Macros

The good news is that India’s economy is in good shape amid gloom in some other large economies

Will the Indian markets rally, post Budget 2023?

Market valuation in absolute sense is not too expensive compared to past budget periods

Budget 2023 | Edible Oil And Wheat Producers' Key Expectations From FM Sitharaman | Macros & Markets

The government will present its last full budget on February 1 before going for the general election in 2024 and as we come out of the 3 years of the pandemic, the focus is expected to completely shift from support and recovery to growth. In the run-up to the Budget, we present you the MC Macros & Markets, where we list key expectations of various players from the commodities markets, such as cotton, wheat and edible oil. Also, what do the macros and markets expect from for FM Sitharaman from the upcoming Budget 2023? Let’s find out.

Macros have the knives out for Dr Copper in 2023

If the global economy is headed into a recession or a deep slowdown, then copper’s outlook will dull. But a corner of the copper market is still wearing a smile

Inflation pipelines swelling as a long period of global macro instability begins

The RBI’s sanguineness on inflation (negative real rates) suggests it considers India an exception to this trend 

Microsoft will block VBA macros on all Office apps

Macros are powerful automation tools, that have been abused by hackers to deliver malicious software

Earnings justify market rally, but risk is in the macros

Valuations remain high. Bond yields could cap market valuations

How did Japanification of economy become a bad word?

As the 2008 crisis struck, one problem developed countries faced was to avoid another Great Depression. They managed to duck it, but soon realised that they could resemble Japan

Doubts blur post-unlock recovery amid whiff of inflation

The levelling off recovery on reopening calls for concerted containment efforts, and policy clarification

Editor's Take | Are Indian macros and markets going to slip on oil spill?

Vaibhavi Khanwalkar chats with Moneycontrol's Deputy Executive Editor Ravi Krishnan to find out how the rise of the oil prices will affect India.

Opinion | Indian stocks are just playing catch up, Modi’s return irrelevant to markets after elections

Things haven’t changed much fundamentally on the ground. Indian indices still trade at 18 times one-year ahead earnings – marginally higher than at beginning of the year – although the valuation premium with respect to other markets has come down.

Decoding Modinomics Part 4: How India fared on macros under Modi

With the government set to announce Budget 2019-20, watch experts delve deeper into the Modi government’s performance.

Market likely in a dead zone; macros to improve if oil prices cool off: Sanjeev Prasad

The challenge in the last 12-24 months has been that the good quality names continue to be expensive and haven't really corrected, Sanjeev Prasad of Kotak Institutional Equities.

Fed's Dec meeting: Market not factoring Fed projections for 3 rate hikes in 2018

Should markets catch up with Fed's expectations as they did in 2017 when owing to higher yields in US, fund flows headed back?

DIIs in risk-off mode; see leadership coming from banks: Sanger

Arvind Sanger of Geosphere Capital is not sure whether the selling in the Indian market is done for now, though he feels it is more panic-selling since India's macros are rather stable and it is earnings (including Q3) that is not showing enough momentum

Don't see mkt going anywhere now; like Bharat Forge: Dipen

The world is slowing down and the US Federal Reserve is perhaps going to hike in December, so the markets will perhaps go nowhere for a while and that is okay, says Dipen Sheth of HDFC Securities

Nifty to see 8200 soon; buy Mahindra Holidays: Baliga

Independent market expert Ambareesh Baliga says the marginal rally should be used to sell and not buy as he believes the market does not have any trigger to see higher levels.

Maintain 32500 yr-end Sensex target; bet on industrials: MS

Ridham Desai, Managing Director, Morgan Stanley continues to remain bullish on equities and says the correction has given a good entry point to investors. He says the Indian market is still in a bull phase and the ongoing correction is a part of the bull market correction.

Mkt attractive at 8250-8300; like banks, autos: Edelweiss

Vikas Khemani, CEO of Edelweiss Securities believes the earnings season does not hold much upside triggers for the Nifty.

'India best placed in EM macro vulnerability matrix'

The domestic firm said that the improvement in India's economic fundamentals have accelerated in FY2015 with the combined impact of a strong Government mandate, RBI's inflation focus supported by benign global commodity prices.

L&T margins to improve in H2FY15; positive on co: Kotak

Sanjeev Zarbade of Kotak Securities says though L&T delivered a mixed set of numbers for the second quarter of FY15, he continues to recommend investors to buy the stock on every dip. He explains that any improvement in macros will provide positive cues for the company.

See near-term rupee stability; 62/$ by 2015-end: HSBC

While the rupee has appreciated to comfortable levels of 60 against the greenback, it may see slightly depreciated levels of 62 by 2015-end, says Dominic Bunning, associate director- Forex Strategy, HSBC.

NPLs slowly stabilising, says Bk of Baroda's Mundra

In an interview to CNBC-TV18, SS Mundra, chairman and Managing Director, Bank of Baroda (BoB); Ramraj Pai President, business head-large corporates, CRISIL Ratings and Srinivasan Varadarajan, executive director, Axis Bank discuss the state of road , power projects and how far this move will go to prevent bad assets.

Mayaram meets FIIs to sell India growth story, reforms

The reform process is irreversible and the government will continue financial sector reforms, Economic Affairs Secretary Arvind Mayaram told FIIs, according to sources.

See macros improving; 59-61/$ FY14-end target:India Ratings

In an interview to CNBC-TV18, Devendra Kumar Pant, Chief Economist, India Ratings & Research spoke about rupee where he has an optimistic view and he does expect the rupee to appreciate to levels of around 59 to 62