The Hindu Business Line : Market View

From a broader market perspective, the completion of the Assembly elections may not have significant near-term implications for the stock market, except for the removal of a key uncertainty. However, the results of the elections do signal a shift in the balance of power at the Centre, with the Left likely to have a greater say in policy-making, after the strong mandate in the Assembly elections.

In this context, signals on key policy pronouncements from the Government, such as the decision on petroleum product price hikes and the new Pension Bill — which were put on the backburner pending the elections — may be keenly watched for by investors in the weeks ahead.

Franklin Templeton Investments

The trigger for a change in India's performance remains intricately linked to global risk appetite and equity supply. We remain cognisant of the fact that a change in the trend of F&O flows, institutional flows and reversal in sentiment due to an external event can set-off a short-term correction. However, the increase in domestic consumption along with revival in the capex cycle and rise in outsourcing is expected to result in a sustained robust corporate performance. We continue to advocate long-term holding of mutual funds for wealth creation and to beat inflation.

Birla Sun Life Mutual Fund

Favourable socio-economic factors that triggered a retail boom globally (US in 1960s and China in 1990s) have fuelled consumer spending in India. Going ahead, consumerism will lead to a shift from unorganised-unbranded to organised-branded markets and from necessity-based businesses to lifestyle businesses.

UTI Mutual Fund

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