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ANSID CAPITAL
Global equity flows chasing momentum, not value: Anurag SinghGlobal equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises ...- Markets have moved on from geopolitics, broader rally underway: Anurag SinghInvestor sentiment is stabilizing, shifting focus from dominant tech stocks to broader market participation. Anurag Singh of Ansid Capital ...
- Crude oil price fall, markets rally: Anurag Singh says 'worst is behind us' after Iran talksGlobal markets are reacting positively to US-Iran diplomatic developments, with oil prices falling and equities poised for a strong opening...
- Why global markets see clarity in chaos, but India valuations still worry foreign investors: Anurag SinghGlobal markets are navigating shifting geopolitics as US actions reshape global influence. Anurag Singh of Ansid Capital explains why clari...
- Fab 7 isn’t a bubble: Ansid Capital’s Anurag Singh says big tech still has legs, but India needs a year of cooling offAnurag Singh of Ansid Capital says the AI-led “Fab 7” rally isn’t a bubble, though smaller speculative stocks show froth. He believes India...
- Dollar weakness a ‘self-goal’ amid tariff miscalculation: Anurag SinghAnsid Capital's Anurag Singh discusses the impact of low energy costs, particularly cheaper oil, on businesses, inflation, and emerging mar...
- Trump’s policy shift, lower yields, and dollar weakness could revive emerging markets: Anurag SinghAnsid Capital's Anurag Singh suggests emerging markets, particularly China and India, could benefit from a potential drop in US 10-year yie...
- Not the time for speculative bets; stick with what drives the economy: Anurag SinghAnurag Singh of Ansid Capital suggests that the US is inflicting self-inflicted wounds with its economic policies, leading to capital leavi...
- US shutdown likely, but no cause for panic: Anurag SinghGovernment should not be empowered to just spend it the way they like. It is like a budget in the Indian Government except that they have i...
- DIIs, not FIIs, are the real culprits of market pullback: Anurag SinghWhy should they buy? I mean, if everybody has to make their own judgment on what are they buying, what is their duration and what is their ...
- What does Fed's 50 bps rate cut mean for US markets? Anurag Singh answersUltimately, it is going to be 3% that is what the dot plots say but they are all over the place in terms of the median is 3, but it is all ...
- How will market react to anticipated Fed rate cut later this month? Anurag Singh answersThe economy is showing all the good signs. And yes, the unthinkable, impossible soft landing somehow has been achieved. So, good news.
- Carry trade issues probably behind us; we will protect our positions wherever we can: Anurag SinghAnurag Singh of Ansid Capital commented on recent market volatility, attributing it largely to the unwinding of the yen carry trade. He not...
- It is a very clear bull market for India; even rally to 22K is possible: Anurag Singh“Predictions on when the US Fed will cut rates vary from March to April or September next year. I believe the threshold of cutting the rate...
- Continue with SIPs, more on largecap side and less on smallcaps: Anurag Singh"The whole capitulation of the US market has not really turned out that bad actually so on the face of it, it is looking resilient but the ...
- Anurag Singh on the challenges ahead for the US economySo I think this kind of news really puts the government in a corner that look you do not have a printing machine and you really got to take...
- Are markets expecting more unconventional measures by China? Anurag Singh answersSo they needed a rate cut, they needed to boost the economy. And I think it was imminent that at some point it will be coming. China are no...
- Inflation built into wages, won't go away without significant US recession: Anurag SinghI think it will only go once there is at least a shallow recession and once the employment market comes into balance with the larger econom...
- We are sitting on 50% cash; Fed hiking rates by 75 bps to send right signal: Anurag Singh“Unless the excesses of the pandemic are removed, the market will not settle. We have been seeing this in individual stocks. All these stoc...
- Lesson for newbie investors: Buying at wrong price haunts you for life“I won’t be comfortable at less than 50% discount to current Paytm price because I do not really see a path to their market domination,” sa...
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