Reseñas

I think we keep getting this kind of block deals in the market and no doubt the size over here is a bit higher. But I think if the pricing is good there is enough appetite amongst the institutional investors and also some of the HNIs.

We are getting late in the day historically and interest rates are rising because of inflation. We have printed staggering amounts of money and whenever you print huge amounts of money you have inflation and when we have inflation you have higher interest rates and higher interest rates are usually Continue Reading

S&P BSE Sensex fell more than 200 points while Nifty50 closed below 18,700 levels on Tuesday.

It is extremely difficult to call the market at any point of time. About 80% or more global managers do not beat the benchmarks for this reason. And many of those who do, are at times lucky but are not able to do that on a sustainable basis.

Stocks that were in focus include names like Bank of India which was up nearly 5%, Union Bank of India which gained over 6%, and RCF which was up over 3% on Tuesday.

​​“Although we think SBI remains the best state-owned bank, we see potential for notably higher stock returns in BOI and BOB due to much cheaper valuations,” said Morgan Stanley in a client note.

In a detailed presentation on the world economy at the ongoing G20 Sherpa meeting in Udaipur, seen by ET, the IMF cautioned that high-frequency indicators point to a weakening global growth momentum in the fourth quarter and sought measures to support growth.

The National Asset Reconstruction Company’s (NARCL) bid to take over the debt of the twin Srei Group NBFCs is being questioned by some bankers who believe the government-backed bad-loan aggregator, instead of competing with other funds to take over companies, should focus on its mandate: Consolidate bad loans from banks.

RBI had hiked repo rate by 50 basis points thrice after the 40 bps initial hike to start the tightening cycle in April

India’s outperformance this year arises to a large extent because of North Asia getting pulled down by the twin forces of developed market demand retrenchment, which we are still in the midst of it. India and some of the pockets of South Asia ‘under-outperformed’ rather over the past almost 16 Continue Reading