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QE WITHDRAWAL
Preparing for the post-QE worldPermanent monetisation may be inevitable, given the risks and difficulties entailed in undoing the asset accretion that happened under QE.- Draghi nears his QE3 as ECB seen relying on more stimulusDraghi's position is reminiscent of the one Ben Bernanke faced in 2012 when the then-chair of the U.S.Fed added his third installment of as...
- US Federal Reserve could pose the biggest risk to the stock market, derail rallyPeople who believe the Fed's asset purchases drove the rally in stocks are dreading higher interest rates which could derail the rally.
- Remain bullish on Indian markets: Jagdish MalkaniWith the new dispensation and Japanese excitement about India it is great for our markets. We are chugging along quite nicely.
- Will use dips in Indian markets as a buying opportunity: Sean Taylor, Deutsche AMC"We have been positive from end of last year and we have always been saying that if Modi got in, it would be extremely positive for the cou...
- Finance Ministry allays fears of US stimulus withdrawal impact on FDI"All these are reasons enough to allay fears that the FDI inflow would be reversed with the lifting of the QE measures in the USA," the rep...
- Rate cuts unlikely before March next: Bofa-MLWe expect inflation to peak off if the US Fed tapering contains oil and other commodity prices and reduces imported inflation pressures: Bo...
- Christopher Wood: India not a great story till investment cycle revivesChris Wood said the upcoming elections in India would be crucial and a multi-party coalition could be worst possible outcome from the polls.
- Markets may still be volatile over the medium term: Harendra Kumar"We are yet to deal with the withdrawal of QE, which would mean a lot more volatility and lot more outflows away from India."
- Government needs to take urgent fiscal action, little room with RBI: Jim WalkerJim Walker said that the Indian currency is oversold and he sees a fair value for it at levels of 60 versus the US dollar.
- Exiting the market is not an option: Debasish Mallick, IDBI Asset ManagementWith the steep depreciation in the rupee, the tumbling markets, and both equity and debt doing badly, where should the investor put his mon...
- India has serious economic problems, real estate a good buy: Jim Rogers"I bought some gold when price fell to levels of $1,200/oz," he said. "I am waiting for gold to cool-off before buying," he added.
- There is no depth in the Indian market: Bhavtosh Vajpayee, Managing Director, Barclays SecuritiesThe investment cycle in India is completely broken and there are serious balance-sheet issues, says Bhavtosh Vajpayee of Barclays Securitie...
- Need to convince investors about long-term value India offers: Raghuram RajanWe want to convince investors that it is valuable to stay for the long term or the medium term despite all the gloom and doom.
- Investors are particularly nervous about India: Gita Gopinath, Harvard UniversityThere is a sense that with elections around the corner in India there is no stomach for tough reforms that stimulate the economy.
- Positive on India, but don’t see a sustainable market until polls are over: Arnab BanerjiI am not a great bull of rupee, but its recent fall suggests a buying opportunity within the wider universe of emerging markets, says Arnab...
- Expect market to remain in 5650-5950 range in near term: Deven ChokseyIf the FDI is allowed in PSU banks, that could be a natural beneficiary for rerating, but that is something which is a little later, says D...
- CAD, Fed withdrawing QE to determine direction of rupee: Suyash Choudhary, IDFC"A large part of RBI’s learning will stem from that experience which now we know on hindsight was not very successful. "
- Expect 15% upside in Tata Motors in near term: Rajen Shah, Angel BrokingOverall, we do expect Tata Motors to move towards the Rs 340-360 mark over the next three to six months, says Rajen Shah, Angel Broking.
- 'Indians fear a bubble, but I don't see one'Critical mass of emerging middle class will ensure growth in India, says Howard Williams, MD & head of global equities team at JP Morgan.
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