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QUANTITATIVE TIGHTENING END
Time for investors and traders to think alike? 7 Nifty Auto stocks with an upside potential of up to 19%There are sectors that have not quite followed the war script. Take the auto sector, for instance. A surge in oil prices is supposed to be ...
Tourism and hotel sector stocks: Time for a correction in business? Are analysts getting it wrong? 15 stocks from the ecosystemThe Indian hotel and tourism ecosystem has benefitted from the post-Covid travel urge. Occupancies were high, room rates firm, supply is, i...
5 mid-cap stocks from different sectors with an upside potential of 13 to 24% in one year, according to analystsWhen mid-caps were rising, every concern on valuation was treated as unnecessary caution. Investors who advised patience were told they wer...
BOJ to consider pausing bond taper next fiscal year, sources sayThe Bank of Japan is reportedly leaning towards pausing its bond purchase taper beyond next fiscal year, a move that would mark a significa...
ET Prime Special Series: Multibagger or Bankrupt - Part 58: The ICE veteran that quietly became an EV lightweighting storyMost auto ancillary investors think linear. Company makes Component X. EV disrupts Component X. Stock goes down. Every story does not fit t...
Central banks look through inflation until entrenched, no evidence of second-round effects: Dy Gov Poonam GuptaThe Reserve Bank of India is navigating global economic hurdles and geopolitical tensions. Deputy Governor Poonam Gupta explains the centra...
Quote of the day Stanley Druckenmiller: "Earnings don't move the overall market; it's the Federal Reserve Board. Focus on the central banks, and focus on the movement of liquidity."Central banks like the Federal Reserve control market direction through liquidity. Abundant money fuels asset prices, while tightening liqu...
Wall St expects a cautious Fed as T-bill demand winds downWall Street anticipates the Federal Reserve will adopt a gradual strategy for reducing its balance sheet expansion. The central bank began ...
Federal Reserve restarts quantitative easing with $40 billion Treasury purchases amid inflation — will stock markets feel the heat?Federal Reserve is restarting quantitative easing after massive balance-sheet reductions since 2022. Inflation remains near 3 percent, abov...
The Fed’s $6 trillion balance sheet is about rightThe US Federal Reserve is set to decide on its large securities portfolio. Experts suggest ending the reduction of this portfolio soon. Thi...
Liquidity crunch eases hopes for Fed to end quantitative tighteningA massive SOFR futures trade signals investor bets on the U.S. Federal Reserve ending quantitative tightening, reflecting shifting liquidit...
Nomura expects Fed to cut interest rates by 100 bps in 2024Nomura on Friday forecast the U.S. Federal Reserve delivering a 100-basis-point interest rate cut in 2024 and reducing the pace of balance-...
Pandemic-era tightening cycle likely in last leg; a pivot could trigger bull market: ICICI SecuritiesRising interest rates put pressure on equity markets throughout 2023 as foreign investors have been on a selling spree since the start of t...
Optimism in tech cos has played out; growth coming from investment side of economy: Vinod Karki“We see demand coming in the investment and credit cycle on the industry side and valuations are also reasonable. Even if you see these sha...
Wall Street Week Ahead: More worries for US stocks, bonds: Fed ramps up 'QT'The economy is already in a glide path to recession and the Fed's quickening pace in terms of QT will accelerate the decline in stock price...
Quantitative tightening looms for markets on hawkish FedCentral banks shift from crisis support to fighting inflation
Jahangir Aziz on what Fed commentary means for flows to India“The market is saying that the tapering and the quantitative tightening that is going to follow is substitute for rate hikes. Consequently,...
India most vulnerable to capital outflows: Moody'sIndia is among the countries that are most vulnerable to capital outflows as it relies heavily on external funding, Moody's cautioned today.
- Indian stocks best bets for long-term investors: Chris Wood, CLSA
Growth in Indian economy is likely to slow to 7% amid slowdown in external demand, says Chris Wood, MD and chief strategist, CLSA.
- Currency war on, but India sitting pretty: HSBC
India is sitting on the sidelines of the currency war as it has not rushed to impose capital controls or let its currency appreciate steepl...