Expert Zone

India Markets Weekahead: China weighs, but Nifty could rise

By Ambareesh Baliga
January 10, 2016

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

Markets across the world had one of their worst opening weeks ever on rising concerns of a global economic slowdown led by China and geopolitical concerns in the wake of North Korea’s nuclear test. In India, the Nifty index ended the week at 7,601, down 4.5 percent.

India Markets Weekahead: Starting the New Year on a positive note

By Ambareesh Baliga
January 3, 2016

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

Markets inched up about 1 percent in a dull week with the Nifty closing at 7,963. The low participation was on account of holidays for major institutions and volumes remained low.

Markets Yearahead – Spotlight to be on India in 2016

By Ambareesh Baliga
December 27, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)
The Bombay Stock Exchange (BSE) building is pictured next to a police van in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui/Files

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: Keep shopping list handy for panic days

By Ambareesh Baliga
June 14, 2015

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

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)

How high will the Sensex go?

July 28, 2014

(Any opinions expressed here are those of the author and not 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: Time to take some profits off the table

By Ambareesh Baliga
April 13, 2014

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

A rally of hope tempered by caution pushed the Nifty 1.2 percent up to 6,776 for the week. Investors believe the worst is over and a new government would be the catalyst for a sustained economic upturn. In election season, hope for a better tomorrow helps the market ignore ground realities.

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.