By Radhika Gupta Equity markets are a confusing place. The market, which fell to its decade low three month ago, is now seeing an upward move of 40-45% from the lows. Will the Bull sustain, or will the Bears take over as we see a sharp disconnect between economy and markets is constantly on investors’ … Read more
By Gregor Stuart Hunter and Abhishek Vishnoi Divining the US election result is hard enough, never mind the impact of the vote on markets. Even so, one emerging view is that a Joe Biden win would damp risks in Asia if it curbs some of the tension with China. Disputes in areas such as technology, … Read more
75% of the companies are contemplating seriously having a China Plus One production strategy. If this really goes through as also the targeted efforts that the government is making will lead to some degree of success in terms of make in India, says the MD, Co-head India Equity Research & Equity Strategist, BofA Securities. How … Read more
Opportunities keep coming, we have to be ready to embrace them when it comes and encash them and build on them. You have to be early in the game and you have to be ahead of the crowd, says chairman, MOFSL. How should investors look at banks? First bad news will come and then good … Read more
New Delhi: old ETFs witnessed an inflow of Rs 921 crore in July, a surge of 86 per cent from the preceding month, as new investors rushed to add the precious metal in their portfolios in view of higher prices. With this, net inflow in a gold exchange traded fund or ETF category has reached … Read more
New Delhi: Foreign portfolio investors (FPIs) remained net investors in Indian markets in the first half of August, pumping in Rs 28,203 crore in debt and equities on net basis in the period, according to the depositories data. Also, FPIs turned net investors in the debt segment in August after a gap of five months. … Read more
People want to hold on to their gold positions as they see how the inflation story plays out, says the Emerging Markets Commentator. There are two very different cues. On the positive side, jobless claims have fallen below a million in the US and on the negative side, IEA has cut global oil demand for … Read more
By Andy Mukherjee Even if it proves to be a blip, this week’s volatility in gold may have its uses. For one thing, Tuesday’s steepest single-day price decline in seven years should make bankers in India wary of storing up future trouble by writing risky subprime loans against the country’s most-loved commodity. Gold has a … Read more
By Vildana Hajric and Lu Wang In trying to explain the most baffling fact of 2020’s topsy-turvy markets, how tech valuations have swollen to bubble-era extremes even as a pandemic rages, people cite two things. Federal Reserve largesse, and hopes the coronavirus will be quickly contained. But another, slightly scarier theory exists as to how … Read more
The PE continues to look expensive. But FY21 being washed up, people will be looking at FY22 and that is where the comfort will come from, says the Co-CEO, Avendus Capital. They say do not ask fund managers what they feel, ask them what they are doing and that tells their right position. How is … Read more