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US 10-year yield curve has some signals on future Nifty movement
The US 10-year treasury yield chart, when plotted against the Nifty50 index, threw up some interesting signals this week. It shows an inverse correlation between the US10YR yields and the Nifty50. Some other interesting aspects of it require our attention.

Buy the election, sell the inauguration?
The Bank of America-Merrill Lynch (BofA-ML) survey of global fund managers for January 2017 says the long US dollar is the most crowded trade and that, after the inauguration of Donald Trump as US President on 20 January, some of the contrarian trades would be to go long emerging markets, the UK, the euro, commodities and shorting the US dollar.

Don't see conditions for a big market rally in short term
Prevailing conditions aren’t conducive for a big rally in the markets in the short term, Saurabh Mukherjea told CNBC-TV18. The brokerage house had in November scrapped its FY17 Sensex target of 29,500 in view of the government’s demonetisation drive. Ambit Capital’s FY18 Sensex target stands at 29,000.

Real estate could turn out to be the dark horse
In a chat with ET Now, Andrew Holland, CEO, Avendus Cap Alt Strategies, says there is no compelling reason to chase the market at these kind of valuations. The earnings forecasts are a bit high for the coming year.

2017 will be more volatile, Fed to hike rates 2-3 times in 2017: Abby Joseph Cohen
In an exclusive interview with Tanvir Gill of ET Now, Abby Joseph Cohen,, President, Goldman Sachs, says if investors have confidence that economic growth will continue not just in 2017 but also in 2018, share prices can continue to move higher once investors began to price in that 2018 outlook.

Rural economy, quasi financials emerge as investment themes for 2017
In a chat with ET Now, Navnet Munot, CIO, SBI Mutual Fund, Nilesh Shah, MD, Kotak AMC, Sunil Singhania, CIO – Equity Investments, Reliance MF and Dharmesh Mehta,, Axis Capital discuss the state of the market and identify themes for investors.

BoFA-ML estimates Sensex target for 2017 at 29,000
Pegging the Sensex target at 29,000 for December-end 2017, global financial services major Bank of America Merrill Lynch (BofA-ML) said Indian equity markets should deliver positive returns in the year despite uncertainties created by demonetisation and goods and services (GST).

Charts show Nifty Service index is on an upward momentum
Nifty Service Sector Index is showing an upward momentum on the daily and weekly charts compared with the Nifty index. The Index is likely to show relative outperformance against the Nifty50.

Beware of 10% market correction
A steady rise in the domestic stock market for two consecutive sessions might give you a false sense of confidence that Dalal Street may be past the rough patch. Some technical analysts have even jumped the gun to call a market bottom and assert that the move from here on will be upward. But beware!

Pre-Budget Rally defies history, odds
Historically, the market is known to be cautious ahead of the Union Budget. The average one-month Sensex return one month before the Budget has been a negative four per cent since 2006. Moreover, Sensex return a month ahead of the Budget has been negative in all the past 12 instances. Defying odds, the market has been upbeat in the run-up to the Budget this time around.

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