Expert Zone

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.

India Market Weekahead – Inflation, FII inflows to be key

By Ambareesh Baliga
May 12, 2013

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

The bulls are back and their four-week winning streak saw the Nifty close at a 29-month high of 6107 on Friday, up about 2.75 percent for the week. Liquidity flows remain robust, fuelling the momentum despite political heat in New Delhi.

Markets Weekahead: Not the right time to buy

By Ambareesh Baliga
April 28, 2013

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

The markets continued their winning streak in the past week, with the Nifty gaining another 1.52 percent to close at 5871 on Friday.

India Markets Weekahead: Prudent to wait for the budget

By Ambareesh Baliga
February 23, 2013

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

India Markets Weekahead – Company results key for market direction

By Ambareesh Baliga
January 13, 2013

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

India Markets Weekahead – Set for new high with no roadblock in sight

By Ambareesh Baliga
January 6, 2013

A resolution for the U.S. “fiscal cliff” helped the markets cross the psychological Nifty benchmark of 6,000 to close the week up 1.82 percent at 6,016.

India Markets Weekahead – A breakout expected before the year ends

By Ambareesh Baliga
December 16, 2012

 

(The views expressed in this column are the author’s own and do not represent those of Reuters)