Value Plus

Arihant’s Value Plus – January 2018

Arihant’s Value Plus January 2018 is now available.

Going forward: With the formation of stable government in 19 states and a blockbuster year 2017 behind us, we believe that the positive trend in Indian stocks is likely to continue in 2018, albeit with series of profit taking. As the polices unveiled by the government will take time to shape the real economy, we expect economic activity in India is likely to pick up after five straight quarters of slowdown as the adverse impact of the Goods and Services Tax and demonetisation fades. Corporate earnings are likely to increase further in second half, both on account of speedy approvals and an improving economy.

2018 will be a crucial year in India’s path to economic development and good governance. We expect the government to implement several reforms in fiscal and investment area, setting the stage for next leg of inclusive and sustainable economic growth for the forthcoming years.

All eyes will now be glued on the reforms to be unveiled in Union budget in February and Reserve Bank of India (RBI’s) action on interest rates. The biggest risks in 2018 could emerge from a reversal in crude oil prices and with higher interest rates in the US, which could lead to fund outflows from emerging markets. Such global risk aversion-driven corrections can be seen as good accumulation opportunities.

In this issue:

  • Movers & Shakers
  • Market Outlook
  • Nifty Technical Outlook
  • Financial Themes in 2018
  • Stock Picks for 2018
  • Commodity Outlook
  • Currency Outlook
  • Mutual Fund

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