News

Quote on RBI policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd Below is quote on RBI policy by Mr. Dhananjay Sinha , Managing Director & Chief – Strategist, JM Financial Institutional Securities Ltd Two risks on external balance are pronounced, a) widening trade deficit and b) continues portfolio retrenchment due to tightening global financial conditions. The sequence of correction in global commodity prices and recent restrictions on exports (steel, iron ore, agri produce) would imply a deceleration in exports while oil impor...
Quote on RBI policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd
Quote on RBI policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd
Source: PR Agency
7/06/2022 1:27:25 PM
Quote on Wheat Export ban By Mr Dhananjay Sinha, JM Financial Institutional Securities Ltd Below is quote on Wheat Export ban by Mr Dhananjay Sinha, Managing Director & Chief – Strategist, JM Financial Institutional Securities Limited The decision to ban wheat exports just two days after announcing an ambitious target stems from fears of a worsening inflationary situation in India. Due to the spillover effect of the global surge in wheat prices triggered by the Russia-Ukraine war, this year there is a positive spread between market prices and govt MSP for wheat, a...
Quote on Wheat Export ban By Mr Dhananjay Sinha, JM Financial Institutional Securities Ltd
Quote on Wheat Export ban By Mr Dhananjay Sinha, JM Financial Institutional Securities Ltd
Source: JM Financial Services Ltd
17/05/2022 4:14:17 PM
Union budget opts for conservatism, hoping for strong private sector revival - Mr. Dhananjay Sinha, JM Financial Institutional Securities By Mr. Dhananjay Sinha, MD & Chief – Strategist, JM Financial Institutional Securities Limited The aggregate fiscal construction for the FY23 union budget reflects higher than expected conservatism with a very modest expenditure expansion of 4.6% at INR 39.45tn. The emphasis continues to be on attempts to crown in private capital expenditure by continued acceleration of government capital outlay. Capital outlay for FY23 is budgeted at INR7.5tn, which is a growth of 24.6% over the...
Union budget opts for conservatism, hoping for strong private sector revival - Mr. Dhananjay Sinha, JM Financial Institutional Securities
Union budget opts for conservatism, hoping for strong private sector revival - Mr. Dhananjay Sinha, JM Financial Institutional Securities
Source: PR Agency
1/02/2022 6:13:13 PM
Quote on Monetary policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd Below is quote on Monetary policy by Mr. Dhananjay Sinha , Managing Director & Chief – Strategist, JM Financial Institutional Securities Ltd RBI’s hints at measured normalization RBI seems to be mimicking US Fed’s strategy of conditioning markets for an eventual normalization even as it draws an insular approach, contrasting the rising evidence of normalization across major central banks. We think such a distinction will be transient and expect RBI t...
Quote on Monetary policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd
Quote on Monetary policy by Mr. Dhananjay Sinha , JM Financial Institutional Securities Ltd
Source: PR Agency
8/10/2021 3:38:47 PM
Quote on Market hitting 56k by Mr Dhananjay Sinha, JM Financial Institutional Securities Below is quote on Market hitting 56k by Mr Dhananjay Sinha, MD & Chief – Strategist, JM Financial Institutional Securities  "The markets have shown some buoyancy since the beginning of August this year rising by 4.6%, primarily led by the technology pack which has continued to outperform, rising by a huge 8.5%. The strength seen in consumers and banking stocks recently has been modest. Cyclical sectors such as reality, metals, mid-cap, small cap indices and ...
Quote on Market hitting 56k by Mr Dhananjay Sinha, JM Financial Institutional Securities
Quote on Market hitting 56k by Mr Dhananjay Sinha, JM Financial Institutional Securities
Source: PR Agency
18/08/2021 3:44:26 PM
Quote on FM`s announcement By Mr. Dhananjay Sinha, JM Financial Institutional Securities Ltd  Below is Quote on FM announcement by Mr. Dhananjay Sinha, MD & Chief – Strategist, JM Financial Institutional Securities Ltd  Fiscal cum credit package for economic revival and Covid preparedness On the lines of the Rs 20tn stimulus package announced last year, the GoI has announced another Rs 6.3tn package to mitigate the impact of Wave 2 and potential further waves. The points that characterizes the package are a) the government is willing to extending fiscal space...
Quote on FM`s announcement By Mr. Dhananjay Sinha, JM Financial Institutional Securities Ltd 
Quote on FM`s announcement By Mr. Dhananjay Sinha, JM Financial Institutional Securities Ltd 
Source: JM Financial Institutional Securities
29/06/2021 8:37:41 AM