Domestic Factors

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Strong recovery in FY17 on consumption boost: Morgan Stanley

The report penciled by Chetan Ahya of Morgan Stanley India compares both macro as well as the micro parameters during the 1998-2002 cycle and the present downturn cycle that began in 2013, which according to him, are very similar.
Mkt fundamentals not better than before; bet on OMCs: HSBC

Tushar Pradhan, CIO, HSBC AMC believes that global fund flows are the main reason for the rally in Indian market and expects India to be on investors‘ radar if global fund flows continue.
IMF lowers India's 2012 GDP growth to 6.9% from 7%

Calling for renewed efforts to revive India's flagging structural reform agenda, the IMF today said governance concerns have weakened business sentiment in the country.

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Domestic Factors

Strong recovery in FY17 on consumption boost: Morgan Stanley

Mkt fundamentals not better than before; bet on OMCs: HSBC

IMF lowers India's 2012 GDP growth to 6.9% from 7%