Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman

Weak dollar trend may favor emerging markets amid US deficit concerns: Seth R Freeman

“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

Fixed income favored amid global uncertainty: Freeman picks safety over risk for 2025

Fixed income favored amid global uncertainty: Freeman picks safety over risk for 2025

“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

Weaker dollar and emerging market flows support a bullish case for India: Matt Orton

Weaker dollar and emerging market flows support a bullish case for India: Matt Orton

“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

Global bond market volatility fueling shift towards Asia-Pacific equities: Manishi Raychaudhuri

Global bond market volatility fueling shift towards Asia-Pacific equities: Manishi Raychaudhuri

“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

Digant Haria sees continued volatility amid debt concerns in US and Japan

Digant Haria sees continued volatility amid debt concerns in US and Japan

“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

FII flows turn positive; long-term capital returning to India: Sachin Shah

FII flows turn positive; long-term capital returning to India: Sachin Shah

“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

Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

“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

Forex reserves jump to 2-month high with a $5-b weekly rise

Forex reserves jump to 2-month high with a -b weekly rise

India’s foreign exchange reserves jumped to a two-month high to reach $640.5 billion as of February 21, with nearly $5 billion added in a week to the stockpile that had shrunk in lockstep with the retreat in Mumbai’s broadest equity gauges after having scaled their respective peaks end-September. Reserve Bank of India (RBI) data published … Read more

US dollar correction could boost emerging markets: Sandip Sabharwal

US dollar correction could boost emerging markets: Sandip Sabharwal

“We think that the FIIs selling is happening in India only. Actually, if you see figures across the board, you will see that it is happening across emerging markets,” says Sandip Sabharwal, asksandipsabharwal.com.There was a fear, there was anxiety, there was curiosity in the market yesterday that what essentially will come out from Prime Minister … Read more

Fed’s hawkish tilt has emerging markets scurrying to save currencies

Fed’s hawkish tilt has emerging markets scurrying to save currencies

Central banks from Brazil to Indonesia scrambled to defend their struggling currencies on Thursday, hours after the Federal Reserve jolted markets by indicating it may not cut rates by much next year. The Fed’s tacit acknowledgement of the inflationary risks likely to come from incoming president Donald Trump’s immigration and trade policies unnerved investors. U.S. … Read more