[ad_1] UBS Global Wealth Management’s Head of Asia Pacific Equity, Hartmut Issel, said India is well placed amid the current global tariff uncertainty. Unlike some other Asian countries, India is unlikely to face retaliation and may even benefit from the situation as global supply chains adjust, he said. “We think there is not apparently, a […]
Kenneth Andrade sees equity returns settling near 12% as valuations reset – CNBC TV18
[ad_1] After recent corrections, Indian equities offer a reasonable entry point, but investors should temper their return expectations. Kenneth Andrade, CIO of Old Bridge Asset Management Company, said returns over the next few years may average around 12%. “If you look at equities on a one-year basis, you’re at low single-digit returns. On a two-year […]
Global trust shaken, Fed faces tough choices: Julius Baer’s Mark Matthews – CNBC TV18
[ad_1] The US Federal Reserve is caught in a tough spot as the economy faces both rising inflation and slowing growth, driven by the ripple effects of an escalating trade war. According to Mark Matthews, Managing Director at Bank Julius Baer & Co., tariffs are likely to push prices higher while dragging demand lower, limiting […]
US tariffs less worrisome for India; financial market risks loom larger, says Axis’ Neelkanth Mishra – CNBC TV18
[ad_1] The impact of US tariffs on Indian exports may not be a major concern, as the bigger risk lies in financial markets rather than trade, according to Neelkanth Mishra, Chief Economist at Axis Bank and Head of Global Research at Axis Capital. Mishra explained that any changes in US trade policies, particularly under a […]
PNGRB’s regulatory changes aim to boost gas consumption, says Member Gajendra Singh – CNBC TV18
[ad_1] The changes in the existing natural gas tariff regulations are aimed at boosting gas usage across the country, says Gajendra Singh, Member of the Petroleum and Natural Gas Regulatory Board (PNGRB. PNGRB has proposed key amendments to the natural gas tariff regulations and has released a draft document outlining these changes. The main objective is […]
US recession fears are ‘incredibly absurd’, says Milken Institute economist – CNBC TV18
[ad_1] William Lee, Chief Economist and Executive Director of The Milken Institute said that the slowdown in US consumer spending is a positive development, as the economy was previously growing at an unsustainable rate above 2%. “There is without a slowdown in the US economy because it was growing at a very unsustainable pace, well […]
Fed may hold rates, hint at deeper 2025 cuts: Citi – CNBC TV18
[ad_1] The US Federal Reserve is expected to keep interest rates unchanged at its upcoming policy meeting, but it may signal deeper rate cuts for 2025 through its dot plot projections, according to Johanna Chua, Managing Director, Head of Emerging Market Economics & Chief Asia Economist at Citi. Chua said the Fed is likely to […]
Samir Arora: Reciprocal tariffs won’t hit most Indian industries, market near bottom – CNBC TV18
[ad_1] Samir Arora, Founder and Fund Manager of Helios Capital believes reciprocal tariffs by the US will not significantly impact most Indian industries. Arora highlighted the positive influence of US President Donald Trump on India, suggesting that lower tariffs could, in fact, be beneficial for some sectors. He pointed out that Tesla’s potential entry into […]
Not out of woods yet as far as tariff actions are concerned, says S&P Global Ratings – CNBC TV18
[ad_1] The global economy remains uncertain as tariff actions continue to influence currency markets. Louis Kuijs, Chief Economist for Asia-Pacific at S&P Global Ratings, highlighted that whenever tariffs are expected, the US dollar strengthens, putting pressure on other currencies. While temporary relief may occur when tariff concerns subside, the risk of further trade actions remains. […]
Samir Arora says India may still outperform if global markets decline on Trump tariffs – CNBC TV18
[ad_1] Samir Arora, Founder & Fund Manager at Helios Capital, believes India could still outperform even if global equity markets decline due to the ongoing tariffs wars, as the country is not directly affected. While the ongoing tariff situation is a concern, Arora does not expect it to last for more than six to nine […]