Realty & HFC stocks

How Budget 2017 will change their outlook… One of the surprise beneficiaries of the Union Budget could be the realty and HFC (housing finance company) stocks. There are 2 reasons for this hypothesis. These are 2 sectors that have been hit deeply by demonetization and some antidote is required for them. Secondly, the government is…

Banking Stocks

How Budget 2017 could change their outlook… Banking will be the one sector to watch out for. Banks have had a mixed run in the past year but the way the Bank Nifty has been rallying in the past few days, it augurs a bank-friendly budget for 2017. Here is why we believe that banks…

Automobile Stocks

How Budget 2017 could change their outlook… Budget 2017 has great expectations built around it. The budget is likely to be long term positive for the auto sector as it focuses on improving rural demand and put more money in the hands of the middle class. Here is why the auto sector could benefit from…

PSU stocks

They may emerge as great stories in 2017… Any discussion about the key themes of 2017 boils down to the standard ones. There is banking, there are plays on digital money and then there are the beneficiaries from GST. A very important theme for 2017 could be PSU stocks. Here is why… Expect props from…

Implementing GAAR

It’s time to implement and the government is bang on… There have been a lot of apprehensions among FIIs about the implementation of General Anti-Avoidance Rules (GAAR) effective April 01st this year. The fear is that it could lead to tax hounding and retrospective taxation of FIIs bringing back the fears of 2012. The truth…

Trump era begins

It may not really be as bad as it is being made out… After a surprising, yet resounding victory, at the US presidential polls, Donald Trump took charge as the 45th President of the US on 20th January. Not surprisingly, his initial statements were laced with nationalism and isolationism. He spoke of coming down heavily…

Trump disappoints

Too much constriction, too little reforms… The much-touted Trump press conference was a classic case of “much ado about nothing”. There were expectations on some announcements pertaining to taxes and infrastructure spending. The speech dwelt a lot more on Russia, the media and said very little about the reformist noises that markets actually wanted to…

Strong Dollar

Why global markets need to be cautious… Global bond guru, Mohammed El Erian, has warned the world markets about the perils of a strong dollar. As the world is coming to believe that a strong dollar could be a big benefit, Erian’s views are of tremendous value. Here are the 3 reasons why Mohammed El…

Big Shift at TCS

What are the challenges ahead of Rajesh Gopinathan? On a day when TCS announced a stable growth of 1.5% in revenues and 2.9% in profits, the attention was occupied by a different subject altogether. On the same day, the company made two major changes. The current TCS CEO moves on to take charges as the…

Gold in 2017

What is the outlook or gold in 2017? Gold had a virtual rollercoaster ride in 2016. From the lows of January 2016, gold rallied nearly 30% before giving up a chunk of the gains in the light of Trump’s aggressive growth pitch. Economic growth and gold prices rarely go hand in hand. Gold is a…