Policy Action

Credit Policy - No expectation of rate cut this time: CARE

CARE Ratings has come out with its report on the expectations from the credit policy to be announced on February 3rd 2015. "Since there has been no new development in the economy between the earlier rate cut announced and the policy date, there is no expectation of a rate cut this time", says the report.

Need urgent policy action to boost growth: Kotak Mah Bank

Nitin Jain, principle investment manager, Kotak Mahindra Bank says he will buy paint stocks given the fall in oil prices as well as consumer durables.

Draghi under pressure of his own making to deliver stimulus

Draghi ramped up expectations for Thursday's ECB meeting when, departing from his speech text, he told the Jackson Hole central bankers' conference on Aug. 22 that markets had indicated inflation expectations showed "significant declines" in August.

Rupee can head to 70/$ if policy mishaps continue: CLSA

Failure on the part of the government and RBI to take appropriate action at the right time has led to the rupee's depreciation. And if the policy mishap continues, then the rupee will head to 70 per USD.

Downgrade based on rupee fall: JPMorgan

JPMorgan downgraded India to neutral on the back of rupee weakness. But policy options to counter the depreciating rupee are rather limited. Ballooning current account deficit to cut deep

July 4: European Central Bank's independence day?

The European Central Bank's decision to keep rates lower for an extended period has sent a strong message to the markets. Economists are of the opinion that the ECB's decision to provide forward guidance has come after 14 years of committment anxiety.

Monetary Policy: RBI may not cut rates on May 3, says CARE Ratings

CARE Ratings has come out with its report on industrial growth in February 2013. According to the rating agency, The manufacturing sector registered a growth of 2.2 percent in the current month backed by a significantly high growth of 73 percent on electrical machinery.

Policy action in March depends on WPI data: CARE Ratings

CARE Ratings has come out with its report on IIP growth in January 2013. According to the rating agency, the industrial output expanded for the first time in three months in January. The Index of industrial production (IIP) for the month of January came closer to CARE‘s own estimates of 2.8%.

Policy action needed to fill demand-supply gap: RBI

The Reserve Bank has said that policy interventions are necessary to bridge the demand-supply gap and bring down inflation on a sustained basis. "In order to bring inflation down on an enduring basis and anchor inflation expectations there is a need for policy action on several fronts.

More reforms seen in Telangana, power sector: Anand Rathi

Following the government‘s stance on moving ahead with its policy action regardless of the political turmoil, Praveen Chakravarty of Anand Rathi Financial Services believes that we will continue to see some bold moves in terms of reforms.

Mkt to move to 5800 post small consolidation: Nirmal Bang

A bearish Mehraboon Irani tells CNBC-TV18 that a surge in liquidity could help take the Nifty as high 5,800 in the coming few months.

Q2 to be worse than Q1 due to delayed reforms: Adi Godrej

Adi Godrej, president of the CII and chairman of the Godrej Group, believes the falling business confidence is due to the lack of policy action from the government.

Excess liquidity, FinMin action to fuel rally: PN Vijay

Despite the disappointments last week, there were no signs of a risk-off trade today. But how long can this buoyancy continue?

Market Cues: Nifty buckles up for action-packed week

As we head into this action-packed week, the view is that equities are going to remain highly volatile due to the RBI's monetary policy review and ongoing corporate earnings.

Lack of bullish reforms to weigh down mkt: Angel Broking

Rajen Shah of Angel Broking isn‘t too confident of the government taking confident steps or delivering bullish reforms.

Mkt's next move dependent on policy action: Envision Cap

Nilesh Shah, MD & CEO of Envision Capital, believes the market's next move is dependent on action from the government.

Market Watch: Reasons why Nifty can hit 5600 in a month

Experts believe a strong gush of liquidity and optimism could push the Nifty to 5600 in a month.

Jolly July: Policy action, global cues to boost mkt by 5-6%

Exerts believe that positive policy action from the government, low prices of crude oil and a strong dollar-rupee could boost the market another 5-6% in July.

Oil rises to USD 99 on stimulus hopes, Iran

Oil rose to USD 99 a barrel on Tuesday as investors bet on further policy action to support global economic growth and tension over Iran and a strike in Norway kept oil supply concerns in focus.

Rupee to depreciate further: CLSA

With the rupee plunging to fresh record lows, foreign brokerage CLSA says India's current macro settings have quite a few similarities to the situation in 1991 but the recovery this time will be much tougher, reports Sajeet Manghat of CNBC-TV18.

RBI to cut rates, but size of cut to moderate in FY13: CLSA

CLSA's senior economist, Rajeev Malik, tells CNBC-TV18 that RBI is not going to be dovish in the upcoming policy meet on April 17. He expects RBI to deliver a rate cut this time. Speaking to the channel, he says that the market will however have to scale down expectation of the quantum of rate movements in FY13.