As the world grapples with ongoing geopolitical tensions and heightened risks of economic downturns, the performance of equity markets in 2025 remains a pressing concern for investors. Nikhil Gangil, smallcase Manager and Founder of Intrinsic Value, in an interview with Business Today, shed light on key factors such as monetary policy adjustments, inflationary pressures, global … Read more
Neelkanth Mishra, Chief Economist, Axis Bank & Head of Global Research and Whole Time Director, Axis Capital, says the worst of the growth should be behind us in the sense that the Indian economy may be going through a cyclical bottom. The 7% odd growth is what the economy can deliver. The labour input, capital … Read more
The yen languished near a three-month trough on Tuesday as the loss of a parliamentary majority for Japan’s ruling coalition in weekend elections raised uncertainty about the nation’s political and monetary outlook. Elsewhere, the dollar eased a touch, though remained not too far from its recent high ahead of major U.S. data releases later in … Read more
“What the market is doing now is waiting for those details. Are we going to get some significant fiscal action in other words because the issue of the Chinese economy here is weak consumer spending, weak consumer confidence, and of course a very soft property market,” says Geoff Dennis, Independent EM CommentatorOne of the big … Read more
U.S. central bankers lopped half of a percentage point from their interest rate target in September. Federal Reserve Chair Jerome Powell said the bigger-than-expected reduction was a sign of confidence that inflation is headed back to the 2% target and should not be seen as any indication of the pace of cuts going forward. Here … Read more
When there are whispers and murmurs in some corridors about the need for re-evaluating the inflation targeting framework component, or tinkering with the yardstick of price pressures measurement, the message from the central bank governor was unequivocal: Don’t tamper. Apart from conveying his determination to bring inflation down to 4% as mandated by law, governor … Read more
The so-called Yen carry trade has been in focus in the past few trading sessions in the wake of the selloff in shares of US technology giants. A look at what is Yen carry trade and what it means for the financial markets worldwide: What is a Carry Trade? A carry trade is a hugely … Read more
Mumbai: Apart from high food inflation, incomplete transmission of the 250 basis point policy rate hikes since May 2022 could delay reversal of the rate cycle by the Reserve Bank of India (RBI). Transmission through loan and deposit rates ranged between 111 and 245 bps until May 2024, an analysis of the latest RBI data … Read more
The Bank of Japan kept ultra-low interest rates on Friday but decided to start trimming its huge bond purchases in a slow but steady retreat from its massive monetary stimulus. While it will continue to buy government bonds at the current pace of roughly 6 trillion yen ($38 billion) per month, the central bank decided … Read more
Gold prices on the MCX hovered at Rs 72,363 per 10 grams on Thursday, hitting an intraday low of Rs 72,281. In the international market, prices maintained a similar trend, hovering around $2,353.18 per ounce. This indicates a certain level of stability in the gold market. Meanwhile, silver hovered at Rs 84,598 per kg and … Read more