Adrian Mowat, EM-Equity Strategist, says the Fed moving policy rates slowly going back to neutral, arguably gives a weakening dollar. For emerging markets to have a combination of an end of a strong dollar and the Fed beginning to move to a more neutral policy takes away some significant headwinds, perhaps even giving some tailwinds. … Read more
CS Setty, Chairman, SBI, says the bank is adding about 50,000 to 60,000 savings accounts a day. The economy is on a strong footing as is the bank. The bank is much stronger now. The balance sheet is strengthened. And we have invested significantly in the technology and digital space. The next step would be … Read more
Raamdeo Agrawal, Chairman & Co-Founder, Motilal Oswal Group, says the way Buffett runs Berkshire, no company in India runs like that. You will see a lot of these kinds of companies coming in which will say that they are running a broking or some other business but will very actively manage my equity accounts because … Read more
Arnab Das, Global Macro Strategist, Invesco EMEA, says an industrial revolution is taking place within which AI has a very important role, That is going to continue. There is possibly a significant amount of hype, and maybe some over-hyping around it. Nevertheless, it is an important change. It is, eventually going to increase productivity and … Read more
Ashvin Parekh, Managing Partner, Ashvin Parekh Advisory Services, says we will have to get to a point where the regulator, merchant bankers, and the issuers themselves to start with, and thereafter, the media, social media particularly, will have to play a significant place. Otherwise, what was intended to be a good reform because of the … Read more
Dinshaw Irani, CEO, Helios MF, says in the case of India, the real interest rates have been very high all along and that is why we always believe that the private sector, given the paucity of demand and the fact that the real interest rates are so high, will not undertake capex at this point. … Read more
Abhishek Gaoshinde of Sharekhan By BNP Paribas, says it is not a mandatory policy, it is a voluntary policy. As long as it is voluntary, the success or the impact of the EV or any other thing would be dependent on the kind of value that the owner is getting. If an owner is getting … Read more
Harsha Upadhyaya, CIO-Equity, Kotak AMC, says a Fed rate cut in the US may or may not have any impact on Indian markets as some of this is already discounted. Also, India may not necessarily just follow the US Fed. Even in India, it is going to be a shallow rate cycle and there may … Read more
Pranav Haldea, MD, Prime Database Group, says though there have been exits worth Rs 4.27 lakh crore this year versus Rs 2.26 lakh crore during the same period last year, that is not a negative. It is a sign of a maturing capital market ecosystem. Several of these PE and VC investors came in and … Read more
Chakri Lokapriya, Managing Partner, RSB LLP, says the power sector will do well with a combination of both renewable as well as thermal power. Maybe they have paused, but secular growth is still there in NTPC, Power Grid, Sterling & Wilson, and Suzlon. Across the board, there is huge growth. Power is where there was … Read more
