Abheek Barua & Bidisha Ganguly explain why the US treasury should intervene if the overvalued greenback continues to rise.
It is the fundamentals of companies that will drive stock performance.
A market correction is a good time to reassess the quality of your portfolio and purge the poor quality names from it, says Ramesh Bukka
Global private equity major KKR has ranked India second among the emerging markets on external risks, citing the high fiscal and current account deficits.
On Wednesday, FIIs sold shares worth Rs 1,573 crore.
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A weak rupee makes imports costlier, including oil and other commodities.
A high CAD puts pressure on the rupee, which in turn makes imports expensive and fuels inflation.
Repo rate may well end 2013 at 8 per cent, where it had begun the year.
'Markets should be driven more or less by earnings growth.'
Devangshu Datta predicts the good, the bad and the ugly of currency trends for the coming year.
Macro and micro environment are becoming more challenging.
If Chinese growth starts falling, sharply or otherwise, the risk on trade might reverse.
In dollar terms, however, gold prices jumped by 26 per cent this calendar year, following sharp jump in hedge funds' long position
The Budget has to provide for capex on roads, railways, defence and other infrastructure sectors.
Former RBI Governor Subbarao blamed Chidambaram for undermining the autonomy of RBI and putting pressure on him to cut interest rates.
Invest in stocks of export-oriented and capital-intensive companies, says Devangshu Datta.
RBI would get the comfort of meeting its 8 per cent January Consumer Price Index-based inflation target, BofA-ML said, adding that 'we expect the RBI to cut 75 bp in 2015 from February with inflation on course to 6 per cent in January 2016'.
The market believes there will soon be another offer to buy the bonds.
Markets ended their lowest close in 2015 on fears of FII outflows as the US Fed may hike rates.
The top gainers on the Sensex are Gail(India), HDFC, Infosys.
Over the past week, the Sensex and the Nifty continued the bull-run
ICICI Bank and SBI were among the top Sensex gainers along with FMCG majors ITC and HUL.
Mark Mobius, executive chairman, Templeton Emerging Markets Group, is positive on India and believes the Indian economy is on a strong footing
Slow pace of reforms in India is disappointing: Faber
The Reserve Bank of India kept interest rates on hold at 7.50 per cent.
The S&P BSE Sensex gained 57 points to end at 26,064 and the Nifty50 climbed 17 points.
BNP Paribas Securities sees the benchmark Sensex touching 22,000 mark in 2014, even as it cautioned over the earnings estimates in medium term.
Among the index heavyweights, Reliance Industries ended down 1.9% while mortage lender HDFC eased 0.2%. FMCG major ITC ended down 1.3%.
In September, the headline inflation accelerated to a seven-month high of 6.46 per cent, while the retail inflation quickened to 9.84 per cent.
After a volatile session, Sensex closed the day 563 points lower
Markets finished the session on a dismal note with Sensex closing at its lowest level since August 2014.
The US Fed on May 24 hinted at withdrawing its third round of quantitative easing, or bond buying programme, worth $85 billion each month, which began in the wake of the worst credit crisis in September 2008.
Sensex remained volatile through the day.
Sensex, Nifty slightly upbeat, midcaps to rule markets this week.
This was the near-unanimous replies of 10 market participants.
The rupee's stability in the last 12 to 18 months made corporates reduce hedging
In a recent report, BofA-ML suggests investors to track these six event risks in July apart from the Greek drama
Barry Eichengreen, professor of economics and political science, University of California, Berkeley, analyzes the transparency of the Reserve Bank of India, the growth rate of the Indian economy and why he feels globalisation can never be rolled back.
Sensex ends in green, bluechips in spotlight.
Global buyers are putting pressure on exporters to offer discounts between 10 per cent and 15 per cent.
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