Fed Tapering

Fed Funds futures are pricing in a 75 bps hike in one of the meetings till September

Explained, the US earnings season

In 2021, earnings have accounted for the lion’s share of S&P 500's total return

Mohamed El-Erian writes: Bond sell-off is a warning to the Fed

The longer central bank ‘tapering’ is delayed, the more the risk of a disruptive markets move

Sensex weakens further; L&T, ICICI Bank, HDFC slip 2%

Nomura says, "Lupin has one of the best US generics pipeline that can present upside risk to estimates. This has been a key argument for positive view on the stock."

Wall Street ends flat; falls for week with eyes on Fed

In a bullish signal, the S&P 500 closed on Friday right above 1,775 - considered a technical support level. At less than 2 percent below its record closing high, the S&P 500's pullback for the week shows no signs of investor panic, traders said.

Sensex falls 246 pts, shuts sub 21000 on taper fears

Investors will remain worried till the direction from RBI policy and Federal meeting due next week; hence, the new highs are unlikely in near term, feel experts.

See short-term upswing before focus shifts to taper: Advent

“I think the 2014 election is going to be decided between the ages 18 and 30 and not by over 30 years of age. I think they will decide who forms the next government,” said KR Bharat of Advent Advisors.

FIIs to watch poll result before investing in India: Expert

On the timing on the Fed tapering, Mark Matthews, Bank Julius Baer, says the easing of the bond buying program should happen next year as the US economy is recovering.

Mkt to correct in medium-term; bullish on banks: Edelweiss

According to Vikas Khemani, the market is likely to consolidate and correct in a narrow range in the next couple of weeks due to lack of any major triggers. Going forward, as the market enters this corrective phase he believes banking and financial services will have good buying opportunities.

Sensex slips for 4th straight day; HDFC dips 4%, L&T up 2%

Apart from profit booking, Fed tapering fears also hit the sentiment today across the globe, feel experts. Globally all eyes are on US jobs data after stronger-than-expected GDP data for third quarter, that may hint early reduction of fiscal stimulus.

See rupee down at 65-66/$ next year: HSBC

The oil swap window provided by RBI is not going to last forever and there is a rising concern that there will be more residual dollar demand in the market from oil companies and that domestic factor is of key importance to the rupee, says Dominic Bunning, Associate - FX Strategy, HSBC.

Nifty slips below 6200; Wipro loses 6%, SBI & GAIL up 3%

The recent rally in Indian equity market is all thanks to Fed deferring quantitative easing (QE3) and a global markets rally, says Jitendra Sriram, managing director and head of research, HSBC India.

Period of good results over; more mkt uptick unlikely: HSBC

Speaking to CNBC-TV18 on his outlook for the economy and market, Jitendra Sriram, managing director and head of research, HSBC India, believes the second half of the earnings season will be a dampener as the IT companies and private banks have already reported strong numbers.

Mkt celebrating liquidity, hope of Modi as next PM: Udayan

Foreign institutional investors have bought more than Rs 4,400 crore worth of equity shares in cash market this week, including Rs 1,753 crore provisional figure of Friday‘s session and this is what is driving the Indian market, believes Udayan Mukherjee.

Nifty closes above 5850; Fed tapering eyed, IT surges 2%

Economists globally believe monthly bond purchases may be reduced by about USD 5-15 billion from current USD 85 billion despite whatever the economic data is.

RBI may not scale back liquidity measures in Sept: Barclays

Guidance given by the new RBI governor would hold a lot more importance than any change in existing measures, says Rohit Arora,Rohit Arora, EM Asia Rates Strategist, Barclays, Barclays.

EMs see best weekly inflows in over 30 weeks

Data points at secular inflow of money into equity markets. For the week ended September 11, equity funds saw inflow of USD 14.3 billion. A lion‘s share of that went to developed markets with a total inflow of USD 11.7 billion.

Lighter tapering may appreciate rupee to 61.5/$: StanChart

According to Agam Gupta, if the quantitative easing tapering is on the lighter side then rupee may appreciate from its current levels.

Syria, US payrolls divide oil market sentiment

About half of those polled - nearly 46 percent, or 11 out of 24 - believe prices will gain this week while the exact same number said prices will fall.

See growth falling in Q2 FY14 as well: HSBC

Speaking to CNBC-TV18, Leif Eskesen, chief economist, HSBC says the recent steps taken by the RBI to tighten domestic liquidity will lead to an increase in the funding cost and the probability of a slowdown in growth.

India not in financial crisis yet: Mark Matthews

Mark Matthews, Bank Julius Baer & Co told CNBC-TV18 that India is not in a financial crisis yet. However, overall he thinks EMs have clearly lost their sheen and will continue to underperform.

Rupee may hit key resistance level of 63/$ soon: HDFC Bank

Global cues will trigger rupee fall today. He sees the rupee touching 63 against the dollar in a week or a month‘s time.

Market facing onslaught of QE tapering: Roubini

The Indian rupee on Friday extended losses to touch a record low of 62 per dollar after RBI took further steps to curb rupee volatility on Wednesday.

Is the worst over for risky assets?

With investors coming to terms with the possibility of the US Federal Reserve tightening its monthly bond buying programme, questions are being raised whether EMs have moved on and the worst may be over for risky assets.

Week that was: Q1 Nos, RBI policy, reforms and a new state

Here's all that made headlines in business world this week.