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.

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.

India Markets Weekahead: Prepare for the next big move

May 1, 2016

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

 

The Nifty was volatile within a 150-point band during the week, failing yet again to cross the 8,000 mark and closing with a minor loss of 0.6 percent at 7,850. FIIs were net buyers to the tune of $252.48 million. The rupee remained flat, ending at 66.4 against the dollar.

India Markets Weekahead: Time to restructure your portfolio

April 24, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters) A broker laughs while speaking to a colleague, as they trade on their computer terminals at a stock brokerage firm in Mumbai, March 4, 2015. REUTERS/Shailesh Andrade/Files

A broker laughs while speaking to a colleague, as they trade on their computer terminals at a stock brokerage firm in Mumbai, March 4, 2015. REUTERS/Shailesh Andrade/Files

Time to ride the rally in the run-up to 2014 elections

December 10, 2013

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

Election fever in the world’s biggest democracy is gripping India in the run-up to general elections due in 2014. In the coming months, politics will be in focus especially among investors.

India Markets Weekahead: Beware the Ides of March

March 10, 2013

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

Markets ended budget week below support levels of 5800/5840 and just when the six-month rally seemed over for good, it made a spirited V-shaped recovery to close at 5946 on Friday, with gains of 3.95 percent. The Street is divided with some expecting this to be the beginning of a new rally with the market scaling highs that it missed in February; others see it as a strong pullback which will fizzle out soon.

With markets falling, it’s a good time to invest

August 22, 2011

(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)