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Showing posts with the label stock market investors

Fed hits pause button on interest rates. What it means for stock market investors

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[hfe_template id='11223'] [ad_1] In a world twitching for cues, the US Federal Reserve has chosen stillness. Interest rates remain frozen at 4.25–4.5%, as the central bank clings to caution amid a storm of rising inflation risks and unemployment fears. Markets may have priced in the pause, but the real action is just beginning, and India’s investors would do well to buckle up. “Risks of higher unemployment and higher inflation have risen... we think we can be patient,” Fed Chair Jerome Powell said, dropping the kind of soundbite that rattles trading desks from Wall Street to Dalal Street. Adding context, Akshay Chinchalkar, Head of Research at Axis Securities, summed up the Fed’s dilemma sharply: In their first policy meeting since President Trump announced sweeping tariff measures, the Fed kept rates constant as was largely expected, and Chair Powell made it clear that they aren’t in any hurry to tweak monetary policy amid elevated tariff-led uncertainty. He cautioned t...

Will Budget move the needle for stock market investors? 4 things to watch out for

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[hfe_template id='11223'] [ad_1] While the impact of Union Budget announcements on the stock market has been declining, investors are this time banking on Finance Minister Nirmala Sitharaman to come up with a solution to revive consumption and refuel economic engines. With Nifty ending January with a loss of nearly 1%, the market has now been in a correction mode for the last four months. The last time when the headline equity index went through such a long correction phase, as defined by monthly losses, was way back in 2001. Amid heavy selling of around $9 billion by FIIs in January, not-so-great Q3 earnings season failing to support elevated valuations and tapering rate cut expectations, investors are hoping that the Budget won't have anything negative from an equity market point of view, if not something positive. In such a scenario, no bad news is also likely to be good news given that the market has seen only a small pre-Budget rally and that too in the last fou...

RBI ignores 'Global Dangal' in MPC meet. What does it mean for stock market investors?

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[hfe_template id='11223'] [ad_1] Despite recent headline-grabbing events in global markets and dovish guidance from other central bankers, the RBI MPC decided on Thursday to keep policy rates and stance unchanged. Since this decision aligned with market expectations, it had a largely neutral impact on stock investors. “Global ‘dangal’ to continue. The RBI does not seem to be under any duress to act just because of global developments," said Lakshmi Iyer, CEO - Investments & Strategy, Kotak Alternate Asset Managers. Sensex and Nifty were trading flat, while Nifty Bank went up 274 points with heavyweights HDFC Bank and SBI leading the upside. The markets have been highly volatile in the last few days amid recession-related worries in the USA and the unwinding of Japanese yen carry trade. Statements from central banks have gained heightened importance following Japan's interest rate hike, with significant attention on the Federal Reserve's potential acceler...