Global Volatility

Sanjiv Bhasin, Executive VP-Mkts & Corporate Affairs, IIFL is very upbeat on consumption and banks as themes going forward.

Will be surprised if Nifty breaks 7550 and moves to 7700: Udayan

For a pre-Budget prop, CNBC-TV18's consulting editor Udayan Mukherjee advises traders to look into sectors such as roads, agri and perhaps even banks.

See Sensex at 29K by Dec 2016; no Fed rate hike: BNP Paribas

Manishi Raychaudhuri of BNP Paribas says economists were initially of the view that the US Federal Reserve will raise rates thrice in 2016, but now they feel that it may not raise rates even once in 2016 and 2017

60-80% mkt damage done; expectations from Budget low: Khemani

Despite the current global volatility and the resultant India impact, Vikas Khemani of Edelweiss Securities has not seen any domestic redemptions. Though he says there is a slowdown in domestic inflows

Fed yet to decide on hike; China not a concern: Fischer

Stanley Fischer, Vice Chairman of the US Federal Reserve says the Federal Reserve still has two weeks to decide on rate hike and would wait for the incoming economic data before taking a call.

See volatile mkts over 2-3 months; like industrials: Ambit

Vaibhav Sanghavi, Managing Director at Ambit Investment Advisory, explains: "We expect earnings to grow by 20% in FY17 and 12% this year. So going by sheer earnings growth, even without a massive re-rating in the markets, cumulatively we will grow 32-33% in two years, which takes the index number from 8500 to 11000."

Global concerns can spoil mood for bond mkts: DSP BlackRock

Despite a hint of change in the bond market sentiments, as the yields are touching almost 9%, the mood could be short lived if global volatility takes a toll, says Dhawal Dalal, senior vice president and head of fixed income at DSP BlackRock Investment Managers.