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REFLATION STOCK TRADE
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- We should prepare for end of bull market but at this stage I am not calling it out: Maneesh Dangi“My bet is in India the bull market would be longish and the midcycle phase would persist for one-two years at least, if not more. There wi...
- Fed's coming taper fans talk of renewed 'reflation' tradeThe reflation trade stalled during the summer. But the central bank said this week it would likely begin pulling back on its $120 billion a...
- Falling US bond yields may signal death knell for 'reflation' stock tradeInvestors piled in to shares of energy producers, banks and other companies expected to benefit from a powerful economic rebound earlier th...
- Investors focus on central bank speakers after extreme market movesInvestors are now anticipating what message will come from Fed Chairman Jerome Powell, due to speak before Congress on Tuesday at 2 pm ET (...
- Fed’s rate sword puts markets on noticeThe American central bank abruptly signaled on Wednesday that an interest rate increase could happen as early as 2023 — considered an ackno...
- When Nifty is at its peak, why is Nifty Bank lagging? Blame it on the virusAs financial stocks are more sensitive to the macroeconomic situation, Nifty Bank has been mirroring the impact of the Covid crisis over th...
- Should you be bearish or bullish on Nifty Bank?"The valuation of banking index, on a relative basis to Nifty, is trading at a much bigger discount."
- Is the market set for a goldilocks scenario?“We have to see if this is the roaring 20s that we saw after the Spanish flu or dotcom-2. In either of those cases, we will see the market ...
- Why did IT stocks tumble on Thursday? Sandip Sabharwal answersThe IT services stocks are trading at obnoxious valuations. Even if they halve from here, the valuations will still not be cheap, says Sand...
- Treasury yields punch higher in catch-up to global bond selloffAfter the US markets reopened on Tuesday, Treasury 10-year yields rose four basis points to touch 1.25 per cent -- the highest since last M...
- Gold rates inch higher for third day with stimulus, inflation in focusBullion is rebounding after last week’s retreat to the lowest level since the start of December, when a stronger dollar and rising U.S. Tre...
- Asia stock funds boost reflation trades betting on value, AseanFunds from Invesco Ltd. to Samsung Asset Management are embracing cyclical and value shares as bets for higher US federal spending and fast...
- Why is Georgia making Dalal Street nervousThe ‘Reflation Trade’ is a way to play this trend and it has been underway for some time since Joe Biden’s victory on November 3.
- Get set for m-cap, style and sectoral rotationsThere will be a cap rotation, a style rotation and a sectoral rotation as we get nearer to the reflation trade, says Ajay Bagga
- As QE ends, volatility is the new normal and all asset classes may underperform: Priya Misra, TD Securities“The dollar can strengthen to the point where it starts putting pressure on inflation in the US.”
- There are many facets of Trump rally; each one’s equally puzzlingUnder the Trump trade, you would load up on US industrials, financials and the dollar.
- Dollar bulls seek Fed signals while riding wave of confusionEven with the optimism that has sent stocks to record highs, the dollar soaring and bond prices lower, expectations for those goals being m...
- Pharma and IT offer decent upside at current valuations: Prateek AgarwalPharma and IT are sectors which have a high quality visible growth ahead of them. Both these sectors offer a reasonable degree of safety an...
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