Author: India

V Srivatsa, Executive Vice President & Fund Manager at UTI AMC “Given the fact that global growth is slowing down and supply is being ramped up, we see signs of inflation easing in the second half of the year. This is already visible in base metals which have seen a decline in the last month,” […]

Rahul Bhuskute is the Chief Investment Officer at Bharti AXA Life Insurance High inflation may persevere for another two quarters and the move towards sub-6 percent retail inflation will be very gradual as favourable base effects and the probable easing of non-crude commodity prices and softening of vegetable prices could begin to take effect, Rahul […]

Divam Sharma is the Founder of Green Portfolio The Federal Reserve  has sharpened its focus on taming the inflation and since the inflation prints have gotten out of control in the US, the American central bank is ostensibly hawkish. All eyes are now on the interest rate decision and commentary by the Federal Reserve tonight, […]

US inflation hit a 40-year high of 8.6 percent in May, which made global markets cautious on expectations the Federal Reserve would go for a more than 50 basis point hike in the funds rate. There was a sharp correction in the previous two trading sessions as the 10-year US bond yield jumped to 3.37 […]

Foreign investors have been net sellers of Indian equities for more than eight months. Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services Raamdeo Agrawal, the co-founder, and chairman of Motilal Oswal Financial Services believes that if the current macroeconomic conditions persist then there is a likelihood that the current pace of selling by foreign investors […]

Sampath Reddy Sampath Reddy, Chief Investment Officer, Bajaj Allianz Life, believes the worst of selling by foreign institutional investors (FIIs), which has roiled sentiment, could be behind us. There could be some turbulence in the near term but as India’s growth story remains intact, FIIs would continue to find the country an attractive investment destination, […]

Dalal Street News, Stock Market News, Bear Market Dalal Street witnessed an awful start to the new week this Monday morning as the market corrected over 2 percent tracking global peers in the wake of red hot US inflation print released on Friday sparking fears of more aggressive interest rate hikes by the Federal Reserve and […]

It looks only inflation, but further continuation of supply-side constraints will certainly create a much higher possibility of a stagflation for the Indian economy, warns Amit Jain, Chief Strategist for Global Asset Class at Ashika Group. Most of IT stocks are down from -20 percent to -50 percent since their 52-week high. He believes it is […]

Hemant Kanawala of Kotak Mahindra Life “If inflation is more supply driven than demand driven, it is feared that world will enter a stagflationary scenario, where growth will be low and inflation will be high,” Hemant Kanawala, Senior EVP & Head-Equity at Kotak Mahindra Life Insurance Company, told Moneycontrol in an interview. Citing inflation worries, […]

Foreign investors have been net sellers of Indian equities for more than eight months. Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services Raamdeo Agrawal, the co-founder, and chairman of Motilal Oswal Financial Services believes that if the current macroeconomic conditions persist then there is a likelihood that the current pace of selling by foreign investors […]

Srinivas Rao Ravuri of PGIM India MF “We are cautious on the markets in the short term but positive in the medium to long term. We aren’t expecting a big upmove in the second half of 2022,” Srinivas Rao Ravuri, chief investment officer at PGIM India Mutual Fund, said in an interview to Moneycontrol. He […]

Ram Kalyan Medury of Jama Wealth There’s no stagflation for the Indian economy on the cards, believes Ram Kalyan Medury, Founder and CEO of Jama Wealth, in view of the momentum of economic activities in the country. In view of the earnings results for the fourth quarter and financial year 2021-22, he rules out the thought […]

“The peak cycle for commodities and metals got extended this time due to the Ukraine situation. However, with more supply coming on stream and global trade opening up, the metal prices have corrected sharply and we expect them to continue to trend downwards,” Abhay Agarwal, Founder and Fund Manager at Piper Serica, said in an […]

Anil Ghelani, head – Passive Investments & Products at DSP Investment Managers (File Image) After being an underperformer for over three years, the segment seems to be on a swing. Banking and financial services are likely to throw up good opportunities along with auto, healthcare and some construction materials, according to Anil Ghelani, SVP and Head of Passive […]

Vikas Gupta of OmniScience Capital “Most of the known negatives, meaning, US Fed and Reserve Bank of India (RBI) rate hikes and liquidity reductions, global supply chain constraints, high commodity prices, Russia-Ukraine war, general inflation, etc. are priced in,” said Vikas V Gupta, chief executive and chief investment strategist at OmniScience Capital, in an interview to […]

(Illustration by Suneesh K.) The prices of publicly-traded financial assets like equity shares and bonds etc., are materially influenced by the sentiments of fear and greed amongst the market participants, at least in the near term. The sentiment of greed drives the participants to bid higher prices for a security, even though the economic fundamentals […]

Shares of lenders and insurers will shine in Q1FY23, as slippages moderate and asset quality improves further. That’s the view coming from Gautam Duggad, Motilal Oswal’s Head of Research at the Institutional Equities desk. Speaking to Moneycontrol, Gautam Duggad said that the twin headwinds of sticky inflation and modest demand could hurt earnings growth of […]