Fed stays cautious, but tariff impact could spike inflation: Peter Cardillo

Fed stays cautious, but tariff impact could spike inflation: Peter Cardillo

“But can we hit a brick wall now, especially since earnings don’t appear to be a problem? The answer is yes, we can. In fact, we saw a late sell-off last night, largely due to the market refocusing on trade tensions and their future implications,” says Peter Cardillo, Spartan Capital Securities. Now, of course, the … Read more

Markets in Flux: Devina Mehra advocates measured rebalancing over panic moves

Markets in Flux: Devina Mehra advocates measured rebalancing over panic moves

“Regarding tariffs, there have been some agreements, like Japan announcing investments into the US, though eventually they clarify these are company-level decisions. So it’s like kicking the can down the road. But markets seem to have accepted it as business as usual,” says Devina Mehra, Founder & CMD, First Global. It’s indeed an interesting time … Read more

Valuations may be high, but India’s long-term story remains unshaken: Swarup Mohanty

Valuations may be high, but India’s long-term story remains unshaken:  Swarup Mohanty

“While there is an impact of tariffs, we can be on our own in our own capacity and then that is something which we need to realise that our cars can be consumed by our own people,” says Swarup Mohanty, VC & CEO, Mirae Asset Investment Managers. So, much work goes on behind what you … Read more

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

Ahead of Market: 10 things that will decide stock market action on Monday

Ahead of Market: 10 things that will decide stock market action on Monday

The Indian market extended losses for a second consecutive week on Friday, dragged down by concerns over a delayed U.S. trade deal and disappointing quarterly results from Tata Consultancy Services. The Nifty 50 declined 1.22% to close at 25,149.85, while the BSE Sensex slipped 1.12% to 82,500.47 for the week. On the day, the Nifty … Read more

Fed may stay dovish amid manageable tariff impact: Stephen Innes

Fed may stay dovish amid manageable tariff impact: Stephen Innes

“Of course, we’re still trying to assess how that will pass through into two key areas for equities: inflation and the Federal Reserve’s policy response. A lower tariff might resemble a VAT-style tax structure, which wouldn’t lead to a sustained inflation spike, but rather a one-off inflationary impact,” says Stephen Innes, SPI Asset Management. It … Read more

US economy set to slow, but recession unlikely: Richard Yetsenga

US economy set to slow, but recession unlikely: Richard Yetsenga

“I think you know that part of the picture to me is pretty clear and as we head into the second half of the year, we will see the US economy slow a bit more. No recession, but a slowdown,” says Richard Yetsenga, ANZ Group. It is quite interesting that if I look at the … Read more

US Stocks end flat as investors await US-China trade talks

US Stocks end flat as investors await US-China trade talks

U.S. stocks ended the week on a quiet note on Friday after oscillating between slight gains and declines, as investors gauged President Donald Trump’s comments on Chinese tariffs ahead of weekend trade talks between the two countries. Wall Street‘s main indexes finished slightly lower for the week. Trump said Beijing should open its market to … Read more

‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

‘We expect a 10–11% growth in the Nifty over the next year. If you choose the right mutual funds, fund managers could potentially generate 3–4% alpha above that, so a 13–14% return is quite realistic,’ says Chirag Muni, Executive Director, Anand Rathi Wealth Ltd. Excerpts: Q: How are global macro trends like US tariffs and … Read more