HOT MONEY FLOWS
India needs wider bond yield differential to draw foreign investors
India's 10-year government bond yield differential with the US has recently surpassed 240 basis points. Market analysts suggest that this yield gap should exceed 300 basis points for attracting significant foreign investments. October saw foreign investors sell bonds worth approximately ₹5,615 crore, a decrease from the previous month. The rupee's performance improved against the dollar, aiding in mitigating some pressures from portfolio outflows.
Binance sees outflows stabilising as exchange returns online after $6.3 billion heist
Binance customers pulled $3.64 billion, or 2.1% of its assets, as the world's biggest cryptocurrency exchange resumed service after a security breach linked to North Korea saw $6.3 billion stolen from the platform last week.
Binance sees net outflows of $3.64 billion after resumption of withdrawals
On November 1, Binance reported net outflows of around $3.64 billion as withdrawals resumed after a pause. During this period, withdrawal volumes reached over $4.64 billion while deposits amounted to $1.01 billion. The exchange stated that the percentage of outflows represented 2.1% of its total assets. Despite the large outflows, Binance highlighted that deposit volumes remained substantial and withdrawal volumes began to stabilize.
UNEP's 1.5°C warning: The world may cool down again. What happens when the heat retreats but the damage stays?
According to a report by the United Nations Environment Programme long-term global warming is expected to cross 1.5°C above pre-industrial levels within the next few years before coming down. So the question is: Will the colling down really help?
Giant 'heat storms' are scorching the Earth. This is the story of the biggest one on record
Heat storms have increased dramatically, causing severe global consequences including excess deaths and environmental catastrophes. Recent heat storms have been identified as a new classification, representing larger and more persistent heat events. The intensity of these heat storms has worsened due to climate change and greenhouse gas emissions. Associated weather patterns have significantly disrupted ecosystems and agriculture worldwide.
SBI Research calls for abolition of LTCG tax on equities to boost foreign capital inflows
According to SBI Research, removing the long-term capital gains tax on equities could revitalize investment levels. The report emphasizes extending the holding period to two to three years as a strategy to boost investor morale. Faced with foreign portfolio outflows, the need for policy reforms is clear.
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SBI economists call for scrapping LTCG tax on equities
SBI economists are advocating for the elimination of long-term capital gains tax to stimulate sustained investment in Indian equity markets. This proposal arises amid substantial foreign portfolio investor withdrawals exceeding Rs 3 lakh crore this year, prompting concerns. Furthermore, the lack of AI-focused stocks is contributing to these market exits.
IPO pipeline swells to nearly Rs 4 lakh crore: Liquidity squeeze for secondary markets or valuation reset? Analysts weigh in
India's primary market is on the brink of a colossal IPO wave, with estimates nearing Rs 4 lakh crore. Analysts express concern that this influx might siphon off liquidity from the secondary market, which could adversely affect current stock values. While IPO activity undoubtedly impacts liquidity, experts emphasize that multiple factors shape market dynamics. Historical analysis indicates that secondary market valuations may eventually appeal more to investors.
ETMarkets Smart Talk| How to find India’s next multibaggers? Pritam Deuskar explains his GIANTS framework
To achieve successful long-term investments, investors should target companies with a competitive edge. Pritam Deuskar introduces the GIANTS framework, emphasizing the importance of evaluating market position and awareness of emerging trends in India. Despite external challenges, India's economy stands robust and adaptable. By concentrating on companies that fulfill these standards, investors can maximize their returns in the dynamic marketplace.
Bank of India MF CIO Alok Singh sees banks poised for a re-rating. Here’s what could trigger it
Bank of India Mutual Fund CIO Alok Singh sees scope for banks to re-rate as low NPAs, healthy returns and loan growth support fundamentals. He expects policy announcements and stronger business numbers to ease concerns around NIMs and FCNR flows, while capital goods, banking and metals could deliver stronger earnings momentum.
ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K Ambani
Indian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap stocks remain vulnerable to rising US yields and earnings disappointments, says YES Securities’ Amar K Ambani. He expects quality smaller companies to deliver alpha but stresses the need for greater selectivity.
ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiri
With smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the current gains are backed by sustainable business prospects—or simply momentum feeding on momentum.
Think a money plant always brings wealth? 6 places where you should never keep it
Money plants are popular indoor plants associated with prosperity in Vastu Shastra, but their placement is believed to matter. Vastu guidelines generally advise avoiding bathrooms, cluttered entrances, dark corners, direct sunlight, west or south-west directions, and spots near stoves. Beyond Vastu beliefs, proper care also matters, as money plants need indirect light, suitable watering and adequate growing space.
From breaking barriers to picking stocks: Muriel Siebert’s investment wisdom
Muriel Siebert, the first woman to buy a seat on the New York Stock Exchange, broke financial barriers while shaping sound investment principles. Her core strategy stresses financial discipline, thorough company research, long-term horizon, diversification and avoiding speculative stock tips to achieve lasting success in volatile stock markets.
India’s IPO party is in full swing. Just don’t mistake debut-day gains for a winning bet
August saw twenty companies raise over twenty-one thousand crore rupees. Listing-day returns have significantly increased from a discount to a premium. Investors should not treat initial public offerings as lottery tickets. Thorough due diligence is essential to identify strong businesses and avoid duds. Analyzing financials, valuation, and offer details helps separate quality investments.
Wall street bets on shielding Indian real estate from climate disaster
Climate resilience is emerging as a new measure of value in India's realty market. Investors are pouring money into infrastructure to protect rental income and asset values. This reflects a broader shift unfolding across India's significant real estate market. Capital is migrating toward buildings that can withstand a hotter, wetter climate. Climate risk now informs investment theses for many companies.
Metal stocks: Time to contradict analyst expectations? 5 metal stocks with upside potential from a low 2% to a high of 17%
For a long time, there was a familiar pattern in the metal sector. When prices were high and times were good, companies borrowed heavily to build new capacity, confident that the good times would last. Then the cycle would turn, as it always does, causing prices to fall. And these companies would be left with huge debts taken on at the peak that they could no longer comfortably service. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
RBI’s great dollar haul: Where are the $73 billion going?
India has mobilised about $73 billion in foreign currency in under 11 weeks, largely through FCNR(B) deposits, yet the rupee remains near ₹95-96 per dollar. The inflows are primarily strengthening RBI’s foreign-exchange buffers rather than being used to push the currency higher.
Hot foreign money could continue to dominate flows in and out of Indian equities
Superior growth parameters and a potentially flourishing domestic market are factors delighting long-term investors. At the same time, they are hesitant to go all out on the country's stocks at this juncture as over-ownership of equities and premium valuations are pushing many value-conscious money managers to delay their purchases here.
FIIs posted year’s best show in November; but December giving cold vibes
For the year-to-date period, FIIs have invested a net of $13.5 billion in Indian shares.
Hot money on Dalal Street: This time it's local
Mutual funds and wealth managers have been quick to pounce on market opportunities.
Cheer over foreign inflows masks hot money concerns on D-St
Change in the profile of foreign investors who have come into India is significant.
FIIs may not abandon India due to tax treaty changes: Centrum
"It is the pedigree of the company rather than tax structure of the home country which makes a business a strong investment proposition," a report by Centrum Wealth Research said.
Finance Ministry makes case for rate cut, says hot money can 'desert' India
A FinMin official today cautioned that hot money can "desert" the country in response to events like devaluation of Chinese currency yuan which can impact exports.
RBI keen on bullet-proofing India’s balance sheet: Mythili Bhusnurmath
So, there are a number of measures that the governor has taken, particularly in terms of extending the kind of maturity for the FPI flows into the country.
Expect rupee to depreciate to below 62/$ over next year: Radhika Rao, DBS Bank
'It is not advisable to let the rupee appreciate too much, based on purely hot money flows, which come in fast and flow out equally fast,' says Radhika Rao.
Hurdles in ‘hot money’ investigations
Many countries make a distinction between the proceeds of crime and the proceeds of tax evasion
Hot money flowing into China may adversely affect its economy
China drew in a staggering USD 324 billion during the first four months of this year.
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