Expert Zone

India Markets Weekahead: Build your portfolio as markets consolidate

By Ambareesh Baliga
October 4, 2015

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

The Nifty closed a percent higher to end the truncated week at 7,951 after threatening to fall below crucial support levels prior to the Reserve Bank of India’s monetary policy review. The bigger-than-expected 50 bps repo rate cut surprised markets, resulting in a robust pull-back.

India Markets Weekahead: Monetary policy to decide trend

By Ambareesh Baliga
September 27, 2015

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

Volatility marked the truncated trading week ahead of the derivative contract expiry, and a 3.5 percent drop for the Nifty early on followed by a spirited bounce-back midweek left a number of market participants confused. The index ended the week with a loss of 1.42 percent at 7,868.

The foundation of an innovative ecosystem

By Ajay Batra
September 24, 2015

Silicon Valley is touted as the Mecca of innovation because of its foundation of relevant technology skills and a strong reward system. Its success lies in building a globally competitive innovation and IPR portfolio and having clear channels for monetization.

The future of health in India

By Kenneth Thorpe
September 21, 2015

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

India Markets Weekahead: Mid-caps will be in action amid consolidation

By Ambareesh Baliga
September 20, 2015

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

A trader works underneath a television screen showing Federal Reserve Chair Janet Yellen announcing that the Federal Reserve will leave interest rates unchanged on the floor of the New York Stock Exchange in New York September 17, 2015.  REUTERS/Lucas Jackson  The U.S. Federal Reserve’s decision to hold rates came as a relief for Asian markets, especially in India where the Nifty ended the week at 7,982, or 2.5 percent higher. However, U.S. and European markets corrected sharply on Friday due to Fed chief Janet Yellen’s comments over China’s economic slowdown.

India Markets Weekahead: Buy into the consolidation

By Ambareesh Baliga
September 13, 2015

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

Markets displayed a spirited bounce-back after nearly four weeks of decline with the Nifty closing at 7,789, or 1.7 percent higher, on the back of supportive global cues and several reforms by the government.

UAE an ideal trade partner for India

By Sunil Sanghai
September 9, 2015

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

Prime Minister Narendra Modi’s trip to the United Arab Emirates (UAE) last month was important in many ways, not least because it was the first visit to the gulf country by an Indian premier in 34 years.

India Markets Weekahead: Testing times ahead as fear engulfs markets

By Ambareesh Baliga
September 6, 2015

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

A broker reacts while trading at his computer terminal at a stock brokerage firm in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui Markets had their worst weekly fall in about four years with the Nifty closing at a 13-month low of 7,655 amid weak global cues and disappointing domestic data. Even the government’s decision to waive retrospective imposition of a minimum alternative tax (MAT) affecting foreign funds failed to lift investor sentiments. Foreign portfolio investors continued to sell heavily, resulting in net outflow of $470 million.

India Markets Weekahead: Data to drive stocks

By Ambareesh Baliga
August 30, 2015

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

A turbulent week saw the Nifty closing down 3.6 percent at 8,002, but this seems a marginal loss considering Monday’s intraday crash where the index touched a low of 7,667, its sharpest fall in 30 months. The week saw net selling to the tune of $1.9 billion by foreign portfolio investors with mid- and small-caps facing the maximum brunt.

As China slows, India has what it takes provided it strengthens defences

By Pranjul Bhandari
August 27, 2015

There is a complex web of interconnectedness between a slowing China, a recovering India, a restless exchange rate, and elusive exports. However, as we parse through these, a single message emerges – structural reforms to strengthen domestic markets may more than offset possible disruptions caused by an economic slowdown in China.