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REFLATION 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...
- Japan’s reflation trade: Foreign firepower, domestic cautionTokyo markets hit record highs as foreign inflows, corporate buybacks, and policy reforms fuel Japan’s reflation story. While retail invest...
- 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...
- Industrials, banks lift European shares as reflation trade heats upThe pan-European STOXX 600 was up 0.5 per cent, with industrials, banks and retail gaining between 0.4 per cent and 1.1 per cent.
- 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...
- 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 ...
- India and Philippines most vulnerable to repeat of taper tantrum of 2013: S&PRising inflation in recent months and below average real policy rates could imply quicker capital flight, prompting central banks in the tw...
- Dollar gains on reflation trade, Aussie recoversThe dollar has gained in the past few sessions as U.S. government bond yields jump on expectations that growth and inflation will increase ...
- Dollar languishes near three-year lows as Fed's Powell stokes reflation betsThe greenback sank to a fresh low against the Australian dollar, and held near lows set overnight against its British, Canadian and New Zea...
- Bond market reflation trade absorbs punch to extend 2021 advanceThe reflation trade took a brief pause after a government release on February 10 showed the pace of core consumer-price inflation was 1.4% ...
- 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.
- Treasury market’s bets on 2021 reflation face January reckoningBond traders have boosted expectations for inflation to near the highest in two years as they await an election next week.
- 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
- Rising commodity prices not a huge risk for inflation: R Sivakumar, Axis MFYou might see a rupee offset to global commodity prices if there is a global growth revival.
- 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.
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