Sunday, August 21, 2022

China#39;s hyped decoupling from emerging markets may prove a blip

China#39;s hyped decoupling from emerging markets may prove a blip The divergence between China and other emerging markets will also start to close as the slowdown in the world̢۪s second-biggest economy spreads out to its closest trading partners, such as Korea and Malaysia

from Moneycontrol Market Outlook https://ift.tt/doxaJtk

China#39;s hyped decoupling from emerging markets may prove a blip

China#39;s hyped decoupling from emerging markets may prove a blip The divergence between China and other emerging markets will also start to close as the slowdown in the world̢۪s second-biggest economy spreads out to its closest trading partners, such as Korea and Malaysia

from Moneycontrol Market Outlook https://ift.tt/4gL29TV

Daily Voice | This investment strategist expects market cap of BSE firms to reach Rs 300 trillion by year-end

Amit Jain After this 18 percent rally in the last two months, I believe the market will take a pause. From now onwards Global cues will decide the direction of markets.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-investment-strategist-expects-market-capbse-firms-to-reach-rs-300-trillion-by-year-end_16596991.html

BJP makes changes to address organisational issues, political challenges

​​​The recent revamp of its apex organisational body, Parliamentary Board, may have made more news for its omissions-Union minister Nitin Gadkari and Madhya Pradesh Chief Minister Shivraj Singh Chouhan were dropped, but the BJP has also made it more socially and regionally representative.

from Economic Times https://ift.tt/497p80f

Saturday, August 20, 2022

Ajay Bagga is bullish on these 3 sectors, here’s why

We have had oil going down that has been a big boost for the markets. Overall another good news is that the Atlanta Fed projection for the US for quarter three is now running at 2.5% of year on year growth in GDP. So after two quarters of negative print we are going to see a pretty strong quarter for the US economy that gives substance to the markets.

from Economic Times https://ift.tt/CofrUjg

Friday, August 19, 2022

Daily Voice | This finance veteran bets big on domestic consumption as India stays strong despite global uncertainty

Vijay Singhania India is among the strongest economies in the world and is likely to remain so in the near and medium-term future.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-finance-veteran-bets-bigdomestic-consumption-as-india-stays-strong-despite-global-uncertainty_16596691.html

Daily Voice | Market may cool 5-6% in near term as valuations back to punchy levels, but highly improbable to hit June lows, says Nitin Singh of Avendus

Nitin Singh With a strong across-the-board rally, there will probably be a pause and a case for profit booking before the market decides on how the upcoming festive season demand would unfold.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-market-may-cool-5-6near-term-as-valuations-back-to-punchy-levelshighly-improbable-to-hit-june-lows-says-nitin-singhavendus_16596031.html

Thursday, August 18, 2022

Daily Voice | China slowdown, US rate hikes, potential slowdown in EU may keep market upside in check, says Sanjiv Saraff of BOB Capital Markets

Sanjiv Saraff India has been clocking 7 percent plus rates in the past and there is no reason why our country cannot continue to deliver such a growth rate over a longer period.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-china-slowdown-us-rate-hikes-potential-slowdowneu-may-keep-market-upsidecheck-says-sanjiv-saraffbob-capital-markets_16593771.html

Daily Voice | China slowdown, US rate hikes, potential slowdown in EU may keep market upside in check, says Sanjiv Saraff of BOB Capital Markets

Sanjiv Saraff India has been clocking 7 percent plus rates in the past and there is no reason why our country cannot continue to deliver such a growth rate over a longer period.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-china-slowdown-us-rate-hikes-potential-slowdowneu-may-keep-market-upsidecheck-says-sanjiv-saraffbob-capital-markets_16593781.html

Daily Voice | China slowdown, US rate hikes, potential slowdown in EU may keep market upside in check, says Sanjiv Saraff of BOB Capital Markets

Sanjiv Saraff India has been clocking 7 percent plus rates in the past and there is no reason why our country cannot continue to deliver such a growth rate over a longer period.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-china-slowdown-us-rate-hikes-potential-slowdowneu-may-keep-market-upsidecheck-says-sanjiv-saraffbob-capital-markets_16593791.html

Tuesday, August 16, 2022

Daily Voice | This CIO believes any pullback will be an opportunity to add equity allocation as economy stays bullish

Arvind Chari My main theme is to keep it simple. If you follow, simple Gandhian rules of living to invest, investors would be on a path of financial freedom.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-this-cio-believes-any-pullback-will-beopportunity-to-add-equity-allocation-as-economy-stays-bullish_16589241.html

Dollar stays near 18-month high as Mideast conflict, inflation data in focus

The dollar's steadiness reflects a cautious market responding to geopolitical stresses in the Middle East, which have dampened investor ...