Quantitative Easing (qe)

Moneycontrol Pro Panorama | QE faces a big question mark

In today’s edition of Moneycontrol Pro Panorama: Monetary policy dilemma, Jackson Hole meet, The Eastern Window, Monsoon Watch, Trent’s brand play, Eicher hits a bump, Cadila in vax sweet spot, ESG backlash and more

Fed maintains accommodative stance – a temporary sigh of relief for markets

While the Fed reassured markets that it won’t raise the federal funds rate, the biggest issue is the markets still have doubts about inflation given strong growth and the big stimulus package

Prefer non-India stories; cautious on telecom, upbeat on IT: Neelkanth Mishra

What matters is how we position within the market and in that our call though it has not worked in the first 3-months this year is to prefer the non-India stories and be underweight on the India stories, says Neelkanth Mishra, MD & India Equity Strategist, Credit Suisse.

BoJ policy may create favourable backdrop for EM flows: Pros

With growth remaining challenged in developed markets and central banks staying put, it would create a favourable backdrop for EM fund flows, says Arvind Sanger, Founder and Managing Partner, Geosphere Capital.

Indian govt needs to focus on structural challenges: Sanger

Arvind Sanger of Geosphere Capital expects FM to make commitments towards handling structural challenges with regards to power shortages and banking.

Rabobank sees reforming EMs drawing ECB QE:Advantage India?

The expectation is that ECB in today's meeting is likely to unveil bond buying programme to the tune of 50 billion euros per month. But the move will not start a rally in Europe. Instead emerging economies undergoing reforms will see good amount of gains from the QE money.

Europe court backs ECB bond-buying program

The European Court of Justice (ECJ) on Wednesday said that the Outright Monetary Transactions (OMT) bond-buying program -- commonly seen as a predecessor to QE -- was compatible with treaty provisions and was in line with European Union law, as long as certain conditions are met.

Fed to end QE; India looks attractive amongst EMs: Experts

According to Christopher Palmer, Henderson Global Investors Fed will stick to announcing the end of quantitative easing.

Fed rate hike to trigger 5-7% correction in EMs: UBS

Geoffrey Dennis of UBS feels, the outperformance of the Indian market may be coming to an end but does not expect it to underperform going ahead. At present the house is neutral on India.

Fed in no position to pull plug on QE yet: Blackhorse AMC

For all its talk of cutting back on the monetary stimulus, the US Federal Reserve may be in no position to end its monthly bond purchases in 2014, feels Richard Duncan of Blackhorse Asset Management Co.

This is the ECB's biggest task for 2014: Soc Gen

"The first major objective is to implement the banking union. [The ECB] should not underestimate the operational challenge, which is to create a new regulator [and] recruit close to 1,000 people," OudÃ©a told CNBC late Wednesday.

See new highs for market in 2014; FII flows may dip: Dalton

UR Bhat of Dalton Capital Advisors sees the RBI hiking rates twice by March, and he sees inflation continuing to be a concern

Sharp mkt correction unlikely; upbeat on pharma, IT: IIFL

H Nemkumar, IIFL believes the best performing stocks are from tech and pharma sector because these are the sectors where earnings momentum is reasonably strong and earnings upgrades too have taken place.

Mkts entering period of high volatility: SocGen

In an interview to CNBC-TV18, Patrick Legland, Global Head of Research, Societe Generale spoke about US debt situation, Fed tapering, and global market cues.

India gets time to tackle deficits on Fed move: HDFC AMC

If diesel prices are increased significantly then fiscal worries will abate to a large extent, says Prashant Jain, Ed & Cio, HDFC Asset Management.

Macquarie lowers Ambuja Cements' target price to Rs 137/sh

Macquarie Capital Securities sees a steep downside for Ambuja Cements stock after the deal with Holcim.

EMs fundamentals weak; overweight on US, Japan: Finaport

Fundamentals of most economies including emerging markets are not favourable at this point but if tapering is delayed to the end of this year, or start of 2014, it would be slightly positive for EMs from money flow perspective, believes Hans Goetti.

Bernanke seems schizophrenic; tapering by Sept: Eastspring

The trend in the US Labour market suggests the Fed is probably on track for a September tapering of its quantitative easing programme, says Nicholas Ferres of Eastspring.

Expect small rallies; Fed minutes to cheer EMs: Udayan

The SGX Nifty is up quite a bit and the global markets too are doing better. The US too was flat yesterday but the minutes of the Fed meeting could surely help emerging market equities says CNBC-TV18‘s, managing editor, Udayan Mukherjee.

Nifty unlikely to go beyond 5900; see US outperform: Udayan

India seems to be facing the possibility of sluggish inflows, and the possibility of crude going up.The global picture too seems to be quite mixed and murky which may come in the way of emerging market equity performance.

Ease of entry & exit for foreign investors vital: StanChart

To attracting foreign investment one needs to position yourself as an attractive investment destination for the future, on a long-term through the cycle basis, says V Shankar of Standard Chartered.

Fed tapering? Here's why it may not happen

Viktor Shvets, head of Asian strategy at Macquarie Securities Group, said the US economy is unlikely to improve enough to allow the Fed to stop pumping in liquidity.

India still looks good on dollar-adjusted basis: Edelweiss

Based on their interaction with foreign institutional investors (FIIs) at the Edelweiss Agri-Conference, he does not think FIIs will continue to sell majorly in the near future unless global emerging market (GEM) flows as a structure, category or asset class reverse.

See $2-3bn outflows in a month; Nifty may hit 5200: Kotak

Kotak Institutional Equities expects to see rupee at 62 to the dollar. A further fall is imperative because Reserve Bank of India (RBI) has very few options to stem the rupee fall.