Sector-Picks 2018

What will be the key sectoral stories to watch out for in 2018? Come year-end and the general question is, “What about markets”? This time will be no different. Let us look at 6 sectors that will be big stories in 2018… Agri-Sector – Well, the BJP is taking no chances after Gujarat. You can…

Gujarat Verdict

What are the key takeaways from the Gujarat election outcome? Despite the vagaries of the Gujarat counting last week, the results were largely along expected lines. One can argue that the BJP’s victory margin was narrower than expected, but that was to be expected after 22 years in power. So, what are the key takeaways?…

Trade Data

Exports flatter but trade deficit remains a major worry… After a disappointing first 6 months of the current fiscal, the trade data for November finally showed a semblance of recovery. Of course, imports were higher but exports grew much faster. However, the trade deficit continues to be at elevated levels and that remains a major…

Fed Rate Hike

This 25 bps could just be the beginning in a series of hikes… As the 2-day meet of the Federal Reserve concluded on Wednesday, the rate hike of 25 basis points was almost a fait accompli. Analysts and economists had long seen this coming. What was more significant was that this was Janet Yellen’s last…

Infosys Buyback

What you need to know about the November 30th buyback The stock price of Infosys has been on an uptrend in the month of November and is up by nearly 10%. The immediate trigger appears to be the buyback of shares which opens on 30th November. Here is what you need to know about the…

Investor’s Dilemma

We may have seen the beginning of a major market re-rating… The day after the bank recapitalization package was announced, there was a frenetic rally in PSU banking stocks. This rally not only took the Bank Nifty to a new high but even propelled the Nifty index to an all-time high beyond the 10,300 levels.…