'The markets could shrug off demonetisation as a one-off extraordinary period.'

'Markets are likely to remain choppy for the next 6 months.'

'...and defensive until the global macro headwinds turn more benign.'

'Demonetisation will push India onto a higher growth path after a temporary dip.'

'Investors hate uncertainty and the demonetisation move certainly creates that.'

Demonetisation will wipe out the likely benefits of a good monsoon this year, says Christopher Wood of CLSA.

'Going ahead, I think the world trade will slow down or decline, and this will be bad for everybody.'

Any correction in Indian equities is an opportunity for investors to put in money for the long term

Analysts expect earnings to become increasingly relevant given that the stocks have rallied on positive sentiment and the gush of liquidity. Macro factors, they suggest, have already led to a large re-rating in most counters

Analysts expect structural risks such as risk to voice revenues, steep correction in data realisations, capex spend and rise in churn and subsequent increase in costs to continue in the medium term

As global markets near all-time highs driven by liquidity, Marc Faber suggests most asset prices worldwide are inflated.

FY16 saw the highest number of new product launches in a year from Maruti

For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.

"While the risk of a correction goes up in the near term, on a long-term basis the Indian market is on an absolutely strong footing."

WGC expects demand to revive in H2 on surplus monsoon rains

The policy will be presented in the backdrop of rising inflation.

Stocks and sectors impacted most by GST.

Macro and micro environment are becoming more challenging.

TCS kicked-off the Q1FY17 earnings season for information technology companies on Thursday.

Analysts expect the central bank to remain watchful of inflation.