Bank investments in government securities has soared
Equity investment is a high-risk instrument but the risk can be lowered if an investor invests in low volatility stocks
India's economy may grow at a slightly slower pace of 7.4 per cent this fiscal amid weaker global demand and risk aversion, says an HSBC report, flagging "methodological concerns" in computation of official GDP data
Vaibhav Sanghavi of Ambit Investment Advisory is a very bullish on the domestic oriented industries like cement, consumer durables, and if the monsoons are good then he would also look at farm equipment, agro chemicals spaces.
As far as the commodities market go, Robert Parker of Credit Suisse says the base for Brent is just below USD 40 per barrel. He also adds that India is benefitting from lower commodity prices
Onto specific macros, Mark Matthews of Bank Julius Baer says that lower commodity prices are a positive for India and China. Furthermore, he feels India remains a great story and given its strong demographic and consumer story.
Jim O'Neil, former chairman of Goldman Asset Management Company says IMF is also predicting that the world economy will grow at 3.8 percent next year, which is not getting enough attention.
With the outlook for US monetary policy up in the air, dealers were reluctantly conceding attention to the budgetary antics going on in Washington.
Mecklai graph of the day - The ongoing global uncertainty and particularly the Euro zone crisis seems to have created a Global rush for safer assets and hence have helped the 10 year yields on US, German and Japan government bonds to uncharted lows.
Even good US economic data can’t get the dollar going higher.
John Woods, managing director and chief investment strategist, Citi Private Bank tells CNBC-TV18 that the risk appetite of investors across the globe has dimmed largely due to rising uncertainty in the eurozone.
Even though the Indian equity market has been an underperformer in 2011, Seth Freeman, chief executive officer of EM Capital Management has a very positive long term view on India.
The rupee posted its biggest weekly fall in more than 15 years on Friday on heightened risk aversion amid the possibility of a recession in the developed world, even as it rebounded from a 28-month low on suspected intervention by the central bank.
RBI’s monetary policy announcement today is going to be a determining factor for the market. Rahul Chadha of Mirae Asset Management expects a 25 basis points (bps) hike because of high inflation levels.
Nilesh Shah, MD & CEO, Envision Capital jons CNBC-TV18 to give his views on market performance for the day. Ahead of Infosys results, the Nifty is likely to be impacted by the slowdown in the global markets, he says.
Gold rose back above USD 1,500 an ounce in Europe on Tuesday, recovering in line with oil prices as expectations that Greece's debt crisis may be contained tempered risk aversion, and as the euro regained some ground.
Arnab Das, managing director of market research and strategy, Roubini Global Economics joins CNBC-TV18 to discuss issues ailing the global economy.
Vikram Akula is confident of a revival in collections and says that in 18 out of 19 states, outside of Andhra, loan repayment have been to the tune of 96%.