Page 24 - Indian Markets

India is in a good position to outperform EMs in 2018: Sunil Singhania

We are optimistic on the road ahead for the markets: Global head, equities at Reliance Capital

Markets gain over 6% in October, log best month since March 2016

Across-the-board gains were seen in October, with the small- and mid-cap indices outperforming and all sectoral indices ending with gains

A trade-off is inevitable

Balance the need for lower prices with investments and creation of jobs

India the worst major market in September

Sensex down 3.7% in dollar terms amid economic growth concerns; in comparison, the MSCI EM index has lost 1% during the month

Fiscal road map, dollar to dictate market direction

Markets would be keeping an eye on the North Korea-US stand-off

'Frothy' assets spark concerns as cash floods Indian markets

The nation's equities and bonds have rallied even as economic growth sags to its weakest since 2014

Indices hit new high on global cues

BSE Sensex closed at 31,715 for the first time, a gain of 355 points or 1.13%

Indian markets catch Trump cold; Nifty falls 1%, Sensex closes 200 pts down

After record highs for consecutive sessions, the Indian stock market's benchmark indices closed lower on Thursday. While the S&P BSE Sensex lost 224 points or 0.7 per cent to close at 30,434, the Nifty 50 on the National Stock Exchange closed at 9,429, down 96 points or one per cent. Market participants said the fall was due to global cues. There was a sell-off in the US markets on Wednesday over concerns that newly elected President Donald Trump might even be impeached. The broader markets here saw a steeper fall, with the BSE midcap and smallcap indices losing a little more than two per cent each.The Nifty's volatility index, India VIX, jumped almost 11 per cent to close at 11.7850. It had recently hit all-time lows on buoyant investor sentiment. Thursday's rise shows investors are now worried about the global developments.The US news doesn't look positive from a markets perspective, say participants. And, could have a serious overhang on all global markets. Trump is under ...

There is strong investor interest for the right issuers: Asit Bhatia

Bank of America Merrill Lynch's Bhatia says he hopes to build on Q1's strong momentum

The Indian aam aadmi is rushing into stocks, spurring a rally and risks

Skip one Domino's pizza a month and put that money into a SIP is the new mantra

Policies to sustain India's market

The question is whether policies can be better framed to harness the market potential

How Indian markets appear from John Bogle's lens

John Bogle, founder of the Vanguard group, has a "formula" for calculating future expectations of index returns. Although an index investor is just looking to capture the market return, that return should beat risk free investments and this formula helps in asset allocation.Bogle adds up (historic) dividend yield + earnings growth +/- change in PE ratio. Say, dividend yield for an index is one per cent; the EPS growth for the last year is five per cent. Also say, the index PE has moved from PE 15 a year ago, to PE 20, that is a change of plus 5. (These numbers are random). The Bogle formula gives future expectations of (2 + 5 + 5) or 12 per cent. Bogle uses longer term data. He says, over the decades, the formula has been fairly accurate for the US markets (available data goes back to 1900).If you applied this formula to Indian markets now, the Nifty has a PE of 23. The Nifty was at around PE 18 in October 2011. So, it is up by about PE 5 in the past five years. The dividend yield has

Markets snap two-week winning spree, Sensex drops 198 points

BSE barometer had gained 1,015 points, or 3.65 per cent, in the previous two weeks

New regulations will transform India's finance market, says Moody's

Adds that participation of foreign investors through the new FPI rules will help the Indian market become more in line with global practices

Are Indian markets headed for more volatility?

With the Indian market becoming more reactive to news flows, volatility has increased substantially, but India is comfortably positioned against global indices

Global correction a bigger threat to Indian markets: Jyotivardhan Jaipuria

Interview with founder & managing director, Veda Investment Managers

Markets fall most in 5 weeks

Indices fall more than 1.3% each

Global factors hold key

The recovery in Indian markets from their recent low has been swift. Experts believe since valuations are fair at current levels and the near-term earnings expectation isn't encouraging, further gains for the market will depend a lot on global growth and risk appetite. While the Indian market's underperformance could be a thing of the past, a consolidation seems more likely.Christopher Wood, Managing Director, CLSA''More foreign selling cannot be ruled out, given the continuing overweight stance and our base case of renewed risk aversion globally, sooner or later. It is also the case that there continues to be a lack of evidence of renewed cyclical momentum in India, with credit growth still only slightly above nominal GDP growth''Source: Greed & Fear newsletterSunil Singhania, CIO, Reliance Mutual Fund''The market might consolidate at current levels before gaining further. The March quarter earnings aren't expected to be good, so it is unlikely that the market will go up one-way f

Meet the all-weather stocks

Bull or bear market, here are 10 firms that have withstood various market phases and delivered strong earnings growth, stock returns