Rate cuts bring investors to g-secs, flatten yield curveBonds maturing by 2030 have already softened by over 25 basis point beginning of this fiscal year in hope of more rate cuts as inflation ha...
24 Apr, 2025, 05.55 AM IST
Forward contracts in G-secs need ease of trading to take offThe RBI after its Monetary Policy Committee meeting said on Friday that the central bank would include forward contracts in government secu...
10 Feb, 2025, 06.03 AM IST
India's interest rate derivatives to get boost as top insurer LIC enters marketInvestment in a type of bond derivative called forward rate agreements could likely rise in India as the interest rate cycle turns and the ...
13 Aug, 2024, 05.12 PM IST
Financials, auto, pharma, and healthcare to drive Q4 earnings: Rahul BhuskuteWe have been seeing a really strong earnings narrative in this financial year. Going forward, definitely there will be a base effect that w...
26 Apr, 2024, 02.21 PM IST
Why 2024 could be a good year for the Indian bond market: Rahul Bhuskute explainsWhile the turbulence in the global economy may have subsided, we are far from normality. For the bond markets in particular, the last three...
13 Mar, 2024, 12.44 PM IST
India 10-yr bond yield sees biggest drop in 9 months on Budget optimismIndia's benchmark 10-year yield ended at 7.0583% on Thursday, compared with its previous close of 7.1442%. The yield ended at the lowest le...
01 Feb, 2024, 05.22 PM IST
Earnings delivery should continue to be good; this is a multi-year phenomenon for us: Rahul BhuskuteRahul Bhuskute says: “There have been more upgrades than downgrades and that will continue this year. So, logical solid grounds for the Ind...
28 Dec, 2023, 09.29 AM IST
RBI meet begins Wednesday: Status quo likely amid strong growth, tighter liquidity conditions“The RBI may stick to ‘withdrawal of accommodation’ stance given upside risks to food inflation (poor monsoon), strong GDP growth in the re...
06 Dec, 2023, 11.57 AM IST
ETMarkets Fund Manager Talk: Don’t see any reversal in FII inflows into equities in the near term: Bharti AXA Life"If we consider the recent flow patterns, China has received 6 times the FPI flow that India has received over the last 5-year period. So, ...
12 Sep, 2023, 09.15 AM IST
Navigating high interest rates: Tug of war between short-term tactics and long-term strategiesChanging macro conditions have compelled portfolio managers to make tactical moves within a larger strategic asset allocation framework.
12 Aug, 2023, 02.34 PM IST
RBI policy verdict tomorrow: As tomatoes paint inflation red, can Das soothe D-St’s frayed nerves?Inflation will take centre-stage during the 3-day panel discussion in the backdrop of the recent surge in vegetable prices, particularly to...
09 Aug, 2023, 12.42 PM IST
11 Nifty50 stocks gave positive returns in 4 of the last 5 fiscals, which ones do you own?These are HUL, ICICI Bank, ITC, L&T, Britannia Industries, Mahindra & Mahindra, NTPC, UltraTech Cement, Coal India, Eicher Motors, and Indu...
30 Mar, 2023, 09.31 AM IST
Bharat vs India? Domestic-linked sectors seen outperforming export-linked ones in FY24“We remain cautious on the India IT services sector, overall. We believe there will be a significant divergence in the operating performanc...
29 Mar, 2023, 11.50 AM IST
ETMarkets Fund Manager Talk: Debt/balanced funds to outperform equity funds in near term: Rahul Bhuskute, Bharti AXACloser home, high inflation, led by food presents another challenge to the markets. With the Rabi crop already affected, the worry now is t...
29 Mar, 2023, 09.51 AM IST
ETMarkets Smart Talk: Decoding how US Fed rate hike will impact Indian markets: Rahul Bhuskute"In terms of India, any aggressive US Fed action will have direct and indirect consequences for our markets. The first impact is on the cur...
28 Sep, 2022, 09.11 AM IST
ETMarkets Smart Talk: FMCG, consumer discretionary & auto stocks likely to get hit by high inflation: Rahul BhuskuteInflation impacts the broader economy and so affects all sectors with varying degrees of intensity. Most impacted would be consumer-facing ...
10 May, 2022, 09.05 AM IST
JSPL's Crisil downgrade puts debt schemes like Franklin Templeton Mutual Fund in a spotDistributors said this downgrade could result in the NAV of these schemes dipping proportionate to their exposure to JSPL papers.
17 Feb, 2016, 12.10 PM IST