Trump Tariffs News: If there is no major change to this tariff regime, as has been announced, the impact on global growth and Indian growth will percolate to corporate earnings
Overall RBI monetary policy was on expected lines and the policy statement highlighted its commitment to do whatever it takes to ensure financial stability
While it is good to see the government take this step, the question remains whether investors who have obtained an award that comprises of interest component will take up the offer.
Overall RBI monetary policy was on expected lines and the policy statement highlighted its commitment to do whatever it takes to ensure financial stability
Given the RBI's projection on inflation, we may not see any further cut rate at least till mid-March 2021. It may also get postponed to next fiscal year
There is no need for existing multi-cap investors to panic or take any action, despite the likelihood of higher portfolio risk if the regulations are implemented in their present form.
Nifty earnings had barely started to grow till Q3FY20 and then the Covid-19 pandemic happened. Now there is a question mark on whether Nifty earnings will grow beyond single digits in FY20 and FY21
 "Deepak Jasani")
