Expert Zone

India Markets Weekahead: ‎Ride the election rally but skim the profits

By Ambareesh Baliga
March 23, 2014

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

The market began the week on a high note after an extended weekend but could not sustain the rally due to profit booking. The Nifty was at a high of 6570 on Tuesday but the rest of the trading days remained lackluster and it ended the week with a marginal loss – at 6495 after the extended trading session on Saturday.

How much inflation is good for growth

March 22, 2014

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

The RBI has left it to the government to decide the inflation target since it considers it politically sensitive. The central bank will accordingly modulate its monetary policy to ensure that the government’s target is not exceeded.

Health insurance sector poised for more growth

By Deepak Yohannan
March 21, 2014

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

With the arrival of Cigna TTK, there are now five standalone health insurers offering products and services in India. Religare Health is also a recent entrant that started operations only last year.

India’s democratic pageant

By Shashi Tharoor
March 14, 2014

(This piece comes from Project Syndicate. The opinions expressed are the author’s own)

Is the current euphoria in equity markets justified?

By Mukesh Agarwal
March 10, 2014

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

The third-quarter results season corroborates my view that 2014 will be a year of fragile recovery for the Indian economy. Fragile, I reiterate.

How election years affect the stock market

March 10, 2014

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

The ongoing stock market rally has been primarily supported by foreign investors. The rupee also rose to a near three-month high against the dollar on Friday.

India Markets Weekahead: Markets move into pre-election rally

By Ambareesh Baliga
March 9, 2014

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

A spectacular rally in the last few days has put the market in a pre-election mode, buoyant with hopes of a stable and reform-oriented government. Led by institutional buying and the resultant short squeeze, the markets rallied more than 3 percent in the last two trading sessions – closing the week at 6526, a record high for Nifty. The markets seemed to have moved into a new territory with metals, realty, banking, capital goods, infrastructure and energy sectors participating in the rally.

India Markets Weekahead: Markets back on track for pre-election rally

By Ambareesh Baliga
March 2, 2014

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

The week started on a sombre note but with institutional activity picking up, the Nifty closed with gains of 1.97 percent at 6276 despite a mid-week trading holiday. Political activity also gained momentum with 11 parties coming together to form a Third Front to oppose both national parties.

Is gold a good investment once again?

February 28, 2014

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

The increase in gold prices in the last two months has rekindled interest in the yellow metal as a vehicle for investment. It was after the 2008 global financial crisis that gold became the most preferred asset, with prices doubling in four years.

India’s disrupted democracy

By Shashi Tharoor
February 21, 2014

(This piece comes from Project Syndicate. The opinions expressed are the author’s own)