“India would continue to be one of the fastest growing economies globally would mean from an FII perspective it is a market that they cannot ignore for long,” says Nitin Raheja, Executive Director, Julius Baer India. In an interview with ETMarkets, Raheja said: “The resilience of Indian markets to absorb global shocks as well as … Read more
“The foremost headwind is going to emerge from the asset allocation decision of the global money managers. With fixed income offering lucrative yields we anticipate movement of funds from Equities to Fixed Income,” says Niraj Kumar, Chief Investment Officer, Future Generali India Life Insurance Company Ltd. In an interview with ETMarkets, Kumar said: “While we … Read more
“We are constructive on equity markets from a 3-year perspective. This is driven by our positive stance on the following themes which fall across multiple sectors,” says Trideep Bhattacharya, CIO-Equities, MF. In an interview with ETMarkets, Bhattacharya said: “We expect equity markets to remain volatile near-term. Hence, to smoothen out volatility in current equity markets, … Read more
“We believe CY’23 to be a stock picker’s market, and suggest investors use any dips in markets to add quality stocks with reasonable valuations, high earnings visibility, and balance sheet strength,” says Kedar Kadam is Director – Listed Investments at Waterfield Advisors. In an interview with ETMarkets, Kadam who has more than 14 years of … Read more
The Nifty is headed towards 18,100, and if it sustains above that level, the benchmark is expected to hit an all-time high of 18,604, said technical analysts. The Nifty Bank index, too, is likely to break above its all-time high level of 41,840 in the coming days. Analysts say stocks such as , , , … Read more
Job growth eased slightly in September but remained robust, indicating that the economy was maintaining momentum despite higher interest rates. But the strong showing left many investors unhappy because they saw signs that the fight against inflation may become tougher and more prolonged. Employers added 263,000 jobs on a seasonally adjusted basis, the Labor Department … Read more
In a week that was truncated due to a trading holiday on account of Eid, the Indian equity markets traded weak for the most part of the shortened 4-day trading week as it ended in the red for three out of four sessions. Among these, the last trading day on Friday remained particularly weak. The … Read more
Mumbai: As investment bankers and fund managers were preparing to open the champagne bottle after a bumper year for initial public offerings, the Securities & Exchange Board of India (Sebi) chairman fired a warning shot that tempered their celebrations. Ajay Tyagi followed up his December 22 speech on worries about the happenings in the primary … Read more
US headline inflation surging to its highest since 1982, to 6.8%, in November 2021 has been an eye-opener. The post-pandemic world has notably changed. When Covid-19 broke out rapidly throughout the world in the initial phases of the pandemic, countries imposed stringent lockdowns to manage the burden on their healthcare infrastructure. While this led to … Read more
By Mohamed A. El-Erian Federal Reserve Chair Jerome Powell’s speech Friday at the annual Jackson Hole forum was consistent with his very gradual and highly measured approach to policy changes – an approach that financial markets love as it implies a longer period of very loose liquidity that fuels ever higher asset prices. The real … Read more