters like Metal, Oil & Gas, Auto, Banks, Auto, Healthcare and Power, all surging between 1-5%.
The dollar is king in an intermediate correction, says Sonali Ranade
The dollar's preliminary moves after the low 80.90 are supportive of a like dollar rally back to 85.50. We should see confirmation of that in the early part of next week, says Sonali Ranade
What China's market crash means for India
US stocks rose more than 1% on Tuesday, with the S&P 500 coming less than 2% below its record peak set last month.
Market breadth ended weak on the BSE with 1,838 declines against 1,218 advances.
At the same time, however, officials at the central bank lowered their projections for the long-run target interest rate, evidence of slightly diminished expectations for a nation climbing out of a severe crisis and struggling with demographic headwinds like declining labor force participation.
A common factor that binds all these men is greed.
The Glazers are unlikely to ever be liked, let alone loved, by fans of Manchester United. The fiercely private American family that bought the famous English soccer club 10 years ago has been widely depicted by the team's fans and the British media as seeking to bleed the club dry after leveraging it up with debt.
15 per cent of startups in Silicon Valley are founded by Indians.
Given the 18-day government shutdown in the US and the likelihood for continued wrangling between the Democrats and the Republicans, it now looks like tapering may be off the table till the first quarter of 2014.
Senate Majority Leader Harry Reid, a Democrat, and his Republican counterpart, Mitch McConnell, ended a day of constant talks with optimistic proclamations, as details leaked out of the pact they were negotiating.
With Sundar Pichai becoming the CEO of Google, India has one more reason to cheer its prowess in the global IT sector.
In the near term, two key factors are the outcome of the monsoon season in respect to cropping yields; and the correction in the crude oil price.
The Indian government and RBI must keep foreign equity investors happy and avoid crushing growth expectations, notes Akash Prakash.
Time to take profits and move to the sidelines in an euphoria, says Sonali Ranade
Hoard cash. There will be plenty of time and opportunity at far lower levels, warns Sonali Ranade in her weekly Market Notes
It was the RBI which destroyed our $-job economy. It is for the RBI to resurrect it by instituting news ways of managing the INR, says Sonali Ranade
Don't catch falling knives or chase bear rallies no matter how enticing those eight pc green blips look. They may be mouse traps, warns Sonali Ranade