market is likely to remain range bound in the run-up to elections as investors are largely neutral on India, says Nandan Chakraborty.
Bharat Iyer of JP Morgan believes the pace, extent and duration of QE taper needs to be watched and these could continue to influence equity market performance over CY2014.
"Even if we maintained last year's numbers we would still have CAD at only USD 40 billion," Samiran Chakrabarty told CNBC-TV18.
Advent Advisors' KR Bharat says that the current rally in the market is driven by liquidity and not by fundamentals. He advises on investing in fundamentally rich stocks. However, he also sees a secular bull run in the long-run.
CIMB is cautious on Indian markets going forward. It feels that the eventual taper of the monthly asset purchase programme by the US Federal Reserve will have a negative impact on India.