from Expert Zone:

India Markets Weekahead: RajanExit bigger jolt than Brexit

June 18, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

In a letter to staff, Raghuram Rajan has ruled out a second term, ending speculation over his continuing as RBI governor when his term ends in September. This is bound to shake market sentiment when it opens on Monday.

from Expert Zone:

India Markets Weekahead: Global risks could dominate

June 11, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The Nifty did not cross the 8,300 level despite early momentum, as negative cues from global markets and a rebound in crude oil prices dented sentiment this week. The index oscillated in the 8,150 - 8,300 range to settle at the lower end of the band, down 0.6 percent.

from Breakingviews:

India’s smartphone giant eyes China role reversal

June 3, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

Tata’s portfolio power still just about adds up

May 24, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Expert Zone:

India Markets Weekahead: Time to deploy cash

May 22, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Markets corrected in a volatile week on fears of a rate hike by the U.S. Fed as early as next month. The Nifty closed down 0.83 percent for the week at 7,750. Sentiment was also affected by SEBI’s decision to introduce tighter norms for P-Notes leading to concerns about future foreign equity inflows.

from India Insight:

Dry river fails to dampen Kumbh Mela spirit in Ujjain

May 20, 2016

Baburam Shakya, 73, took his fifth Simhasth Kumbh dip last month in Ujjain, a feat not many can boast of given it takes place once every 12 years.

from Breakingviews:

India’s Modi can reclaim his “wow” factor

May 16, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Expert Zone:

India Markets Weekahead: Nifty at 8,000 – the wait just got a little longer

May 15, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The 8,000 mark remained elusive for the Nifty, although the index managed to gain 1 percent during the week despite Friday’s fall. Investors had initially cheered passage of the new bankruptcy law in parliament, but concerns arising over amendments to the country’s tax treaty with Mauritius weighed on bourses. Dismal headline inflation and industrial production numbers worsened sentiments. FIIs continued to be net buyers of shares to the tune of $89.53 million during the week.

from Expert Zone:

India Markets Weekahead: Wait for the next leg of the rally

May 8, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Markets continued to correct and consolidate at lower levels after a sell-off in global stocks. Disappointing domestic macro data and some dismal quarterly numbers also hurt sentiments. The Nifty fell 1.5 percent during the week to close at 7,733. FIIs were net sellers to the tune of $116.6 million.

from Breakingviews:

India shows China the way to deal with bad debt

May 6, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.