Risk Assets

The Indian markets over-reacted to the HDFC earnings disappointment, indicating that other, deeper, factors were behind the sell-off 

Mudra reports Rs 66 cr net profit in first year of operation

The company's disbursals stood at Rs 3,287.25 crore against a sanction of Rs 3,733.25 crore to 16 banks, and 25 NBFCs and MFIs, he said.

Polls galore on Fed action: What does it mean for India?

News agency polls show a small majority expect a hike; CNBC CFO poll shows less than 25 percent expect a hike; CME Fed Funds Rate Futures likewsie shows expectations of a hike are at around 22 percent

Risk assets hit as US, China data stirs recovery worry

Risk assets from commodities to Asian shares slid on Monday as weaker-than-expected US and Chinese data raised concerns about the global economic outlook, prompting investors to book some gains from recent market rallies.

Will fascination for gold cease in 2013? Find out

On CNBC-TV18‘s special show Indianomics, Satyajit Das, derivatives and risk management expert and author of 'Traders, Guns and Money' highlights the reason for increasing demand of gold and the factors affecting its price. “It is behaving as a currency.

Bullish on risk assets, France can outperform: Julius Baer

Mark Matthews, head of Asia Research, Julius Baer told CNBC-TV18 that the environment remains bullish for risk assets.

France rating cut rekindles eurozone fears

A powerful rally that saw global equity markets experience their best day for weeks coupled with gains for other risk assets, shuddered to a halt on Tuesday as concerns about the eurozone resurfaced.

Rupee higher; awaits June factory data

Rupee opens higher tracking gains in risk assets in Asian trade. Pair at 55.21/22 versus 55.42/43 Wednesday local close.

Rupee below 54 to dollar, RBI watched

The rupee fell below 54 to the dollar on Wednesday after risk assets continued to be beaten down on worries about the future of the euro zone after Greece failed to form a government.

FIIs opt to stay on sidelines due to choppy mkt: IG Markets

Justin Harper of IG Markets believes investors are withholding from buying risk assets currently because of the choppy behaviour of equities.

Wall St up on euro zone yields, earnings bets

US stocks edged higher in early trading on Thursday as concerns about rising yields in some euro zone countries eased and on bets corporate America will beat a lowered bar of earnings expectations.

Investor risk appetite low at back of Euro zone fears: RCM

As the India currency is on a downward drive, any hopes of investors coming back can possibly be done away with. In an interview to CNBC-TV18, Mark Konyn of RCM shares that investors are pulling back from particularly those economies that see a little bit stress, due to domestic inflationary problems or any other growth concerns.

Inflation sole enemy in emerging markets: JPMorgan

Ever since the US Federal Reserve made its statement last night, risk assets have seen a boost. Indian equities were in the green today after almost five days of trading in the red. According to Sunil Garg, Head of Asia-Pacific Equity Research at JP Morgan, the Fed’s statement has calmed nervous markets.

Global cues aiding rally; go stock specific: Ridham Desai

With the earning season around the corner, everyone is waiting to see if the results will further boost the market or pose a hurdle. Ridham Desai of Morgan Stanley believes that this earning season will be widely dispersed, with global cues aiding the risk asset rally. He goes on to talk about the mining bill and its impact on companies.

EMs to keep swimming in circles, no deep correction for now

Tim Condon, Head of Research, Asia, ING Financial Markets in an interview on CNBC-TV18 says China’s macro policy heavily tilts towards growth. He forecasts a10.2% growth for China this year, nearly a percentage point jump above consensus.

H2 for EMs to be stronger if inflation is lower: ING Fin

RBI has been slightly behind the curve in raising interest rates, feels Tim Condon of ING Financial Markets. Condon also expects emerging European markets to do well post their underperformance in 2010. He said, EMs will have a better second half if inflation is lower in H2.