Reforms may seem disruptive but sometimes they’re necessary. It’s too difficult to predict the impact of any reform to the last decimal place on multiple industries
Given the current situation, investors should be thinking about a multi-asset approach to their allocation decisions, and the inclusion of more uncorrelated risk premia is essential.
2016 has ended on a tumultuous note with developments on the international as well as domestic fronts. A sense of uncertainty is prevailing among consumers thanks to demonetisation
The current volatility is providing an opportunity for long-term investors to build portfolios in a staggered fashion. These are the times when investors could recalibrate their portfolios...
This budget could see announcements aimed at boosting the consumer spending and increased government expenditure. As the finance minister has already indicated of tax cuts some fiscal stimulus...
Growth in FY17 earnings of Nifty firms, which was expected to be around 10-12 per cent pre-demonetisation move, is expected to now grow at 5-7 per cent, said Jyoti Vaswani,
The government move to demonetise high-value currency notes would accelerate growth and reduce inflation (and thereby interest rate) and fiscal deficit in the long-term.
Sectors, where cash transactions tend to be high, including consumer-driven sectors like retail and automobile, earnings will certainly be impacted in the current quarter due to the demonetisation move.
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