Powered by: Motilal Oswal

News

Sensex hits an all-time High By Mr. Amar Ambani, Yes Securities Quote On Sensex hits an all-time High By Mr. Amar Ambani, Group President and Head- Institutional Equities, YES SECURITIES   “After almost an 8-month consolidation, the Sensex has hit an all-time high. World inflation has fallen fast and importantly, key inputs like Oil, natural gas, lumber, palm oil, steel, coal have come off significantly. The interesting part is that these price drops look sustainable, because they seem to have come on the back of reinstatement of dis...
Sensex hits an all-time High By Mr. Amar Ambani, Yes Securities
Sensex hits an all-time High By Mr. Amar Ambani, Yes Securities
Source: Yes Securities Ltd
21/06/2023 3:01:52 PM
Quite expectedly, RBI kept the Repo rate unchanged, citing that it needs time to assess the lag impact of the cumulative 250bps rate hikes Says Amar Amabani, Yes Securitie Below Quote On  RBI MPC by Mr. Amar Ambani, Group President & Head  of Institutional Equities, YES Securities. “Quite expectedly, RBI kept the Repo rate unchanged, citing that it needs time to assess the lag impact of the cumulative 250bps rate hikes, while the inflation trajectory has favourably turned south.  Monetary tightening has been paused and we believe it’s the end of the rate hike cycle. The central maintained its stance ...
Quite expectedly, RBI kept the Repo rate unchanged, citing that it needs time to assess the lag impact of the cumulative 250bps rate hikes Says Amar Amabani, Yes Securitie
Quite expectedly, RBI kept the Repo rate unchanged, citing that it needs time to assess the lag impact of the cumulative 250bps rate hikes Says Amar Amabani, Yes Securitie
Source: Yes Securities Ltd
8/06/2023 3:31:44 PM
RBI Monetary Policy Commentary : RBI is symbolically choosing price stability over growth Says Amar Amabani, Yes Securities Below is RBI Monetary Policy Reaction by Mr. Amar Ambani, Group President & Head  of Institutional Equities, YES Securities. “RBI delivered a 25bps rate hike, quite expected by the markets, though the decision was not unanimous, with 2 members of the MPC dissenting on the repo rate hike. The central bank maintained its policy stance on the withdrawal of accommodation, deviating from the market expectations of a change in stance. RBI emphasized that further monetar...
RBI Monetary Policy Commentary : RBI is symbolically choosing price stability over growth Says Amar Amabani, Yes Securities
RBI Monetary Policy Commentary : RBI is symbolically choosing price stability over growth Says Amar Amabani, Yes Securities
Source: Yes Securities Ltd
8/02/2023 2:00:44 PM
Union Budget 2024: Short and Sweet Says Mr. Amar Ambani, Yes Securities Below is Post Budget Quote By Mr. Amar Ambani, Group President and Head- Institutional Equities, YES SECURITIES “In her shortest budget speech that lasted 87 minutes, the sweet spot, without doubt, was the capex intensity budgeted by the Finance Minister. Spurred by a tax bonanza, thanks to formalization of the economy and inflation, the FM accelerated the capex run-rate. Apart from the central investment, states have been allocated a higher share of money with incent...
Union Budget 2024: Short and Sweet Says Mr. Amar Ambani, Yes Securities
Union Budget 2024: Short and Sweet Says Mr. Amar Ambani, Yes Securities
Source: Yes Securities Ltd
2/02/2023 12:25:07 PM
View on RBI has hiked the repo rate by 50 bps By Mr. Amar Ambani, YES Securities Below is View on RBI has hiked the repo rate by 50 bps by Mr. Amar Ambani, Senior President and Head of Institutional Equities, YES Securities. “RBI’s MPC expectedly voted for a 50bps hike, replicating the endeavour of global central banks to protect their currencies from prevalent volatility. The central bank also retained its stance on withdrawal of accommodation, stating that liquidity conditions will remain accommodative given the higher government spend...
View on RBI has hiked the repo rate by 50 bps By Mr. Amar Ambani, YES Securities
View on RBI has hiked the repo rate by 50 bps By Mr. Amar Ambani, YES Securities
Source: Yes Securities Ltd
30/09/2022 11:31:33 AM
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities Below is View on RBI Monetary Policy by Mr. Amar Ambani, Senior President and Head of Institutional Equities, YES Securities. “RBI Monetary Policy Review RBI’s unanimous decision of a 50bps rate hike was quite expected, characterised by a stable tone in Indian Bond and Equity markets. The central bank reiterated its stance on calibrated withdrawal of liquidity as inflation is projected to remain above comfort level till December, though price pressur...
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
Source: Yes Securities Ltd
5/08/2022 2:36:48 PM
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities Below is View on RBI Monetary Policy by Mr. Amar Ambani, Senior President and Head of Institutional Equities, YES Securities. On the expected lines, RBI unanimously re-emphasized its endeavour to contain inflation through withdrawal of the accommodative stance and normalisation of the policy rates. 50bps hike in the repo rate was very much factored in the 10yr yields which moved above 7.5% before the policy outcome, only to retreat lower to 7.45%. Markets are taking res...
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
Source: Yes Securities Ltd
8/06/2022 11:36:20 AM
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities Below are Views on RBI Monetary Policy by Mr. Amar Ambani, Senior President and Head of Institutional Equities, YES Securities. “Though a status quo on the repo rate was in line with the market expectations, no move on the reverse repo was not what the money markets were pricing in. Yields in the money markets have been firming up, given that variable reverse repo auctions are being conducted at rates proximal to 4%. The status quo on the reverse repo is...
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
View on RBI Monetary Policy By Mr. Amar Ambani, YES Securities
Source: Yes Securities Ltd
8/12/2021 2:59:03 PM
The Sensex has hit 60,000 much ahead of our target date of December 2021 By  by Amar Ambani, Yes Securities Below are Views On The Sensex has hit 60,000 much ahead of our target date of December 2021 By Amar Ambani, Senior President & Head of Institutional Equities at Yes Securities The Sensex has hit 60,000 much ahead of our target date of December 2021. We continue to remain positive on the long term outlook of Indian equitas. Corporate balance sheets have been significantly strengthened with record equity raise in last two years. On the revenue front, the listed universe is on f...
The Sensex has hit 60,000 much ahead of our target date of December 2021 By  by Amar Ambani, Yes Securities
The Sensex has hit 60,000 much ahead of our target date of December 2021 By  by Amar Ambani, Yes Securities
Source: Yes Securities
24/09/2021 3:48:18 PM
View on RBI Monetary Policy by Mr. Amar Ambani, YES Securities Below are Views on RBI Monetary Policy by Mr. Amar Ambani, Senior President and Head of Research – Institutional Equities, YES SECURITIES. RBI unanimously and as expected, voted to keep repo rates unchanged and stuck with an accommodative monetary policy. The Central bank remains of the view that any pre-emptive policy normalization could jeopardize growth recovery.  RBI acknowledges inflationary pressure, but cites them as transitory, manifested by some mode...
View on RBI Monetary Policy by Mr. Amar Ambani, YES Securities
View on RBI Monetary Policy by Mr. Amar Ambani, YES Securities
Source: Yes Securities Ltd
6/08/2021 12:59:05 PM
Views On RBI Monetary Policy By Amar Ambani, Yes Securities Below are Views On RBI Monetary Policy By Mr. Amar Ambani, Yes Securities “With Bond markets pricing in a status quo well in advance, MPC barely surprised in terms of accommodative stance. All the members of the MPC unanimously voted for no change in policy rates. The central bank reiterated its FY22 real GDP growth projection of +10.5%, while sees inflation trajectory to hover around 5% in H1 FY22. RBI vehemently articulated that that absorption of excess liquidity through reve...
Views On RBI Monetary Policy By Amar Ambani, Yes Securities
Views On RBI Monetary Policy By Amar Ambani, Yes Securities
Source: Yes Securities Ltd
7/04/2021 12:46:36 PM
Gold is discernibly in the grip of a classical bear phase By Amar Ambani, Yes Securities Below are Views On Gold is discernibly in the grip of a classical bear phase By Mr. Amar Ambani, Senior President and Head of Research – Institutional Equities, Yes Securities Gold is discernibly in the grip of a classical bear phase, which is prone to last for a long time frame.  For the current downcycle, this could mean a significant span of another four to five years. Our study suggests that Gold typically does well during phases of hyper-inflation or deflation and...
Gold is discernibly in the grip of a classical bear phase By Amar Ambani, Yes Securities
Gold is discernibly in the grip of a classical bear phase By Amar Ambani, Yes Securities
Source: Yes Securities Ltd
12/03/2021 1:47:47 PM
Views On Post Budget Reaction By Mr. Amar Ambani, Yes Securities Below are Views On Post Budget Reaction By Mr. Amar Ambani, Yes Securities “The Budget rightly decided to focus on economic growth by raising expenditure and allowing for a wider fiscal deficit in these pandemic times. Importantly, spend on capital expenditure is far higher at 2.5% of GDP vis-à-vis 1.7% last year, a move in the right direction. Domestic manufacturing is going to be a big growth engine with previous corporate tax reductions, correction of inverte...
Views On Post Budget Reaction By Mr. Amar Ambani, Yes Securities
Views On Post Budget Reaction By Mr. Amar Ambani, Yes Securities
Source: Yes Securities Ltd
1/02/2021 2:27:48 PM
The Sensex has hit 50,000 on the strength of faster than anticipated recovery By Amar Ambani, Yes Securities  Below are Views On The Sensex has hit 50,000 on the strength of faster than anticipated recovery By Mr. Amar Ambani, Head of Research - Institutional Equities, Yes Securities  The Sensex has hit 50,000 on the strength of faster than anticipated recovery in economic activity, FPI flows into our market and heightened hope from the upcoming Budget, promised to be “like never before” by the Finance Minister.   We’ve entered a super-cycle fo...
The Sensex has hit 50,000 on the strength of faster than anticipated recovery By Amar Ambani, Yes Securities 
The Sensex has hit 50,000 on the strength of faster than anticipated recovery By Amar Ambani, Yes Securities 
Source: Yes Securities Ltd
21/01/2021 3:42:56 PM