Pashupati Advani, Founder, Global Foray, says we will see positive surprises in companies which have a lower tariff than people expect. The second thing that will happen is if there is any kind of misbalancing and arbitrage opportunity in the tariffs, companies that are able to take advantage of that will be winners. Whoever moves … Read more
Seth R Freeman of GlassRatner Advisory, says in general, there is going to be a wait and hold on April 2 as well as what happens over the next three or four months frankly. The general market reflects a sentiment problem as much as a pure earnings and growth situation.Now that the Fed is out … Read more
Peter McGuire, Commodity Expert, says the LME has run up a bit in the past few weeks. Actually, the market hasn’t fully absorbed the Trump threat and there’s still uncertainty about future prices. The core factors will be demand and supply, along with any potential disruptions, which the futures market will influence. McGuire is eager … Read more
The Reserve Bank of India (RBI) on Wednesday announced the lifting of supervisory restrictions previously imposed on Kotak Mahindra Bank, and allowed the bank to resume onboarding of new customers through its online channels and issue new credit cards. Rahul Malani of Mirae Asset Sharekhan explains what it will mean for the stock. How do … Read more
Pranjul Bhandari, Managing Director, Chief India Economist, Asean Economist, HSBC, says “the construction-led activity has given an alternate source of income to rural India. And all of these things come in cycles. I think we are on the upward side of a new financial cycle and things like credit growth, housing prices, construction activity all … Read more