Higher F&O costs may hit trading activity, but revival in profits will boost markets: Raamdeo Agrawal

The recent changes affecting derivatives trading could make certain strategies less profitable and could temporarily affect market liquidity, warned veteran investor Raamdeo Agrawal in an interaction with ET Now. While the broader budget has been well received, Agrawal says the timing of higher trading costs has contributed to short-term market jitters, especially at a time […]

If wealth creation is the goal, how does India’s budget balance market-friendly policies with revenue pressures?

Every Union budget has a built-in contradiction. It should stimulate growth, reassure investors and still convince the bond markets that public finances are under control. Spend too little and growth suffers. Spend too much, and credibility erodes. For the markets, the budget is not about generosity; it’s about balance and credibility.In India this tension is […]

India is set for a cyclical earnings rebound and could outperform emerging markets despite valuation concerns: Jonathan Garner, Morgan Stanley

According to Jonathan Garner, Chief Asia & Emerging Market Strategist and Chairman of Asset Allocation at Morgan Stanley, India is in a cyclical earnings recovery that could see it outperform most emerging markets over the next two years, even as concerns about valuations and foreign investor outflows persist.Speaking to ET Now, Garner said India’s earnings […]