Millions of investors across the globe will have their eyes glued to their screens tonight when the Federal Open Market Committee meeting gets underway. At stake is the answer to the trillion-dollar question of whether the Federal Reserve — in its wisdom —will decide to keep the interest rates higher for longer, or will it, … Read more
A higher-for-longer interest rate environment is burnishing the credentials of cheap Chinese stocks and driving value investment strategies in Asia. Corporate reforms in Japan and South Korea will support a value thesis, according to JPMorgan Asset Management and AllianzGI. Meanwhile, M&G Investment Management is attracted by near record-low valuations for Chinese stocks. Other haven plays … Read more
“Bombay stock exchange has made a difference to Indian investors in India and to some extent globally,” says Hemendra M Kothari, Chairman, DSP Asset ManagersMeanwhile, Sundararaman Ramamurthy, MD & CEO, BSE says, ” There are a lot of participants in the market who have been there for a very-very long time. You just go and … Read more
Indian market is expected to trade higher on Thursday tracking positive global cues. The Nifty future closed negative with losses of 0.65% at 22211 levels on Tuesday. India VIX was up by 1.20% from 12.47 to 12.62 levels. On the weekly options front, the maximum Call OI is placed at 22,500 and then towards 22,700 … Read more
MUMBAI – In line with the directions by the Securities and Exchange Board of India (Sebi), stock exchanges will introduce the same-day or T+0 trade settlement for a limited set of securities from March 28. The beta version of T+0 settlement will be introduced for a limited set of 25 scrips and with a limited … Read more
Block trades in India are close to capping their best quarter in 14 years as the country’s booming stock market encourages shareholders to monetize stakes. Shareholders have raised $7.1 billion selling their holdings in India so far this year, with the quarter on track to have raised the most from block trades since the January … Read more
Indian equities are poised to lure more foreign inflows after the general elections, with the economy’s promising growth prospects and the Federal Reserve’s rate cuts acting as catalysts. That’s the view from Rajiv Batra of JPMorgan Chase & Co., who says global funds’ positioning in India’s $4.3 trillion stock market remains light and investors will … Read more
Veteran banker Uday Kotak said on Wednesday that Indian stock markets are nowhere near bubble territory. He made this remark in the presence of Sebi chief Madhabi Puri Buch, who earlier this week raised concerns of potential “froth” or “bubbles” in pockets of the market. “There may be a little froth, it could be a … Read more
The stellar rally in Indian equities that’s made them an investor favorite has run into headwinds that go beyond elevated valuations. Earnings misses, the attractiveness of rival markets amid expectations of a dovish policy shift by the Federal Reserve and a nascent recovery in Chinese equities are casting doubts over India extending a rally that … Read more
Overseas investors are pouring more money into India’s sovereign bonds than stocks, drawn by their relatively lower valuations and upcoming inclusion into global debt indexes. Global funds have plowed a net $4.1 billion into the nation’s debt since Jan. 1, with government securities luring the bulk of the flows ahead of their addition to JPMorgan … Read more
