DEFLATIONARY CYCLE
Crude oil is the key to bringing FII money back to Dalal Street: Equirus AMC’s Ashutosh Tiwari
Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief investment officer—public equities at Equirus Asset Management. While valuations have corrected and earnings growth is expected to improve, rising oil prices have emerged as the key trigger behind renewed FII selling and remain the biggest hurdle to a sharper market re-rating.
Global Market: Yuan hits 4-year high as traders bet on further gains
China’s yuan strengthened to four-year highs against the dollar, supported by strong exports, exporter dollar conversions and expectations of easing US-China trade tensions. Despite the latest US rate hike, analysts see further appreciation potential. However, wider US-China yield differentials, domestic deflation risks and possible capital outflows could create renewed pressure on the currency.
India is consumer giant Unilever's blueprint for emerging-market growth: CEO
Unilever views India as its emerging market growth blueprint, anticipating significant expansion. The company is allocating substantial acquisition funds to build premium brands in India. Structural shifts like Gen Z and digitisation are transforming the Indian consumer landscape. Unilever leverages granular market understanding for distribution and marketing strategies. Inflation presents a challenge, which the company plans to manage through pricing and brand portfolio.
AI bigger risk to IT workers than companies, says Marcellus’ Pramod Gubbi
Artificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent market rebounds and ongoing geopolitical risks. Opportunities for investment are currently few and far between for fund managers. Quality stocks have seen their valuation premiums correct to attractive levels. Healthcare and Indian manufacturing exports present promising sector opportunities.
Bitcoin price crash prediction debate: Why crypto experts clash over whether BTC USD will plunge to $10,000 soon
Bitcoin BTC USD price prediction 2026: Experts are divided on Bitcoin's future price. One analyst believes a drop to $10,000 is improbable, citing ETF inflows and rising mining costs. Another predicts a fall to $10,000, pointing to Bitcoin's unlimited supply and underperformance. The cryptocurrency market faces scrutiny as analysts weigh these contrasting views.
Bubble risks grow as China bull run defies economy angst
Despite China's economic struggles with tariffs and a property crisis, its stock market is experiencing a significant bull run, adding almost a trillion dollars in market value. This surge, driven by investors seeking alternatives, contrasts sharply with concerning economic indicators like low inflation and weak domestic demand.
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India on firm footing but it’s shaky ground globally, says FinMin review
India faces economic challenges from global supply chain shifts and potential US slowdown, but remains resilient with stable inflation and robust domestic demand. While cautious borrower sentiment and slow credit growth pose risks, govt initiatives and a strong farm sector support growth. The economy is expected to maintain a steady pace in FY26.
Ethereum to hit $1.5 million? Top investor predicts mind-blowing 100x surge with new ETFs
Ethereum price prediction is making headlines after EMJ Capital's Eric Jackson forecasted that ETH could reach $1.5 million per token over time. With Ethereum staking ETF approval likely before October, Jackson believes the real price rally hasn't even started. He points to Ethereum's growing use by major companies like Coinbase and Shopify, deflationary token supply, and increasing demand from traditional finance. Jackson says this shift could make Ethereum a “100-bagger” asset. With ETH currently trading around $3,040, his base case targets $10K by 2026. If adoption and staking take off, ETH’s long-term value could surprise everyone.
RBI may go for three more rate cuts if global trade slowdown impacts growth severely: Chetan Ahya
Morgan Stanley's Chetan Ahya anticipates further disinflation in India and the region due to declining oil prices and a strengthening rupee, enabling the Reserve Bank of India to implement more significant rate cuts. India and Australia are seen as relatively insulated from global shocks, with India benefiting from strong domestic demand and resilient service exports.
Britannia to raise prices by over 6% by year-end, says Varun Berry
Britannia's vice-chairman Varun Berry revealed the company's strategy of cutting prices during a deflationary period but later increasing them due to misreading inflation trends. Input costs surged, particularly with rising import duties on edible oils. Britannia plans selective price hikes and is now focusing on consumer insights and altering its market strategy in urban areas.
China to ramp up policy steps to revive economy
Chinese policymakers are expected to enhance measures to achieve the challenging 2024 growth target, focusing on boosting demand to counter deflationary pressures. August data showed a broad economic slowdown, prompting expectations for more stimulus. President Xi Jinping has urged authorities to meet the around 5% GDP growth target.
China retail prices inch up, deflation fears grow
The consumer price index excluding volatile food and energy costs rose just 0.3% in August from a year earlier, the least since March 2021, the National Bureau of Statistics said. The broader CPI rose 0.6%, missing expectations even as it was buoyed by higher food costs due to bad weather last month.
FMCG giants bite price bullet to keep small companies off their turfs
Market researcherfirm Kantar reports that local businesses operating in a single area increased their market shares by over 13% in the year that ended in April 2023, while national brands expanded by 9% in the same period. Kantar examined 13 categories in the personal care, home care, and food and beverage industries. Regional brands that operate in many markets experienced a 2% decline in market share, whilst unbranded enterprises witnessed a 5% decline in market share.
FMCG companies expect volume growth in FY25 with improvement in revenue
The companies were forced to slash prices as prices of major commodities had fallen, which had in turn impacted their topline and value growth in the last two quarters of FY24.
India's best equity story on a 10-year view: Chris Wood
According to the report, Indian equities outperformed the world in dollar returns in the 11-year period between FY02 and FY12 when the country witnessed a private capex cycle.
Why Saurabh Mukherjea is still gung-ho on specialty chemicals, adding to Little Champs portfolio
"We have added RHI Magnesita to Little Champs portfolio. RHI Magnesita makes ceramic lining, brick lining which goes into steel plant furnaces or cement plant furnaces. They have around 35% share globally and 40% share in India. Good gross margins 40%, gross margins 15%, operating margins around 30% ROC. It is a near debt-free company. It has an Austrian parent listed in Austria. We have invested in the Indian subsidiaries over the last couple of weeks."
Viral Berawala on 4 sectors that may report good Q1 earnings
In fact, a couple of weeks back, India-dedicated flows received the highest levels in probably 15 years. We just got $500 million per EPFR in that week. So, one is liquidity. Now, if you go to fundamentals, Q4 numbers were okay, EBITDA growth YoY of 11%, PAT growth of 19% but the quality was poor especially in the Reliance which moved numbers by quite a bit (5:55) to lower tax.
Food feeding retail inflation comedown
Food prices continued to pull down retail inflation in April. Within the food basket in the consumer price index (CPI), prices are sticky in cereals and dairy, and the downside pressure is being exerted by meat, vegetables and edible oil. Supply-side responses last year, such as export restrictions, were directed principally at grain and the results have been tepid. Dairy prices are strongly correlated with those of cereals. Edible oils are still vulnerable to geopolitical factors and the disinflationary effect of vegetables is seasonal. As far as food inflation goes, the downside risks are entrenched while the upside risks are transient.
What is Kenneth Andrade doing as market makes a U-turn to euphoria?
“The peak is behind us for sure but our portfolios or our thought processes/ corpuses are consistent. We have got new trade norms and within those trade norms, prices of everything that were deflationary for almost a decade will have some kind of pricing power going into the remainder of the 2020s to 2030s.”
Top cryptocurrency prices today: XRP, Dogecoin and Cardano gain up to 17%
The global crypto market cap jumped to $1.94 trillion, about 3 per cent lower compared to the last day. Also, the total crypto market volume gained 20 per cent to $130.55 billion.
India's key stock indices are back in the green zone; end over 1.5 percent up
With this, the indexes have recovered part of the near 4% slump on Friday that was sparked by rising bond yields. However, they ended down from the 2% high hit during the session amid profit booking.
Industry pitches for more rate cuts as WPI remains negative
With inflation continues to be in the negative zone, India Inc today pitched for further easing of policy rates during the current year by Reserve Bank of India.
Consumer companies' topline growth hits 20-year low: Jefferies
Revenue growth of consumer discretionary companies in India has hit a 20-year low and they are expected to report weak earnings for the December quarter as the consumption pattern for products across all categories remains sluggish.
Wholesale inflation at (-)2.4%, in negative zone for 8th month
According to some experts, RBI may not tinker with the rate in its August policy review as it would rather wait for more data on inflation.
Expect RBI to cut rates two more times this year: Suyash Choudhary, IDFC MF
'Around 50 bps of room for rate cuts remains on the table. The RBI is likely to exercise this room in a staggered fashion.'
Financial year 2017 will be a bumper year: Vibhav Kapoor, Chief investment officer, IL&FS
Real estate could be another sector, since it is directly correlated to GDP & income growth. At a later stage, capital goods may perform.
Bonds rally after RBI surprises with early rate cut
The central bank cut interest rates to 7.75 percent, yielding to growing signs of slowing inflation and a flagging recovery.
RBI Governor will make a mistake if he doesn’t cut rates by February: Abheek Barua
'Though, an incremental rate cut may not have immediate impact, it would have signalled some comfort from a macroeconomic perspective,' says Abheek Barua.
See a significant pickup in Indian economy in 2015: Uday Kotak, Kotak Mahindra Bank
'I believe that we are coming to a cusp where acche din are looking closer for the economy and I see a significant pickup in the economy in calendar 2015.'
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