from Expert Zone:

One year on: Modi, reforms and markets

By Aviral Gupta
May 25, 2015

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

from Expert Zone:

The road ahead for Indian markets

By Aviral Gupta
May 11, 2015

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

from Morning Bid with David Gaffen:

Dislocations, jobs and the bond market

May 7, 2015

Friday’s jobs report will possibly alleviate a bit of a confounding period in the market, where the Treasury curve, particularly the long end, has been under intense selling pressure in a counter-intuitive move, seeing as how data has been largely lackluster.

from Morning Bid with David Gaffen:

The popular shorts in the spotlight

May 6, 2015

Tesla's earnings come today at an interesting time for the market. The small-cap Russell 2000 closed below its 100-day moving average amid weakness in the smaller names trading in U.S. markets.

from Edward Hadas:

Hooray, trading slowed on Friday

By Edward Hadas
April 22, 2015

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

from Morning Bid with David Gaffen:

Liquidity in a dry spell

April 22, 2015

The market finds itself in something of a standstill. It's been a long time since the S&P 500 hit a new high and the Nasdaq has been knocking on the door of its all-time record for months now. It's fair to characterize the trade as "directionless," with the most notable feature of the weekly data from the AAII surveys being how big the neutral sentiment is (insert "shrug" emoji here).

from Expert Zone:

India Weekahead: Time for a stock picker’s market

By Ambareesh Baliga
March 22, 2015

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

The Nifty continued its losing streak, falling 1.03 percent during the week to end at 8,570. The present market behaviour is in stark contrast to what we had witnessed in the last 12 months. Intraday rallies are being sold into and positive news flow is unable to sustain the markets at higher levels.

from Expert Zone:

India Weekahead: Markets firmly entrenched in pre-budget rally

By Ambareesh Baliga
February 15, 2015

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

from Morning Bid with David Gaffen:

The Fed and the damage done

January 28, 2015

The general sense from financial strategists and the commentators around them is to look at earnings reports like what was put out there from Caterpillar, Microsoft and a number of other big-name companies, see their disappointments (in part the result of the dollar’s strength, which seems to have surprised the hell out of a lot of people, judging by the Tuesday selloff) and wonder why the Fed might consider holding the line with its “coming soon!” approach to raising rates before long. Add to that all the recent moves by the various other worldwide central banks to lower rates – the Danes, the euro zone, the Canadians – and the Fed looks even more out on an island with the harder line that it is taking at this point.

from Expert Zone:

Markets Weekahead – Invest in sectors which will rebuild India

By Ambareesh Baliga
January 18, 2015

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