Key Points
From a market perspective, however, the most crucial aspect would be liquidity and SIPs sustaining at current levels...
Inflation remains the biggest concern for markets globally, and the most crucial aspect for markets will be liquidity and sustenance of systematic investment plan (SIP) flows..
In an interview to Siddhant Mishra, Jaideep Hansraj, MD and CEO of Kotak Securities, says Indian banks wont face an SVB moment thanks to the strong regulatory framework..
Well be among the best-performing economies, if not the best, despite people arguing that corporate India could see some pain on account of the high interest rate regime...
From a markets point of view, the biggest worry is inflation, across the world..
You might be interested in
FPIs, Fed move raise market to new highs
15, Dec, 23Benchmarks up over 1.3% as growth, returns draw foreign funds
Global financial markets eye US monetary policy next week for fresh cues
15, Sep, 24New Delhi [India], September 15 (ANI): Investors across financial markets, including in India, will look for fresh cues from the outcomes of the upcoming US monetary policy review meeting next week, particularly the extent of interest rate cut, if any. The US Federal Reserve’s next meeting is scheduled for September 17-18, 2024. Show Full Article […]
Lessons from current market volatility: Don't bank on predictions
21, Aug, 23Deviations in actual conditions from expectations of the consensus tend to rattle markets, resulting in sharp moves up and down. This explains the current volatility in global and domestic markets.
Nilesh Shah on why manufacturing is a multi-decadal growth opportunity in India
26, May, 23Kotak AMC's Nilesh Shah believes that India is well-placed to benefit from the rise of manufacturing and capture a bigger share of manufacturing GDP. Shah notes that the Kotak Manufacturing In India fund has already delivered satisfactory results. With Chinese companies moving to India, Indian subsidiaries participating in export markets, and the domestic market growing, Indian firms have significant opportunities to increase their share of global markets.
No longer shaken, bond market gets licence to chill
15, Apr, 23Increasing conviction that the Reserve Bank of India (RBI) is unlikely to raise interest rates further has provided the bond market with visibility on future declines in bond yields, thereby prompting greater trading interest this month, treasury executives said.