The domestic stock indices Sensex & Nifty hit the lifetime high. Sensex reached 37500 level for the first time and NSE Nifty reached a peak of 11300 level. The increased corporate earnings resulted in positive investor sentiments. Also, the rising dollar rates increases the revenues of sectors such as IT and Pharma. This, in turn, results in a chain reaction of growth and positive sentiment in the market. Though the …

Markets are suggesting mixed signals at the moment. On one hand, macros continued to weaken due to sharp rise in oil prices, pressure on current account deficit and its impact on inflation. On the other hand, corporate earnings have shown a steady increase. In-fact corporate earnings have been highest since demonetisation time. 

Indian Rupee has fallen to its lowest ever against the US dollar last month. The fall in the …

Current market condition can be understood better if we analyse the following factors:

1. Improving Micros - Corporate earning is improving steadily over the last four quarters. It has improved by around 11% from the year-ago period. Most of the analysts expect this momentum to continue and earnings are projected to grow steadily over the next 2 to 3 years.
   
2. Worsening Macros -  There are some key macro factors that have …

Indian Equity markets have started witnessing the downward movement. Recently, the Sensex has dropped by almost 3000 points, which is an overall correction of around 10%. The correction is much deeper in mid and small caps. They are down 15% to 20% from their recent peaks. Recent correction may not be good for short term traders, but may turn out to be a boon for long term investors since the …

FinAtoZ View on Budget 2018 and The Road Ahead

As expected, the Union Budget 2018 had a clear focus on the rural theme. Government announced significant steps to put more money in the rural economy. There were many announcements on infra projects for rural India. Moreover, the move to increase MSP is likely to put more money in the hands of rural consumers. However, the budget had almost nothing for …