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We might consolidate more before the next legup starts: Sandip Sabharwal

Many stocks could be nearly 50-60% off their peak value or even lesser, says Sabharwal.

Rate sensitive stocks gain ahead of RBI policy meet on Tuesday

Rate-sensitive stocks gained momentum in an otherwise weak market on Monday, ahead of the Reserve Bank of India’s policy review on Tuesday.

Bottom fishing, anyone? These stocks tanked 25-75% in September

Investor wealth as measured by m-cap of BSE-listed firms slipped by Rs 14.50 lakh crore.

Rupee ends at 1-week high of 72.48 against US dollar

The domestic currency for the week finished lower by 28 paise, posting its fifth straight weekly loss.

Analysts' views on RBI policy review

The Reserve Bank of India left key interest rates on hold on Thursday, as expected, after six increases since March. Lets see what experts have to say:

Rupee to witness high volatility, set to trade in 70.80-72.20 range

Inflation and industrial production numbers will keep forex investors' interest alive.

Slow growth & high inflation will keep RBI policy in a bind: Ananth Narayan, Standard Chartered Bank

We were hoping for a softer number on WPI both on the core and the headline. This is a kind of a negative surprise for us.

Market euphoria may fade unless Modi moves quickly to fix the economy: Krishna Memani

The election results were not exactly as we all expected, says Memani.

Market to remain volatile on RBI policy: CK Narayan

Now it is actually time to tighten up the stops and hold your long positions, not really look to create fresh ones.

Builders unhappy with RBI policy; seek interest rate cut

Realty firms and property consultants today expressed disappointment over RBI's decision to keep key policy rate unchanged.

Montek Singh Ahluwalia on RBI policy: Growth should be higher on agenda

"I can see that the RBI remains concerned about inflation. I think we need to watch what happens in inflation but probably the need to push the growth at this moment is little higher on agenda than the concern about inflation," Ahluwalia told.

Expect RBI policy to give some direction to markets: Sharmila Joshi

If we do see a rate cut, then people will be more positive on the market going ahead and if that does not come through, then I am afraid that some amount of disappointment might come our way.

Realty index makes a comeback, rises 20% in March; All eyes now fixed on RBI policy

In the near term, the catalyst is RBI’s policy meet tomorrow. Realty firms with high debt to equity ratio may benefit if the RBI lowers interest rates or takes a dovish stance.

What changed your markets while you were sleeping

Let’s check out what all might matter to Dalal Street all through Wednesday.

Rupee is in for a rough ride; poll results, Fed may set tone

India’s Q2 GDP grew at 7.1 per cent compared to a growth of 8.2 per cent in the previous quarter.

RBI keeps repo rate at 6.50%; cuts inflation projection sharply

RBI maintained 'calibrated tightening' stance and projected H1FY20 GDP growth at 7.5%.

What changed your markets while you were sleeping

Let's take a look at what might matter on Dalal Street all through the day.

ETMarkets After Hours: Nifty Bank slips; realty, media stocks get a high

Market breadth remained in favour of bulls with the advance-decline ratio at 3:1.

RBI policy to remain vigilant, don’t expect further rate hikes in near term: Suyash Choudhary, IDFC

'If savings is constant and investment goes up, by that identity current account deficit will widen.'

RBI likely to keep interest rate unchanged

The expectations of a status quo are despite a moderation in growth and easing inflation.

Time for a relook at market, but stagger investment: Prateek Agarwal, ASK Investment Manager

Be more focussed on valuation rather than the noise that is being made across, says Agarwal.

Post RBI policy: Bonds draw comfort from future guidance, rupee steady

The ten-year benchmark bond yield has increased eight basis points to 8.80% pushing prices down immediately after the RBI hiked its repo rate.

After RBI's policy, AAP government to review schemes and projects earmarked for FY14

Kejriwal's government will review schemes and projects earmarked for financial year 2013-14 under a budgetary outlay of about Rs 36,000 crore (plan and non-plan).

Rupee under pressure, expect some pullback after the RBI policy: Ajay Marwaha, HDFC Bank

"At the moment, the currency is definitely under pressure. You could see a pull a little beyond Rs 63," Marwaha said.

RBI policy reflects cautious stance: Montek Singh Ahluwalia

Planning Commission today said that RBI has taken a cautious stance due to sticky inflation in its quarterly review by keeping the key rates unchanged.

RBI: Policy rates unchanged, SLR cut releases funds for private sector

SLR cut will release funds for private sector where interest rates could ease at least for the top rated companies.

Banking, auto stocks trade cautiously ahead of RBI policy

The BSE Banking index was trading 0.4 per cent lower, led by losses in BoB, Punjab National Bank and State Bank of India.

ICICI Bank, Axis Bank, BOB rally ahead of RBI policy meet

Rate sensitive sector stocks such as banking & realty have rallied in opening trades on Monday ahead of the Reserve Bank of India policy review on July 31.

Forthcoming RBI policy may be a non-event: Avinnash Gorakssakar

In an interview with ET Now, Avinnash Gorakssakar, Founder Director, Moneyinvestments.in, gives his views on Infosys results, IIP numbers and expectations from the RBI policy.

Current RBI policy is a correction of the last excessive cut: Nipun Mehta

When one looks at the stand that RBI had taken during the announcement of 50 bps cut, it probably showed RBI taking a different stand. So, this is a correction of that stand.

Slowdown in housing industry, RBI policy expectation impacting HDFC stocks: G Chokkalingam

"For the first time, HDFC Bank has posted lower than 30 per cent profit growth in the last quarter," Chokkalingam said.

Expect market to be subdued due to RBI policy meet: Mitesh Thacker, miteshthacker.com

"On Wednesday, we may be in better place to know whether levels of 6150 is giving away, are we breaking down, or will we get a bounce back from current levels," Thacker said.

RBI policy, FOMC meet to be key drivers for market: Mahesh Patil, Birla Sunlife

"On the RBI policy front, clearly there is expectation of a 25 bps kind of a rate hike, looking at the inflation numbers."

Rising inflation may limit rate cuts in RBI policy

Trade-off between growth & inflation will be a challenging call for RBI . Inflation is facing an uptrend after temporarily moving in a RBI comfort zone of below 7%.

This market has turned into a voting machine; so listen to Benjamin Graham

Market returns typically track corporate earnings growth or nominal GDP growth in the long term.

RBI policy, global cues to set tone for markets

RBI's monetary policy review meeting, political conflict in the Gulf and North Africa will determine the stock market direction this week.

Rupee bounces back 21 paise to 61.31 vs dollar on RBI policy

The rupee got a boost as stock market investors cheered the Reserve Bank's steps. Fresh dollar sales by exporters also supported the local currency.

Subbarao meets Manmohan Singh, Pranab ahead of RBI policy review

It is a standard practice for RBI Governor to discuss the state of economy with the Finance Minister before review of the monetary policy.

Market looking ahead to RBI policy now: Piyush Garg, ICICI Securities

1 month data is not to be taken as something which is a confirmed trend and this has happened earlier also. This number is less and less reliable.

Bonds gain again ahead of RBI policy review

Benchmark government bonds completed a second weekly gain on speculation the central bank will refrain from increasing interest rates by more than 25 basis points next week.

Sensex gains over 50 points, Nifty tests 10,600; Dilip Buildcon hits lower circuit

The Central Bank may deliver its first interest rate hike in nearly 4.5 years.

Edelweiss’ Sahil Kapoor on where to invest in broader markets

Keep on investing in bottoms-up stock-specific ideas, says the chief market strategist.

Tech view: Nifty forms Hammer-like pattern; small pullback not ruled out

A pullback cannot be ruled out on Wednesday, but the overall trend remains negative.

RBI policy rate cuts to depend on inflation scene: C Rangarajan

Rangarajan also said that present decision of cutting CRR by 75 basis points is an important step towards easing of the monetary policy.

Markets looking for cues from RBI policy, Budget: Nirmal Jain, IIFL

We should look out for fiscal deficit, the underlying assumptions of which should be realistic and whether the government can muster some courage to control subsidies.

RBI policy is positive for economy in medium term: Neeraj Gambhir, Nomura Capital India

'This RBI policy brings back the inflation fighting credentials of the central bank, which will prove positive for the economy'

Fund houses sit tight ahead of US Fed meet, RBI policy review

Mutual fund managers are cautious in taking trading positions ahead of the crucial US central bank meet.

FOMC meet, RBI policy will be crucial for market direction: Tushar Mahajan, Nomura India

With the indications from the FOMC and the Fed, markets can shift down back to the 5700-5720 odd levels, says Tushar Mahajan.

Long-term investors should stick to quality names now: Mayuresh Joshi, Angel Broking

In next few weeks, we are probably looking at more global action, says Joshi.

Market loses footing, plunges 1% on growth risks

Today's fall in one stroke knocked off Rs 1,70,000 crore of investors' wealth.

Expect sharp recovery in index earnings growth next year: Pankaj Murarka, Renaissance Investment

One will have to be very stock specific in terms of bottoms-up stock picking, says Murarka

Betting on these 5 stocks for making money: Sanjiv Bhasin, IIFL Securities

Look outside the index, the broader market should stand to gain in the next month or so, says Bhasin.

Markets factoring in big pick-up in earnings cycle for 12-18 months: Gautam Chhaochharia

Momentum to continue for next two months but one year down, markets to turn very expensive, says UBS MD

RBI policy review: Investors upset with no-action; no rate change, nor any timeline for easing liquidity

RBI lowered its economic growth rate forecast to 5.5% and warned that inflation could rear its head again.

RBI policy review: Fixed deposits to earn more

FDs are likely to fetch better returns soon as lenders respond to the RBI’s policy action.

Bond yields remain steady ahead of RBI policy

Bond yields ended steady, a day ahead of the central bank’s mid-quarter policy review, with the market pricing in a quarter point hike in key lending and borrowing rates.

RBI's policy indicates it's time to shift to long-term bond funds

However, it's highly doubtful that a huge and sustained shift downwards is something that debt investors can count on.

Rupee hits fresh 2-week high on RBI's bullish growth outlook

A sharp fall in global crude prices further supported the local currency.

Consumer durable, auto, FMCG indices gain after RBI policy

Shares in consumer durable, auto and FMCG indices advanced between 1-2% post the policy announcement by the Reserve Bank of India.

RBI policy will help regain economic growth momentum: Pranab Mukherjee

The RBI left interest rates on hold and said further rate increases may not be warranted, with future policy actions likely to respond to risks to growth.

What I read this week: Why SBI raising rates is more important than RBI rate hike

SBI has raised deposit rates not only for a shorter duration but also for longer maturities.

Rise in crude prices poses risk to India's current account deficit: Report

CAD widened to 2 per cent or USD 13.5 billion in the October-December quarter of 2017, up from 1.4 per cent, or USD 8 billion, in the corresponding period a year ago.

Capital gains on unlisted entities till Jan 31 to be grandfathered

Jaitley in Budget 2018-19 had reintroduced the LTCG tax on gains exceeding Rs 1 lakh.

Inflation to average around 5.1% this fiscal: Report

According to the global financial services major, the factors that are likely to impact inflation going forward include higher oil prices, a weaker rupee, higher MSPs and more currency in circulation.

Rupee ends at 1-week high against dollar

The rupee oscillated between a high of 68.53 and a low of 68.76 in day trade.

RBI policies aggravating manufacturing sector problems: Barclays Capital

Barclays Capital said the Reserve Bank's prolonged tight monetary policy has only aggravated the problem for the manufacturing sector.

RBI policy review, earnings to set tone

Stock investors and traders may need to brace for choppy sessions this week, after three straight weeks of gains.

ETMarkets Special Weekend Podcast: Why Gujarat election outcome is important for markets

Nobody on the Street is factoring in a BJP defeat but market watchers remain cautious. Tune in to find out why.

Don’t exit long duration funds, says Abhiroop Mukherjee of Motilal Oswal AMC

Short-to-medium duration funds would be the ideal space because there still are a lot of uncertainties in the market, says Abhiroop Mukherjee.

Bond yields, swaps decline on RBI policy cues

Bond yields, swap rates closed down on Thursday as market sentiment was supported by RBI deputy’s statement that global developments were being watched for policymaking in India.

RBI policy stance to depend on inflation situation: Subir Gokarn

Amid growing industry clamour for a pause in policy rate hikes,RBI said any change in its monetary policy will depend on inflation.

Market managed to end with gains, up 131 points for the week

Ripples of massive PNB scam continued to drag the market momentum during the week trade.

Rate sensitive stocks tank post RBI policy; SBI, PNB down 2%

Rate sensitive sectors like banks, realty and auto, which had run-up sharply earlier today, came under selling pressure soon after the RBI policy.

Rupee off 2-month highs on US dollar short-covering; RBI policy in focus

Dealers said dollar demand from oil importers also hurt the rupee while the euro's losses added to the negative sentiment.

Traders carry fewer Nifty futures into December series amid poll, rate uncertainties

Options data show Nifty has major support at 10,000 & faces resistance at 10,500.

Good monsoon, RBI's policy to further ease inflation: Pranab Mukherjee

Encouraged by the marginal decline in rate of price rise to 9.22%, Pranab said inflation pressure would ease further on back of good monsoon.

Dear RBI, don’t throw out the NBFC baby with the bathwater!

RBI should do its job of protecting the integrity of debt markets, but growth should not suffer.

Rupee can find strong support near 53.70 levels ahead of RBI policy

USD/INR depreciated by 2.8% (from 53.61 to 55.13) in just 2 days; whereas it was seen taking more than 15 days to appreciate by 2.1% (from 55.13 to 53.97).

SMC’s five picks to beat market volatility ahead of RBI policy review

The volatility trend is likely to be choppy with large intraday swings and stock-specific movements will be the theme.

Don't expect much out of RBI's policy: MV Tanksale, Central Bank of India

We have already been given approval by Government of India with the capital support of Rs 2406 crore, says MV Tanksale

Markets movement to depend on earnings season, RBI policy: Prashastha Seth

Wait for two things, a) how the quarterly results pan out over the next few days and b) what is essentially the outcome of the RBI policy.

Why really stocks crashed, and how D-Street interprets this fall

This RBI policy move was unexpected as most polls hinted at a possible 25 bps hike.

What changed your markets while you were sleeping

The Dow Jones Industrial Average index fell 0.75 per cent.

Sensex cracks 4,000 pts in 24 days! History still favours bears

A study by ICICI Sec reveals the median correction of a bull market in India stands at 14%.

Markets, rupee sink in tandem as crude fears rock D-St

DIIs bought shares worth Rs 1,402. per cent crore on Wednesday.

Why Sensex crashed over 800 points: Rupee, oil and three other factors

Mood was decidedly cautious ahead of the RBI policy meeting decision tomorrow.

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