Jonathan Garner, Morgan Stanley feels inflation is below the central bank target and bond yields are falling with several more interest rate cuts likely over the next six months.
Posts tagged MC
Overweight India; multiple rate cuts by Mar: Morgan Stanley (01-09-2015)
Will revise rates when needed; comfortable with CAR: SBI (01-09-2015)
SBI, MD – corporate banking, P Pradeep Kumar says, it has been continuously reviewing base rates and lowering deposit rates since August or September last year. “A further cut will depend on SBI’s cost of funds, composition of asset portfolio, etc.”
Looking for EMs that can weather Fed, China storm: Cartica (01-09-2015)
In an interview to CNBC-TV18, Teresa Barger of Cartica Capital shares her views on the global markets and how the US Federal Reserve’s rate hike may impact emerging markets (EMs).
Oil rates drop 3% as investors retreat from overnight gains (01-09-2015)
US crude, also known as West Texas Intermediate, climbed 27.5 percent by the end of the previous session after three days of gains, the largest three-day increase in dollar terms since February 2011 and the biggest percentage increase since August 1990.
Super Six chart picks for September 1 (01-09-2015)
Meghana Malkan of malkansview.com is of the view that one may buy DLF with a target of Rs 119.
Indian consumers offer a ray of hope after glum eco data (01-09-2015)
The economic data, released on Monday, showed a weakening services sector, consistent with a pattern of subdued consumption over the past two years, but some leading indicators have already begun to tell a different story.
Need to focus on increasing exports: NRN Narayana Murthy (01-09-2015)
Infosys co-founder NRN Narayana Murthy says: “We should focus on what it is that we should do to increase our exports, so that we can create a positive balance of trade.”
Stocks in news: SBI, ICICI, HDFC Bank, RIL, IIFL, Jet, IOC (01-09-2015)
SBI | ICICI Bank | Reliance Industries | IOC | Natco | HDFC Bank | Canara Bank | IIFL Holdings | SAIL | Syngene | Aban Offshore | Jet Airways | SpiceJet and Mahindra and Mahindra are stocks, which are in the news today.
Bull’s Eye: Sell Bharat Forge, JSW Steel, buy Voltas (01-09-2015)
Jay Thakkar of Sharekhan advises buying Dr Reddy’s Laboratories with a target of Rs 4390.
China Aug factory activity shrinks at fastest pace in 3 yrs (01-09-2015)
China’s factories continued to suffer from sluggish demand at home and abroad, which has saddled some firms with enormous amounts of idle capacity and forced them to cut prices, eating into profits.