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ARNAB DAS STOCKS
Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...- US GDP dip partly due to imports, but deeper policy uncertainty looms: Arnab DasArnab Das of Invesco analyses the US GDP dip. He attributes it to increased imports and policy uncertainties post Liberation Day. Tariff vo...
- Is excessive FII outflow the cause or the effect of Rupee depreciation? Arnab Das answersArnab Das, Global Macro Strategist at Invesco, believes that India is in a favorable position despite recent rupee depreciation and foreign...
- Will China's revival influence FII flows to India? Arnab Das explainsArnab Das, Global Macro Strategist at Invesco, discusses the valuation disparity between China and India, noting China's affordability. He ...
- How will Trump’s threat of 100% tariff on countries moving away from dollar impact India? Arnab Das answersArnab Das from Invesco discusses Donald Trump's threat to impose a 100% tariff on countries moving away from the US dollar. He argues that ...
- AI prospects bright despite corrections; at vanguard of Fourth Industrial Revolution: Arnab DasArnab Das from Invesco EMEA discusses the ongoing industrial revolution driven by AI, cautioning about current market hype. While AI promis...
- Should you start worrying about Trump trade vs Kamala trade? Arnab Das answersArnab Das, Global Macro Strategist at Invesco, emphasized that a September Fed rate cut is highly likely. He examined the differing economi...
- India's tech sector to stay resilient amidst global market froth: Arnab DasSo, the market is repricing a bit on those expectations. Plus, I think there was a kind of dynamic at work where if we are going to have a ...
- What impact will Trump's return to power have on market? Arnab Das answersIt seems like the US economy is cooling down now and inflation is cooling down, the jobs market is cooling down, so we are headed towards t...
- What would make global investors put more money in Indian market? Arnab Das explainsIndia's equity market is structurally expensive due to high growth and an aggressive capitalist corporate culture. The bond market is restr...
- Easing inflation and central banks being less aggressive can allow more lending: Arnab DasWhen you are in an environment in which rates are going up, the dollar is going up, instruments with cash flows, particularly not so risky ...
- Time to be somewhat defensive but cash is not king yet: Arnab Das“It is a tight rope walk for central banks. A very fine balance has to be struck here and that is the reason why governments have to be ver...
- We are in volatile times, there is real value in being diversified: Arnab DasIn the next few quarters, we still have to deal with the aftermath of the pandemic, the ongoing war and sanctions and the challenges there ...
- Cryptocurrency may be used as a hedge, not unlike gold: Arnab DasIt can go up and down like other financial assets and may be that is interesting from a speculative point of view or portfolio allocation p...
- Invesco’s Arnab Das explains why US tech stocks are losing steamThere is concern that the US is not going to be generating the kind of inflation that people were hoping for. That accounts for some of the...
- Grexit averted for now, global markets jump: Here's what experts sayGlobal markets extended gains after Euro zone leaders reached an agreement to move forward with a bailout loan for Greece.
- The Greek government blinked first; contagion on markets is lifted: Arnab Das, Trusted SourcesIt is not a done deal because yesterday the creditors were holding their ground, so let us hope that they climb back from the brink, let us...
- Adrian Mowat: India to outperform other EMs in 2014; remain overweight"I expect EMs to give 10% returns in 2014. I remain overweight on India & recommend a large exposure to the market," Mowat told ET Now.
- US Fed is unlikely to change its dovish stance this year: Arnab Das, Das Capital"With risks of Eurozone crisis and US default having been suppressed, pressure has shifted from capital markets to behaviour of bank balanc...
- Delayed QE tapering will allow EMs to rectify fiscal problems: Arnab Das, Roubini Global Economics"The Fed was testing waters and found that the waters were too turbulent to taper at this stage."
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