[ad_1] The US Federal Reserve might have been better off implementing 25 basis point increases in July and September rather than starting with a 50 basis point cut, suggests Gargi Pal Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock. Sharing her insights on the Federal Reserve’s current policies and their implications for financial markets […]
Smallcap and midcap stocks set for strong growth, says this $4 billion CIO – CNBC TV18
[ad_1] Yogesh Patil, Chief Investment Officer of LIC Mutual Fund, who manages $3.79 billion in funds, believes the small and midcap segments are poised for robust growth, driven by increasing capital expenditures (capex) across key industries. Patil foresees stronger earnings growth in small and midcap stocks compared to their large-cap counterparts. While he believes Nifty […]
Four reasons why India could see $100 billion in foreign fund inflows soon – CNBC TV18
[ad_1] India needs an additional $100 billion in foreign fund inflows to move from an ‘underweight’ to a ‘neutral weight’ position in institutional portfolios, according to James Sullivan, Head of APAC Research at JPMorgan. So far, the rally in the Indian market has been driven primarily by domestic investors, with foreign participation lagging. Also Read […]
Motilal Oswal predicts 10-12% earnings growth for Nifty companies in FY25 – CNBC TV18
[ad_1] Motilal Oswal Financial Services, projects a promising trajectory for Nifty companies, forecasting an earnings growth of 10-12% for FY25. Despite a muted start to the year, Gautam Duggad, Head of Research, Institutional Equities at Motilal Oswal, remains optimistic, citing this growth as moderate yet reasonable given the strong base of 30% earnings growth from the […]
Market is going to see action in the fundraising cycle, but all won’t be high quality, says Bernstein – CNBC TV18
[ad_1] Even as our broader philosophy is to stay invested, one should alter portfolios in such a way that one doesn’t end up taking risks on low-quality companies, says Venugopal Garre, Head of Research, Bernstein India. Although Garre believes that the market is going to see action in the fundraising cycle, he also cautions that […]
Axis MF says India’s economy, indices and earnings may be hit by US recession due to high export dependence – CNBC TV18
[ad_1] The growth of a part of the Indian economy, indices and its earnings depends on the US because most of the country’s exports are currently to the US. Therefore, that part definitely will have some impact if there is a recession or sharp slowdown in the US markets, says Shreyash Devalkar, Head-Equity at Axis […]
Mahesh Patil explains drivers of a potential market ‘melt-up’ phase – CNBC TV18
[ad_1] “From a technical perspective, I would say the market is kind of getting into the phase where, kind of a “melt-up” phase, where it’s more driven by liquidity and sentiment, which can take it probably still higher from here,” says Mahesh Patil, Chief Investment Officer (CIO) of Aditya Birla Sun Life AMC, which manages […]