Expert Zone

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.

India Markets Weekahead: It’s time again for an election year ‘rally of hope’

By Ambareesh Baliga
January 19, 2014

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

Despite a volatile Friday, it was a good week for the markets and saw the Nifty close about 90 points higher at 6,261, with sentiment supported by better-than-expected quarterly results and benign inflation data.

Indian hedge funds get knocked down but get up again

December 12, 2013

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

The fortunes of hedge funds focused on India continue to twist and turn, with many plots and subplots. After witnessing widespread losses and heavy redemptions in 2008, Indian hedge fund managers bounced back remarkably to post a 50 percent return in 2009. They continued their good form in 2010, delivering healthy gains of 12 percent during the year.

Not a smooth ride for the markets

November 11, 2013

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

There was subdued excitement over the Sensex hitting a record high in a special trading session on Diwali. It had taken the market quite some time to cross its previous peak in 2008. This was also the case for most other markets, although they had recovered a little earlier.

Focus should be inflation, not just stemming rupee’s fall

August 19, 2013

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

Indian stocks have been battered over the past few sessions. The market condition is not unexpected, thanks to over-action by policymakers and over-reaction by stock investors.