As the United States nears a government shutdown, investors are evaluating its potential impact on the US and global markets. The shutdown, expected within hours, could affect data releases and market sentiment, particularly for emerging markets and commodities like gold. Geoff Dennis, Independent EM Commentator told ET Now, “It depends on how long the shutdown … Read more
Sandeep Tandon, CIO, Quant Mutual Fund, expresses strong confidence in India’s decoupling process, highlighting Asia-centric emerging markets‘ advantageous position over developed economies, evidenced by currency movements. He identifies the pharmaceutical sector as a prime beneficiary in the current economic climate. Tandon advocates for investing in pharma funds, deeming it a highly promising and straightforward investment … Read more
“On the other hand, emerging markets are seeing deflationary trends. The US has gained full access to manufacturing markets like Indonesia and Vietnam, which are now being flooded with cost-effective US goods. That, combined with stronger currencies, means lower prices in these markets,” says Abhishek Banerjee, CEO, LotusDew Wealth.For the first time, we are seeing … Read more
“We are just going to have to see how that plays out. It is still a little early to see what the total reaction is to that, but I do not see any drivers for the dollar to have some significant rise and it does look like emerging markets may be a modest beneficiary of … Read more
“Investors look at growth rates and stocks are supposed to be indicators of expectations for the future and a weakening dollar and continued growth in emerging markets is very positive for emerging markets,” says Seth R Freeman, GlassRatner Advisory.What is happening in the world, one side there is this interplay between weakness in dollar index … Read more
“What companies are doing now is we have kind of gone through all of the inventories they had already stocked up, but companies are taking advantage of this pause to manage and restock some inventories in advance of some of these tariffs or what might be negotiation up and down with respect to where the … Read more
“Investors are beginning to kind of understand that. Second, and possibly more importantly, we are also seeing earnings estimates continue to come down, during this just concluded result season, we are in the last few days of it,” says Manishi Raychaudhuri, Veteran Investor In Asian Equities. First up, I want to get a broad sense … Read more
“The setup overall is decent, something where we do not make lifetime highs, but we do not fall either and that sector rotation should happen,” says Digant Haria, GreenEdge Wealth.Give us a sense of what you are expecting the market to be like today, which sectors are expected to tip once again back into the … Read more
“Clearly, US corporates are looking at global alternate, supply chains are getting created, and multiple countries whether it is India, Indonesia, Vietnam, South America whichever company or whichever corporates will have their own strengths, they will get their share of business, so that is a mega trend that we are going to witness over the … Read more
“The management commentary across the board is by and large still somewhat weakish to at best neutral in most cases. So, we still are not really in a good news environment. The good news would be when I guess earnings really start delivering and you start seeing good earnings growth coming through,” says Pratik Gupta, … Read more