Asianomics

Jim Walker of Asianomics is worried about the rising consumer prices and how they may affect the market. As consumer prices pick up, the policy makers, he said, will be forced to tighten policy while economic growth rises.

Budget 2017: Mkt unlikely to see lasting impact of Budget, says Chris Roberts

The Budget is not likely to have lasting impact on the index, believes Chris Roberts of Asianomics Group. The current uptrend will mostly continue irrespective of the Budget outcome.

Indices set for highs, old ceiling may become floor: Asianomics

BSE 500 was at an all-time high yesterday as the index jumped 1.5 percent to 12,036, and Chris Roberts of Asianomics expect to see an eventual doubling from the old ceiling which would see the index reach levels of 16,000-18,000.

'Dovish' Panagariya may cut rates twice if appointed: Asianomics

Sharmila Whelan, the deputy chief economist, Asianomics Group has a positive stance on Arvind Panagariya and expects two 25 bps interest rate cuts in the third and fourth quarters of FY17 under him.

India top mkt to invest, China overheated: Jim Walker

Jim Walker places India high up in his conviction list saying Indian equities will see unprecedented growth in next 5-10 years.

Worst over for Indian mkt; like ICICI Bk, DRL: Asianomics

Now since China has already seen a strong move, people would wait for consolidation to add further exposure there and would focus on India, says Chris Roberts of Asianomics.

Budget 2015-16: Capital, infra spend will be crucial, say Walker, Sanyal

Jim Walker is overweight on India on imporving corporate earnings and subdued commodity prices.

Tata Motors sheds 2%, China slowdown may impact JLR sales

Chinese market contributes 40 percent to JLR (the UK subsidiary of Tata Motors) sales. JLR had reported strong 17 percent volume growth over past 6 months in China.

Avoid cos with China exposure, more slowdown seen: Walker

Walker sees China's GDP growth slowing down to 3-4 percent in 2015

India inflation to drop at startling levels in 2015: Walker

Having concluded a 3-year consolidation phase, Jim Walker of Asianomics anticipates another 20-25 percent growth in Indian equities.

Overweight on India; Nifty to scale even higher: Asianomics

Roberts continues to be overweight on India and is quite confident that the market hasn't finished its bull run and there is a lot of potential to take it to a much higher level.

Bull run in India to continue till '18; buy now: Jim Walker

Economic growth going ahead will be dependent on government‘s reforms ahead, Jim Walker, MD, Asianomics said.

US market may fall 20%, see EMs breaking down: Asianomics

Roberts remains bullish on the US markets, but sees signs of a cyclical downturn. According to him, the US is going through a secular bear market.

How does Fed's decisions impact currency movements?

Jim Walker, Founder & MD, Asianomics explains how Federal Reserve move impact on different currencies.

How does Fed decisions impact emerging markets?

Jim Walker, Founder & MD, Asianomics has explained how emerging market got impacted due to Federal Reserve decision.

What does tapering mean?

Jim Walker, Founder & MD, Asianomics explains about the tapering exercise.

What is Federal Reserve's role?

Federal Reserve was concentrating on reviving the economy and the way that they tried to revive the economy was to cut interest rates and as we all know they have cut interest rates to zero, says Jim Walker, Founder & MD, Asianomics.

What was Fed's role in managing the Lehman crisis?

As Lehman Brothers collapsed trust in the system disappeared and every bank was scared to deal with any other bank, says Jim Walker, Founder & MD, Asianomics.

What is Federal Reserve?

Jim Walker, Founder & MD, Asianomics explains why the Federal Reserve is the most important central bank across the world.

Why is market more concerned about Fed than India?

Post Lehman crisis, market became more concerned with what was happening in the US rather than in India and that stays to this day.

Difficult to advise buying India, sell-off seen: Jim Walker

Foreign investors have a cautious stance on the Indian market, says Jim Walker MD, Asianomics. He would be a buyer in Sensex at 16,000 levels.

Food Bill, NREGS crazy notions in current times: Jim Walker

India really need is a sensible, responsible fiscal policy to shore up government finances and economies, inflation rate in the economy to cool down, says Jim Walker of Asianomics.

See no miracle Budget; FY13 growth to be weaker: Jim Walker

Jim Walker of Asianomics warns against holding high hopes from the government this Budget season.

Equities may retreat substantially in January: Jim Walker

Jim Walker, MD of Asianomics believes global investors will continue to remain focused on Asia, helped by the fact that credit conditions in China have eased considerably.

Have lost faith in govt's intention to help RBI: Jim Walker

According to Jim Walker of Asianomics, the fact that capital expenditure is not the factor driving growth in the country is a warning sign.