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Dec 15, 2022 09:23 AM ISTValuation should be the touchstone to pick stocks from export-oriented sectors for the long term; for the risk-averse, companies catering to domestic demand could be good picks
Dec 14, 2022 09:41 AM IST A time-tested market barometer — the gap between earnings and bond yields — suggests that there is still potential upside for markets
Nov 30, 2022 11:24 AM IST India is a fundamentally strong long-term growth story. Therefore, every opportunity should be used to buy on decline and not sell on rally
Nov 14, 2022 10:38 AM IST Despite strong execution capabilities, there are potential challenges that may limit the company’s near-term earnings growth.
Nov 03, 2022 08:20 AM IST The Fed appears to be more comfortable with the risk of overtightening compared to the risk of doing too little to stem inflation
Sep 28, 2022 01:26 PM IST While the Indian market is gyrating, a meaningful correction should be an opportunity for long-term investors
Sep 22, 2022 08:24 AM IST With the US Fed delivering a very hawkish message, markets have tumbled. The Indian markets have been resilient in the recent past, thanks to better macros. But investors need to be selective
Sep 15, 2022 09:22 AM IST As banks strive to penetrate deeper, an analysis of credit data points to granularity of loans, de-risking of business models, and willingness to embrace technology in a big way
Sep 09, 2022 11:58 AM IST Force majeure in European Chemicals industry can lead to significant shortfall in range of chemicals
Aug 29, 2022 09:53 AM IST The responsibility of central bankers to deliver price stability is unconditional.
Jul 28, 2022 10:28 AM IST The Fed continues to be “highly attentive to inflation risks” and determined to take the measures needed to bring down inflation to 2 percent goal
Jul 04, 2022 10:42 AM IST Fed would reiterate its hawkish stance in the coming meetings as well. While a 75-basis-point hike is widely expected in the July meet, another 75-bps hike during the September meet cannot be ruled out
Jun 16, 2022 08:49 AM IST As per FOMC projections, the Federal Funds rate can reach 3.4 percent by the end of this calendar year. This is significantly higher than the March projection of 1.9 percent and implies about 50 bps rate hike each in the remaining four meetings this year
Jun 09, 2022 11:28 AM IST Earnings downgrades in the last two quarters have been a function of margin compression. In the next few quarters, there is a potential risk of earnings downgrades due to demand destruction
Jun 01, 2022 09:55 AM IST The logistics player needs to keep on churning strong growth metrics as the current valuation is expensive, both on relative and absolute basis, and leaves no scope for error, in case growth starts to falter or even taper
May 26, 2022 09:50 AM IST The macro as well as the technical picture suggest that a breakdown in copper prices is likely in the coming months, which implies a worsening of financial conditions globally
May 19, 2022 09:11 AM IST In our view, both the Fed and the RBI are making a policy error as tightening is only going to make things worse as the effect of the ongoing liquidity squeeze will only be felt with a lag of 6-9 months
May 17, 2022 09:42 AM IST Long-term investors should have a staggered approach to invest in this market
May 05, 2022 08:45 AM IST The Fed’s balance sheet is likely to reduce by about $1 trillion in a year
Apr 29, 2022 11:06 AM IST The stock of Ambuja has surged 20 percent in the last one month in anticipation of the stake sale
Apr 27, 2022 08:56 AM IST Investors should be prepared for extreme volatility, if the central banks are unable to engineer a so-called "soft landing" for the global economy
Apr 20, 2022 09:54 AM IST In the absence of any major cement price hikes, persistent raw material inflation and supply-chain constraints will drag the company's margins over the next 2-3 quarters
Apr 19, 2022 09:28 AM IST Underlying weakness in Chinese data, irrespective of COVID/lockdown is a key watch
Apr 07, 2022 09:05 AM IST A significant risk is that elevated inflation expectations could become entrenched if the public starts to question the committee’s resolve to achieve the 2 percent long-run target for inflation.
Apr 06, 2022 10:37 AM IST Rather than equities, investors should look to increase their allocations towards safe haven physical assets such as gold and silver, which have historically outperformed equities during periods of uncertainties as well as elevated inflation.
