RBI's likely stance on monetary policy by Mr. Ajay Bodke - Prabhudas

Below is the views on RBI's likely stance on monetary policy by Mr. Ajay Bodke, CEO & Chief Portfolio Manager - PMS, Prabhudas Lilladher Ltd

In our view RBI would refrain from cutting rates in its meeting today though the consumer inflation has been trending down for the last few months and is well within RBI’s comf

EXPERT VIEWS: RBI's monetary policy panel pares rates as Patel takes stage

REUTERS - India's newly appointed monetary policy committee delivered a surprise 25-basis-point cut in the repo rate to 6.25 percent on Tuesday, as Reserve Bank of India Governor Urjit Patel presided over his first policy review since his appointment last month.

The repo policy rate is now at its lowest since November 2010.

COMMENTARY:

We feel volatile swings will continue in short run - Religare Sec

Below is the views on weekly technical recommendations by Mr. Jayant Manglik, President, Retail Distribution, Religare Securities Ltd 

Markets slipped over two and half percent in the passing week, citing geo-political concern between India and Pakistan post Indian Army’s surgical strikes against terrorists across the border. Sentiments were downbeat from t

All Eyes set on October 4th RBI Monetary Policy Verdict - Dynamic Levels

It was only recently that the New RBI Governor Urjit Patel took over the baton from Raghuram Rajan with some priority areas at hand for his immediate attention. The inflation was needed to be put on track immediately as the market are expecting softer policy rates from him as the commodity price cycle turns favorable with the better rainfall.

Although the role of RBI Governor has less

Today’s fall was a jitter to the bullish trend - 5nance.com

Below is  the views on Dinesh Rohira, Founder CEO, 5nance

Today’s fall was a jitter to the bullish trend that was building in the markets. This is an event based trigger and should not be considered as a falling trend in markets. With other fundamentals in its place Investors should not underplay the equity markets, stay invested keeping a medium to lo

Majority of UK CEOs considering moving operations abroad post-Brexit - survey

LONDON - Three-quarters of British company bosses are considering moving operations abroad following the vote to leave the European Union, according to a survey published on Monday.

The KPMG survey of 100 UK chief executives, from companies with revenues between 100 million pounds and 1 billion pounds ($130 million-$1.30 billion), found 86 percent were confident about

Note on FED Meet By Quantum AMC

Below is the Note on Fed Meet  by Mr. Murthy Nagarajan, Head-Fixed Income, Quantum AMC :

The Federal Reserve kept the Fed Fund Rate unchanged in the band of ¼ to ½ percent. The Federal Reserve has a statutory mandate to meet the twin objectives of maximum employment and price stability. Economic growth continues to strengthen with non-farm payr

Volatility will remain high in the coming week due to F&O expiry - Religare Sec

Below is the views on weekly technical recommendations by Mr. Jayant Manglik, President, Retail Distribution, Religare Securities Ltd  

Markets gained over half a percent in an eventful passing week, mainly driven by the global cues.  Participants were keenly awaiting the US Fed stance over interest rate and felt relieved after they announced status quo. Bef

Will RBI Credit Policy bring Cheers to Borrowers of India? - Dynamic Levels

As the Reserve Bank of India (RBI) meets for its October session there will be a change of guard. The new governor Urjit Patel, who replaced Rajan and the Monetary Policy Committee, will take the call on the rates.

The 3 member panel of Monetary Policy Committee has been appointed by the government. It consists of Chetan Ghate, a professor from the Indian Statistical Institute, Pami D

Cabinet approves Union Budgets and Railway Budgets approval - Dynamic Levels

The government of India broke the 92 years old rule in a sweeping reform by announcing the merger of the Union Budget and the Railway Budget and advances the date by a month. This move will allow the various departments of the government to kick start from the very first day of the financial year. Currently the budget takes place on the last working day of the February and gets passed in the bu

In interview, Tsipras sketches out path for Greece to exit crisis

NEW YORK - Greece's prime minister on Tuesday sketched out a path he hopes will finally allow his country to exit its seven-year-old economic crisis, holding out the possibility of positive growth this year and a partial return to the bond markets in 2017.

Alexis Tsipras told Reuters in a rare interview that government revenues and tourist flows have been strong a

US Fed rate action or impact on Indian equities by Mr. Ajay Bodke - Prabhudas

Below is the views on likely US Fed rate action or impact on Indian equities by Mr. Ajay Bodke, CEO & Chief Portfolio Manager - PMS, Prabhudas Lilladher

It looks unlikely that the US Federal Reserve (Fed) would raise fed funds rate in its meeting tomorrow as the underlying economic data continues to indicate a mixed picture.  This comes in the backd

Expert Views - BOJ overhauls policy, sets yield curve target

TOKYO - The Bank of Japan on Wednesday decided to adopt a target for long-term interest rates in an overhaul of its massive stimulus programme.

The BOJ maintained the 0.1 percent negative interest rate it applies to some of the excess reserves that financial institutions park with the central bank.

But it abandoned its base money target and instead set a &qu

We reiterate our view to hold positive yet cautious approach till 8700 is intact in Nifty - Religare Sec

Below is the views on weekly technical recommendations by Mr. Jayant Manglik, President, Retail Distribution, Religare Securities Ltd  

Nifty ended marginally higher on Monday amid volatility, thanks to favourable cues both from the domestic and global front. Firm Asian markets led a positive start but prevailing cautiousness ahead policy meet of two major centra

Japan Inc sees Bank of Japan stimulus as failing to spur inflation -Reuters poll

By Tetsushi Kajimoto

TOKYO - Few Japanese companies see the central bank's aggressive monetary stimulus as achieving its stated goal of spurring inflation, a Reuters poll found, with firms citing negative fallout from the programme more than positive effects.

Desperate to stimulate growth, encourage capital investment and reverse price declines, the Bank

Global bond rout depresses Asia FX sentiment, rupee bucks regional trend - Reuters poll

By Jongwoo Cheon

SINGAPORE  - Sentiment towards most emerging Asian currencies turned bearish as increasing doubts about the ability of major central banks to offer fresh stimulus sparked a selloff in global bonds, a Reuters poll showed on Thursday.

The Chinese yuan's bearish bets increased to the largest since late July, according to the survey of

Nearly half of Americans `very concerned`about Clinton emails: Reuters poll

By Chris Kahn

NEW YORK, Sept 14- Nearly half of American adults are "very concerned" about two issues that have hounded Hillary Clinton's presidential campaign this year: her use of a private email server to conduct government business and donations to her family's charitable foundation, according to a Reuters/Ipsos opinion poll released on Wednesday

Expert views: August retail inflation eases; raises rate cut hopes

MUMBAI  - India's annual consumer price inflation eased to 5.05 percent in August, helped by smaller rises in food prices, government data showed on Monday.

Economists surveyed by Reuters had expected annual retail inflation to come in at 5.5 percent last month, compared with 6.07 percent in July.

COMMENTARY

INDRAN

Interview: India expects higher oil demand growth this year - petroleum minister

LONDON  - India's oil demand growth is set to exceed 11 percent this year as the world's third-largest oil and gas consumer accelerates its economic development, Minister of Petroleum and Natural Gas Dharmendra Pradhan said on Monday.

"The primary prediction for oil trajectory (last year) was 7 to 8 percent but we ended up with 11 percent. This year

We expect that trend to continue - Religare Sec

Below is the views on weekly technical recommendations by Mr. Jayant Manglik, President, Retail Distribution, Religare Securities Ltd 

Another fantastic week for the participants as Nifty maintained its buoyancy and made a new 52 week high at 8968.70. Several domestic and global factors contributed to the rally but amongst all, weaker than expected US jobs data d

The rise in the likelihood of Trump becoming the president should be positive for the gold - Quantum Mutual Fund

Below is the views on Gold Outlook by Mr. Chirag Mehta Senior Fund Manager - Alternative Investments Quantum Gold Fund, Quantum Gold Savings Fund, Quantum Multi Asset Fund & Quantum Equity Fund of Funds​​​​​​​

The chatter surrounding rate hike in the U.S gained ground as better than expected job numbers supported by hawkish Fed statements led to

We continue to be invested in PSU banks CD & commercial papers of AAA PSU Financial institutions - Quantum Mutual Fund

Below is the views on DEBT Outlook by Mr. Murthy Nagarajan Head – Fixed Income Quantum Liquid Fund & Quantum Dynamic Bond Fund

The ten year Benchmark Government Security moved down from 7.15 % to 7.09 % levels. The primary auction of new ten year of Rs 8000 Crores cut off was at 6.97 %. The ten year was last below 7 % in the year 2009. It is after

8/09/2016 4:51:31 PM | Posted in Mutual Fund Expert Views read full news
India is a bright spot in world equities by Atul Kumar Quantum Mutual Fund

Below is the views on Equity Outlook by Mr. Atul Kumar Head Equity Funds Quantum Long Term Equity Fund & Quantum Tax Saving Fund

In the month of August 2016, S&P BSE Sensex had a rise of 1.53% on total return basis. On calendar year to date basis, S&P BSE Sensex has increased 10.33%. As compared to its level a year ago, it has gained 9.93%.

8/09/2016 4:49:01 PM | Posted in Mutual Fund Expert Views read full news
Expert views: China August imports rise for first time in 22 months

BEIJING - China's August imports unexpectedly rose 1.5 percent, the first expansion in 22 months, official data showed on Thursday, suggesting domestic demand in the world's second-largest economy is picking up.

Exports fell by 2.8 percent from a year earlier, less than markets had expected.

That left the country with a trade surplus of $52.05 billio