Expert Zone

India Markets Weekahead – Be fearful of greedy street

By Ambareesh Baliga
December 7, 2014

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

The past week belonged to individual stocks as the Nifty took a breather, closing with a small loss of 0.45 percent at 8,538. A host of stocks related to defence, railways and power ancillaries hogged the limelight on hopes of huge order flows. Jewellery stocks rallied after the government relaxed gold import norms.

India Markets Weekahead: Ride the bull … for now

By Ambareesh Baliga
November 23, 2014

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

India Markets Weekahead: Use current market opportunity for directional trades

By Ambareesh Baliga
November 9, 2014

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

A man looks at a screen across the road displaying the Sensex on the facade of the Bombay Stock Exchange (BSE) building in Mumbai February 6, 2014. REUTERS/Mansi Thapliyal/FilesMarkets held up in the truncated week and settled comfortably above 8,300 levels. The government’s reform push, supported by domestic news flows and positive international markets ensured stability in the new zone. Soft commodity prices, especially crude, gave markets a further fillip.

India Markets Weekahead: Time to lighten commitments as extended honeymoon almost over

By Ambareesh Baliga
September 28, 2014

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

The past week was one of the most eventful post the general elections, and the action continued till Saturday with a landmark speech by Prime Minister Narendra Modi at the U.N. General Assembly and Tamil Nadu Chief Minister Jayalalithaa Jayaram being sentenced to four years in jail in a corruption case. Markets were volatile and the Nifty closed the week at 7,968, down 2 percent despite a recovery on Friday.

India Markets Weekahead: Continue pruning your portfolio

By Ambareesh Baliga
September 14, 2014

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

How high will the Sensex go?

July 28, 2014

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

National agenda to bring $100 billion of domestic household savings in capital markets in next five years

July 9, 2014

(Rajiv Deep Bajaj is the Vice Chairman and Managing Director of Bajaj Capital Ltd. The views expressed in this column are his own and do not represent those of Thomson Reuters)

Indian markets: Earnings in focus, better to stick to fundamentals

By Mukesh Agarwal
June 2, 2014

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

It’s reasonable to ask whether the Indian stock market has lost steam after the blistering run-up seen over the past couple of months. Since August, the markets have rallied about 40 percent, with many stocks in high-beta sectors such as infrastructure generating a return of more than 100 percent. At a one-year forward price-to-earnings (P/E) multiple of 15x, the Nifty isn’t exactly cheap for retail investors right now.

India Market Weekahead: Ride the election rally with some caution

By Ambareesh Baliga
April 6, 2014

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

The Nifty touched a high of 6758 during the week, part of a market rally for 10 consecutive sessions – the longest streak in five years.‎ An overdue correction set in towards the end of the week with the Nifty ending flat at 6694.

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.