Showing of 1-25 result
05-Jul-2019 | U R Bhat
The focus in infrastructure is a positive step and that's what the markets, too, were expecting. However, infrastructure financing is a long duration game
11-Dec-2018 | U R Bhat
The BJP has not done well, especially in the large states. As far as the markets are concerned, the state election results do not matter much
15-May-2018 | U R Bhat
A BJP victory in Karnataka opens the door for early general election; markets not factoring that in yet
01-Feb-2018 | U R Bhat
Given the tone of Budget 2018, U R Bhatt doesn't think the government is in a mood to prepone the general elections
01-Feb-2017 | U R Bhat
Expert take on Budget 2017
31-Dec-2015 | U R Bhat
After a robust 31.4 per cent return in 2014, this was a disappointing year, with the Nifty recording a near-five per cent fall. The near-euphoria that fed on itself on the back of a new right-wing majority government in India in 2014 has run its ...
21-Sep-2015 | U R Bhat
China is an important engine of global growth, contributing over a quarter of global growth since the global meltdown of 2008
09-Mar-2014 | U R Bhat
The Indian equity market has hit an all-time high on the back of the ongoing "hope" rally. The avowed reasons for this rally are positives such as improvement in current account and fiscal deficits, the possibility of softening inflation - though ...
06-Oct-2013 | U R Bhat
After a particularly volatile September, when the Nifty traversed as much as 774 points between trough and peak, investors are justifiably anxious about the possible course of the market over the next few months. It is useful to recall that the ...
26-Aug-2013 | U R Bhat
Addressing issues like ensuring adequate flow of raw materials to industry and pushing through approvals on stalled projects would revive investor confidence and minimise the negative impact
03-Mar-2013 | U R Bhat
The 2013 Budget was presented against the backdrop of acute pessimism on account of mounting fiscal and current account deficits, high inflation and interest rates, falling domestic savings, lull in new projects, a raft of stalled infrastructure and ...
09-Jul-2012 | U R Bhat
It is useful to assess the possible course of the Indian equity market, based on its four key drivers — liquidity, interest rates, earnings and valuations.