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...
13 May, 2026, 11.55 AM IST
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...
09 Apr, 2026, 05.24 PM IST
Muted Q4 awaits IT large caps as clock ticks slow on AI gainsForrestor expects tech services spending in the U.S to grow by 5.2% in 2026, and global tech services spending to grow at 4.6%, with the la...
27 Mar, 2026, 07.52 AM IST
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...
25 Sep, 2021, 09.57 AM IST
Reflation rethink sends bond markets into a spinPrices on US 10-year Treasuries have shot up, pushing yields down 8 basis points on Tuesday in their second biggest daily drop of 2021. The...
08 Jul, 2021, 11.07 AM IST
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...
21 Jun, 2021, 06.40 AM IST
Brace for new profit growth cycle, revenge spending, says HDFC MF’s Navneet Munot“Earnings growth will be driven by a strong tailwind from global reflation and a steady, broadbased growth cycle along with gains from inno...
14 Jun, 2021, 04.04 PM IST
India shouldn’t mistake 'reflation' for its ugly step-sister, says Morgan Stanley research“Don't mistake reflation for its ugly step-sister, Asia's policy rate normalisation is likely to be gradual,'' a research by Morgan Stanley...
17 May, 2021, 07.46 PM IST
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 ...
25 Mar, 2021, 09.57 AM IST
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 ...
01 Mar, 2021, 10.50 PM IST
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% ...
14 Feb, 2021, 12.49 PM IST
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.
06 Jan, 2021, 06.54 AM IST
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.
06 Jan, 2020, 03.11 PM IST
Rupee weakening on relapsing macro vulnerability: Will it slow down growth?It is concerning that the current account deficit (CAD) spiked to 1.9 per cent of GDP in FY18.
20 Jul, 2018, 09.12 PM IST
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.
26 May, 2017, 08.04 PM IST
Global bond yields to rise in 2017: BlackRockChina's factory-gate inflation jumped to the highest since late 2011 at 3.3% in November.
15 Dec, 2016, 12.44 PM IST
- Recovery? Excess liquidity reflating commodity prices
The concerted actions of policymakers to revive the global economy are doing more to reflate asset prices than lift economic growth. Top 5 ...
09 Nov, 2009, 11.20 AM IST