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Nandan Nilekani's return to Infosys should be greeted with optimism by the market and the market should open positively in the forthcoming week
Infosys has been a laggard for some time. If Infosys goes up, market should take a breather and should go up
But that is likely to last just a few days because I think there is still a lot of negative factors
On Monday, the markets will opening after a few days of holidays and markets will be digesting the news of Nandan Nilekani's return
The business model has changed from the time Nandan Nilekani was last at the helm
Donald Trump's comments shake the markets from time to time but whatever he said, nothing has got implemented
Markets have been patient and they have patient for some more time
I expect that in the second half of the September there could be a global rally of banking stocks
Supreme Court landmark judgement upholding the Right to Privacy could be slight setback for some government measures like Aadhar
If Aadhar starts getting into some problems, it could impact other reforms of the government
The market has not quite digested the Supreme Court judgement. I think there would be a significant impact
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