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BADRISH KULHALLI
Government spend picked up early this year, helping liquidity in system: Badrish Kulhalli"We need to see whether the fall in food prices is cyclical or structural," he says.- MPC members’ concerns with inflation are exaggerated: Badrish Kulhalli, HDFC LifeIt would be a hypothetical point whether India would grown faster but for demonetisation.
- Expect 7.4-7.5 per cent growth in the coming year: Badrish Kulhalli, HDFC LifeWe need to see a pickup in private investment to see this growth trajectory going significantly higher
- It's wait-and-watch for us: Badrish Kulhalli, HDFC LifeThe dollar-rupee moves will be relative to the strength of the dollar and its movement against other emerging markets.
- ECB easing unlikely to bring inflows, may impact to EM currencies: Badrish Kulhalli, HDFC LifeDivergence between the ECBs easing versus the Fed’s tightening will have impact on currency markets and that will not be very good news EM ...
- Fed looks determined to hike rate in December: Badrish KulhalliFed is looking at medium-term trend, which do indicate that the US economy is growing, albeit at a modest pace, says Kulhalli.
- China may export deflation around the world: Badrish Kulhalli, HDFC LifeBadrish Kulhalli, HDFC Life, feels RBI would maintain rupee at a level which is in line with EM peers.
- Rupee will keep moving with EM peers: Badrish Kulhalli, HDFC LifeIt is very difficult to call a level. We could see lower levels, we could see higher levels. Is this the bottom, is 67 the bottom?
- Gold price slump likely to strengthen bias towards equity markets: Badrish Kulhalli, HDFC Life"All the macroeconomic concerns seem to be sorting themselves out in a positive way. It will make for a good outcome for India."
- Expect weak IIP number, slight uptick in CPI: Badrish Kulhalli"Overall, we would expect very low numbers of IIP to continue. We have not seen any evidence of a pick-up in production in any other sector...
- Rating agencies to remain focused on what Govt does this year: Badrish Kulhalli, HDFC Life' There has been some amount of cutbacks in social sector spending and we need to see the impact of the higher spending on infrastructure s...
- Don’t expect rupee to move towards 64-65 vs dollar in near term: Badrish Kulhalli, HDFC LifeWe have seen an extended period where the rupee and as well as the equity markets have outperformed other EM peers, says Badrish Kulhalli.
- Seeing relief rally across risk assets: Badrish Kulhalli, HDFC LifeThey will be looking at rate hikes on a meeting by meeting basis and they will calibrate their actions, depending upon the incoming data.
- Investment needs to rise for a pickup in growth cycle: Badrish Kulhalli, HDFC LifeTrade deficit will be quite low, CAD may turn into a positive and we will have a healthy balance of payments position for the last quarter,...
- Betting on long end in market makes perfect sense: Badrish Kulhalli, HDFC Life"The long end definitely makes sense. But the key point is that the short end is not as volatile now as it was, say, about six months ago. "
- Rupee appreciation to depend on RBI action: Badrish Kulhalli, HDFC Life'If rupee has to appreciate further from here on, inflation will have to ease off or else RBI may try to limit the amount at which the rupe...
- Rupee stabilising around 60-60.5 levels: Badrish Kulhalli, HDFC Life'RBI would obviously be a little more cautious in terms of letting the rupee drift too far away from its fair level, which is driven more b...
- CAD may widen if curbs on gold imports are removed: Badrish Kulhalli, HDFC Life"The finance minister has rightly said that only after an improvement in CAD, can the government consider easing restrictions on gold impor...
- Capex cycle will take off when corporates start investing: Badrish Kulhalli, HDFC Life'We are in the election season and some populist steps are to be expected from the government,' says Badrish Kulhalli.
- Rupee to be largely range-bound in near term: Badrish Kulhalli, HDFC Life"Fundamental factors like global dollar strength or weakness can drive the currency movement. It may not necessarily be driven by India-spe...
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