The current period of monetary tightening and FII flows is different from similar historical periods. Not only did the market hold up better to tapering and outflows, but we also see a reversal in relative returns of large and mid-caps
FM Sitharaman in an exclusive conversation with Network 18 spoke about the government and RBI's response to the decisions being made by the US Fed.
No volatility is expected, thanks to strong external fundamentals of the Indian economy
In today’s edition of Moneycontrol Pro Panorama: Zee’s screen test, Chart of the Day, the road to taper and lift-off, Evergrande and bad loans, and more
Nine officials on the FOMC now expect a US rate increase next year, up from seven officials in June
Is the Fed chair a master communicator, who has signalled his intentions so clearly that when he states them explicitly, the market takes it easy?
In today’s edition of Moneycontrol Pro Panorama: Questions on stimulus, Chinese stocks hit a US bump, Monsoon Watch, textiles’ Man Friday, Big Tech on notice, more eyeballs for Shemaroo and more
The European central bank’s decision to slow its purchase of assets gives something to everyone
There is little evidence to highlight any strong correlation between QE and foreign flows, market showing and economic growth
In today’s edition of Moneycontrol Pro Panorama: The T word, Monsoon Watch, why Sundram’s Arathi Krishna is upbeat, Burger King’s more zing, a labour windfall, the Eastern Window, GuruSpeak and much more
The Fed has laid the groundwork for tapering this year, but it has also given plenty of advance notice
While the Fed Chair sounded dovish, he dropped hints of a significant change in the macroeconomic context in the last six months which may warrant tapering or rate hike earlier than expected, puncturing the equity rally
While the decision on policy rate hikes or the withdrawal of quantitative easing is quite some time away, any talk of such a plan can still create jitters in financial markets
In 2013, as the world was coming out of a global financial crisis, the United States Federal Reserve said it would gradually reduce quantitative easing instituted after the Lehman Brothers bankruptcy in 2008. This would involve slowing the purchase of treasury bonds and hence reducing the money being pumped into the US economy.
History suggests equity fall induced by bond sell-off is just a blip in a long-term bull market
We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted.
Analysts say a major decline in the rupee ahead is difficult, or that an orderly fall would actually be beneficial to exports.
Emerging markets saw a sharp selloff this summer as worries over the Federal Reserve winding down its flow of easy money prompted a mass exodus from risk assets.