Indian Financial Markets
“While over the years, India’s financing market has evolved, there is significant room for further innovation particularly in the domestic bond markets. If we look at the infrastructure financing market globally, innovative financing structuring is better understood and issuers have access to cheaper and longer duration capital”
US Fed Rate Hike
“This may also prompt the Reserve Bank of India (RBI) to reassess its policy stance during the next meeting, believed analysts. “The rate hike by Fed was on the expected lines due to high inflation risk coupled with geopolitical tensions. The US treasury yields had shown an immediate spike after the FOMC announcement but stabilized […]
Steel Prices Hiked
“Russia is one of the largest exporters of steel and the sanctions imposed on it will result in a curtailed supply, globally. Post clarity on the Russia-Ukraine situation, steel prices may cool off to sustainable levels”
Russia-Ukraine Conflict
“Prolonged geopolitical tensions between Russia and Ukraine could lead to further inflationary pressure, compelling policy makers globally to accelerate raising interest rates at the cost of economic growth. From an Indian economy standpoint, the economic impact is likely to be more short term in nature as its economy will continue to be driven by its […]
LIC IPO
“For investors and market participants investing in LIC means investing in the growth of India”
LIC IPO Valuation
“Amidst the volatile environment, the revision in the LIC IPO valuation demonstrates the keenness of the government to deliver on the IPO”
RBI Monetary Policy
MPCs decision to maintain its status quo is in line with expectations. RBI has emphasized on the strong buffers of forex reserves, which may act as a cushion amidst geopolitical tensions and exchange rate volatility”
RBI Monetary Policy
“Central Banks globally have embarked upon raising Interest Rates to curb inflationary pressure. However, India so far has maintained a more accommodative policy. Retail inflation in India in Feb 2022 rose to 8 months high of 6.07% which is outside the RBIs target range of 4-6%. In the last MPC meeting, RBI attributed high inflation […]
MNCs quitting India
“Before making a strategic acquisition or setting up an India vertical, it is imperative that MNCs gain a sound understanding of the local regulatory and operational aspects of the industry they operate in. Hence, they should look at partnering with domestic players and understand the environment better, get the right local talent and then potentially […]
LIC IPO
“Despite the reduction in the pre-IPO valuation of LIC, the scrip has still listed at a discount on the bourses which is in tandem with the diminution in insurance companies’ valuation and softness in the markets due to macro-economic constraints. However, given the attractive fundamentals, stability in operating metrics and expected recovery in the markets, […]