Domestic Flows

Valuation makes the Indian market vulnerable to a military escalation. The gap between Nifty earnings yield and the 10-year G-Sec yield is closer to the average during historical market peaks

Taper Tantrum 2.0 – Can India ward off the 2013 market turmoil rerun?

The Fed has laid the groundwork for tapering this year, but it has also given plenty of advance notice

India is a stock picker's market; nearly 200 stocks hit lifetime high in April

Stocks which hit fresh lifetime highs in April include names like HDFC, Maruti Suzuki, Kotak Mahindra Bank, Yes Bank, P&G, MRF, RBL Bank, Dalmia Bharat, Godrej Industries, Natco Pharma, IIFL Holdings, Future Retail, Jubilant Life Sciences, Exide etc.

Ambit's Gubbi feels sticky fund flows may limit market downside

An untoward outcome of the UP elections could hit market sentiment for a couple of days but the buoyant fund flows will limit decline, according to Pramod Gubbi, Head of Equities at Ambit Capital.

Midcaps near all-time highs: How should you trade them now?

It has been a buoyant start to the year for Indian equities. Strong domestic flows, absence of any major negative surprises in the Budget and a general lack of alternative investment options have overshadowed the worry of demonetisation delaying earnings recovery.

Mkt resilient at current level; bullish auto: ICICI Pru AMC

Manish Gunwani, senior fund manager at ICICI Prudential AMC believes dollar trajectory will be the key variable in the short-term