All Things Markets

Economic revival depends a lot on recovery of the real estate sector while banks and NBFCs wait for resolution in the industry. In 2019, stock markets were shaken up by crisis like the DHFL and the government resolution measure for the real estate sector may not be enough. Mint's Nasrin Sultana speaks to Gulam Zia, Executive Director, Knight Frank India if there is more pain left in the sector?

Sebi has tightened disclosure norms for reporting loan defaults. The capital market regulator has also made some changes in PMS. Mint's Nasrin Sultana speaks to Jinesh Gopani, Head Equities at Axis Mutual Fund if the new norms will impact stock markets at all.

Though corporate earnings for the September quarter are not encouraging, stock markets are touching new highs. Mint's Nasrin Sultana speaks to Deepak Jasani, Head of Retail Research, HDFC securities on what's next for markets post Q2 earnings.

Moody’s cut India’s sovereign rating outlook to negative from stable while retaining the issuer rating at Baa2. Following the cut, the government is expected to persist with its focus on structural reforms to improve the investment climate and to attract more capital inflows into India. Mint's Nasrin Sultana speaks to Garima Kapoor, Economist, Elara Capital if the Moody’s downgrade indicates fiscal risks is overdone.

There is a widespread pessimism about consumption sector in India while many analysts have de-rated stocks in the sector. Analysts said that agri income can hold up in FY20 only if MSP based procurement picks up significantly and if that doesn't, the optimism due to expectations of a strong Rabi crop also might fall. Is it all gloomy outlook for consumption sector? Mint’s Nasrin Sultana speaks to Milind Karmakar, Director and Senior Fund Manager, Dalal & Broacha Portfolio Managers about the future of consumption stocks in India.

Early trends in corporate earnings for July-September quarter indicate that companies have benefited from lower corporate taxes. However, did festive demand drive sales growth in earnings of companies that have announced their quarterly earnings so far? Nasrin Sultana speaks to Mihir Vora, CIO, Max Life Insurance to understand if Q2FY20 results have been better versus expectations so far?

A benign interest rate scenario amid stimulus measures of the government are expected to improve growth recovery and boost stock markets in Samvat 2076, the Hindu calendar year that starts on Diwali. Mint's NasrinSultana speaks to Shiv Sehgal, President & Co-Head, Institutional Equities, Edelweiss Global Investment Advisors on what to watch out for in Samvat 2075?

Midcap and smallcap stocks are reeling under pressure even though benchmark indices have rebound from deep falls in July. Mint’s Nasrin Sultana speaks to Sunil Subramaniam, Managing Director, Sundaram Mutual on his outlook of mid and smallcap stocks?

As markets have become volatile even after the government announced fiscal measures on 20 September, Mint's Nasrin Sultana speaks to Kalpen Parekh, DSP Investment Managers about how to ride the volatility?

The Reserve Bank of India is widely expected to slash interest rates in the monetary policy review on 4 October.  The global environment has weakened since the last MPC meeting in August, with another round of US-China tariff escalation, and increased supply risks to oil following the drone attacks on Saudi facilities. Will rate cuts by RBI save stock markets? How will it impact macros going ahead? Mint's Nasrin Sultana speaks to Saugata Bhattacharya, Chief Economist,  Axis Bank about his expectations of the RBI monetary policy.