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Ravindra Rao

Head - Commodity Research

Kotak Securities

Ravindra V Rao is the Head - Commodity Research at Kotak Securities. Immediately prior to Anand Rathi Commodities, Ravindra was Heading Research at Motilal Oswal Commodity Broker Pte. Ltd. – one of the leading broking firms in India.His experience extends to precious metals, energy, industrial metals and agriculture markets across all instruments and related asset classes. He has worked on a wide range strategies including fundamentally driven commodity investment strategies as well as technical strategies. Ravindra is a prominent media speaker on commodities market. Ravindra has a MBA Finance from Mumbai (India) University.

Can rising commodity prices make global central banks rethink their policy?

BUSINESS

Can rising commodity prices make global central banks rethink their policy?

If commodities continue to trade higher, inflation concerns may strengthen further, fueling debate about how long central banks can continue with loose monetary policies

Sideways trade may continue in COMEX gold, $18,00 key level: Ravindra Rao

BUSINESS

Sideways trade may continue in COMEX gold, $18,00 key level: Ravindra Rao

Until the broad range of $1,745-1,800 is penetrated, sideways trade in gold may continue in the near term.

Focus in commodities market to be on economic data, US stimulus plan

BUSINESS

Focus in commodities market to be on economic data, US stimulus plan

Rising commodities, especially fuel and food prices, will rekindle inflation concerns dampening risk sentiment.

Here is why agri commodities are expected to fall further

BUSINESS

Here is why agri commodities are expected to fall further

Many agricultural commodities - like oilseeds, edible oils, spices, pulses - recently hit multi-year highs on hopes of revival in demand during festival and marriage season against a supply constrain.

Commodities move out of somber on back of US dollar, but challenge of rising COVID-19 cases remains

BUSINESS

Commodities move out of somber on back of US dollar, but challenge of rising COVID-19 cases remains

Commodities have benefitted from the optimism about the US economy on the back of some upbeat economic readings.

'Commodities may struggle to gain momentum unless US dollar corrects significantly'

BUSINESS

'Commodities may struggle to gain momentum unless US dollar corrects significantly'

The US currency has been edging up benefiting from rising bond yields

Still too soon to call an end to gold's bull run, this may just be a pause: Ravindra Rao of Kotak Securities

BUSINESS

Still too soon to call an end to gold's bull run, this may just be a pause: Ravindra Rao of Kotak Securities

The pandemic crisis is far from over and large-scale vaccination may take time. The recovery seen in the global economy in the last few months is largely dependent on the virus situation as well as government stimulus measures.

Commodities continue to sway to bond yields, developments on virus front

BUSINESS

Commodities continue to sway to bond yields, developments on virus front

The surge in bond yields and thereby gains in the dollar have pressurised commodities, which gained following the nod to the $1.9-trillion US stimulus package and an accommodative stance of global central banks.

Commodities remain volatile as focus is on bond yields: Ravindra Rao

BUSINESS

Commodities remain volatile as focus is on bond yields: Ravindra Rao

The next key event that could determine the trend in bond yields is the Fed Reserve meeting on March 17. The Fed has acknowledged rising yields as a concern but has stopped short of taking any measures.

Cotton prices may take a breather after 9 straight months of rally: Ravindra Rao of Kotak Securities

BUSINESS

Cotton prices may take a breather after 9 straight months of rally: Ravindra Rao of Kotak Securities

Demand from domestic millers is reported to be limited at such higher price levels, which may keep Cotton prices under check in coming few weeks.

Rising bond yields could continue to threaten commodity market: Ravindra Rao of Kotak Securities

BUSINESS

Rising bond yields could continue to threaten commodity market: Ravindra Rao of Kotak Securities

Bond yields have continued to rise even as central banks have maintained that accommodative monetary policy may remain in place.

Trend in US dollar may continue to decide direction of commodities

BUSINESS

Trend in US dollar may continue to decide direction of commodities

In the near term, market focus will be on how soon US stimulus is approved as well as economic data from major economies.

US stimulus plans, COVID situation to dictate commodity prices next week: Ravindra Rao of Kotak Securities

BUSINESS

US stimulus plans, COVID situation to dictate commodity prices next week: Ravindra Rao of Kotak Securities

Liquidity may take a hit as Chinese markets are closed for Lunar holiday from February 11-17.

Budget 2021 | Changes in customs duty may affect commodity prices: Ravindra Rao of Kotak Securities

BUSINESS

Budget 2021 | Changes in customs duty may affect commodity prices: Ravindra Rao of Kotak Securities

For the commodities market, there has been no change in commodities transaction tax. We have however seen few changes in customs duty which may affect commodity prices.

Commodities to struggle for direction amid China, virus uncertainties

BUSINESS

Commodities to struggle for direction amid China, virus uncertainties

Overall, the undertone for commodities remains positive but the momentum has halted for want of positive triggers.

Six expectations from Budget 2021 for Commodity market by Kotak Securities

BUSINESS

Six expectations from Budget 2021 for Commodity market by Kotak Securities

The focus of Budget 2021-2022 could be largely to mend the economy and boost growth and fight inflationary pressures. While the economy came under pressure, the commodities market was also not left unaffected.

Fed's stance to determine direction for US dollar, commodities

BUSINESS

Fed's stance to determine direction for US dollar, commodities

With rising virus cases, uneven economic recovery and low inflation, there is little reason for the Fed to change its monetary policy.

New coronavirus strain, US-China tensions will test commodities

BUSINESS

New coronavirus strain, US-China tensions will test commodities

The dollar index has been on a downslide and with stimulus expectations and worsening virus situation in the US, the general outlook remains weak.

Commodities set to end the year with a mixed bag of hope and uncertainty: Ravindra Rao

BUSINESS

Commodities set to end the year with a mixed bag of hope and uncertainty: Ravindra Rao

While the overall undertone is still positive, virus concerns are far from over and unless the outbreak is controlled, risk may persist.

Commodities continue to hit fresh multi-month highs on US stimulus hope, weak dollar

BUSINESS

Commodities continue to hit fresh multi-month highs on US stimulus hope, weak dollar

The trend has remained positive with markets seemingly replicating the qualities of mythical sword of Gryffindor – taking in only what makes it stronger.

Commodities register cautious gains amid increasing challenges

BUSINESS

Commodities register cautious gains amid increasing challenges

One of the major reasons for the rally across asset classes in the last few months has been the huge influx of monetary inflows as central banks cut interest rates and infused liquidity to boost growth.

Hopes of US fiscal stimulus, weaker dollar lend support to commodities this week

BUSINESS

Hopes of US fiscal stimulus, weaker dollar lend support to commodities this week

For the week, gold and silver metals are poised to end on a higher note after noting decline for past three consecutive weeks.

'OPEC unlikely to take aggressive measures given sharp rise in crude prices, progress on vaccine front'

BUSINESS

'OPEC unlikely to take aggressive measures given sharp rise in crude prices, progress on vaccine front'

Crude is running too hot as we move towards the next big event which is the OPEC and allies meeting on November 30-December 1.

Commodities on shaky ground as vaccine progress counters surge in virus cases

BUSINESS

Commodities on shaky ground as vaccine progress counters surge in virus cases

On the whole, commodities have generally reacted positively to vaccine progress, however, the gains are unlikely to persist if the virus situation continues to worsen.

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