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need2know: Seven macro triggers that may matter for market today

The Finance Ministry granted approval to 12 proposals of PSBs to raise a sum of Rs 2,914.038 crore through preferential allotment and United Bank via QIP.

Market is resilient due to policy changes of government & RBI: Deven Choksey

Nifty stays in a range between 5750 to 6050, any meaningful breakout above 6050, could lead get to the newer levels.

Expect RBI to be hawkish on rates: Tirthankar Patnaik, Religare Capital Markets

Tirthankar Patnaik of Religare Capital Markets, shares his views on the RBI policies.

Continue to prefer private banks over public sector banks: Ritu G Arora, Canara HSBC OBC Life Insurance

"I believe the markets were excited about the state elections, which is unprecedented," says Ritu G Arora

Raghuram Rajan gets Deutsche Bank award for fin and economic research

Raghuram Rajan got prize in recognition of his ground-breaking research work which has influenced financial and macro-economic policies around the world.

With no rate cut in sight, PSUs like Canara Bank, GAIL India head to domestic bond market

Punjab National Bank has already raised Rs 1,000 crore by selling infrastructure bonds at 8.23 per cent with 10-year maturity.

Nifty correction should attract 'good' money: Deven Choksey

1000 point of rally in Nifty obviously expects 250 to 300 point correction out of which 200 point correction has already happened today.

Nifty seen at 5600-5580: Nirmal Bang Securities

Nifty may take immediate support at 5640 and strong support at 5600-5580, in case of any profit-booking.

Banks, auto and realty stocks soar on Fed decision; RBI meet eyed

Rate sensitive stocks in banks, realty, capital goods and auto sector rallied in morning trade, supported by sharp short covering rally.

SBI expects Rs 4,000 cr capital infusion from govt this fiscal

Infusion of Rs 4,000 crore would take the lender's total capital adequacy to over 13 per cent, with the core tier-I at 9.8 per cent.

RBI to allow greater flexibility in securities' pricing

“It has been decided in consultation with the Government of India to introduce greater flexibility in the pricing of instruments/securities,” RBI said.

Gloom and doom view on Indian economy overdone: Raghuram Rajan

Rajan went on to say that even as growth from large companies has slowed down, rural areas have been contributing to the economy.

Sensex rises for seventh day to new high, gains 0.9% as it joins global rally fuelled by ECB’s quantitative easing plan

“Sentiment was buoyed by the higher-than-expected stimulus measure by the ECB as well as the optimism created by RBI’s rate cut last week,” said Dipen Shah.

Subbarao parting shot: Government's loose fiscal stance to blame for current crisis

In a veiled attack on the govt, Subbarao said the country’s economy would have been better had the monetary tightening begun earlier.

Sensex on track to hit 30k; FIIs buy Rs 4500-crore worth of Indian equities in last 4 sessions

The central bank has stated that once the monetary policy stance shifts, subsequent policy actions will be consistent with this stance.

Food supply constraints should be addressed by new government: India Inc

Tackling supply side constraints for arresting food prices should be top most priority of new government, India Inc today said, after inflation rose again in March.

Dynamic bond funds a good bet in falling interest rate scenario

The RBI last week surprised the markets with a 25 basis point reduction in interest rates and signalled that it could cut further, amid signs of cooling inflation.

Market has factored in a 25 bps rate hike from the Fed: Mayuresh Joshi, Angel Broking

The metal sector has seen a strong rebound in terms of pricing. If you look at the category as a whole, ferrous and non-ferrous, the pricing has moved up significantly.

Rate-sensitive stocks surge up to 18 per cent on interest cut by RBI

Among auto stocks, Mahindra & Mahindra rose by 3.10 per cent, Maruti Suzuki India by 3.04 per cent, Tata Motors by 2.33 per cent and Bajaj Auto by 2.30 per cent.

RBI holds rates but liquidity in system may help borrowers

Home loan borrowers may see lower equated monthly instalments (EMIs), which however may not fall for all across the board.

Govt must reward honest taxpayers with big tax cut: Aashish Sommaiyaa, Motilal Oswal AMC

Demonetisation may cause a temporary dip in the economy as purchases are postponed, but the long-term picture is looking bright, says Aashish Sommaiyaa, MD & CEO, Motilal Oswal AMC.

Banks, realty, capital goods stocks plunge on RBI status quo

Banking index was down 0.2%, Capital Goods Index lost 1.2% and the Realty index was trading 0.6% lower as compared to 0.02% per cent fall in the Sensex.

F&O watch: Nifty50 futures indicate bullish sign, but 7,900 level holds key

The RBI maintained status quo at its 5th bi-monthly monetary policy review by keeping repo rates unchanged at 6.75 per cent.

The recent market recovery may be beginning of good times: Rajat Rajgarhia

The market level is at a life time high, but the market PE is just at an average. This probably could be the beginning of good times for these markets, he said.

Macro stability will protect India against Fed-induced volatility: Indranil Pan, IDFC

"There could be outflows; no doubt about that. But I am not sure whether it will be a knee-jerk reaction or a sustained phenomenon."

This is not the time to take a plunge in the market: Dipan Mehta

“We are in very, very murky waters and I would sense that the markets could certainly drift lower”

Market is pricing in a 25-50 bps rate cut by RBI: R Sivakumar, Axis Mutual Fund

"Even if the RBI does a 25 bps cut but gives a very definitive dovish guidance, market may continue the rally."

Make or break December: Top four events which can rock markets in 20 days

India has seen one of the largest outflows within EMs - strong outflow of close to $1 billion each was also seen from South Korea, Brazil, and Thailand.

From growth perspective, India on a sticky wicket: Ritika Mankar Mukherjee, Ambit Cap

GST which is very good from a tax GDP ratio perspective, throws up a collateral damage.

Government to announce steps to narrow current account deficit: Raghuram Rajan

The RBI today said the measures would be rolled back in a calibrated manner once stability is restored in the forex market.

Bond prices to remain in a narrow range: HDFC MF

If credit picks up in the second half in the busy season and then the banks may not need to buy G-sec, which could have some impact on bond prices.

Containing inflation RBI's primary focus:Chanda Kochhar, ICICI MD, CEO

While the RBI's policy stance could result in interest rates rising, it would help maintain financial stability, she said.

Expect RBI to remain more focussed on CPI rather than WPI: Indranil Pan, Kotak Mahindra Bank

My first reactions -- fuel price obviously has dropped. It has a bigger influence on the WPI than the CPI.

IIP data a reflection of sharp slowdown in economy: Sanjay Sinha, Citrus Advisors

"What the IIP number is showing us is a broader trend of a very sharp slowdown in the economy, which is already getting corroborated by other numbers like automobile numbers and mobile subscriber base," says Sanjay Sinha.

Be prepared for a protracted economic slowdown; pick investments accordingly: Hemindra Hazari

Big time reforms cannot revive the overall economic situation because this government is really no different from the earlier government.

Is China scare a precursor to 10% correction in global markets?

The slowdown in China has affected the global markets. Despite easy monetary policies from China, the commodities market has failed to pick up.

Srei BNP Paribas raises benchmark lending rate by 25 bps to 17.25%

Srei BNP Paribas today raised its benchmark rate by 0.25 per cent to 17.25 per cent following a rise in borrowing cost.

Ten stocks in focus in Tuesday morning trade

Indian markets are expected to trade in a range. Here is a list of ten stocks which are likely to be in focus today.

Accumulate PSU banking stocks on dips in market: Avinnash Gorakssakar

'In the short term, the markets are taking it as a fact that a large part of the crude price fall will be passed on to customers,' says Gorakssakar.

RBI to wait for budget before going in for rate cut: Upasna Bhardwaj, ING Vysya Bank

'On the fiscal front, there are some concerns. The RBI would probably want to wait for the budget before they go ahead with any further action,' says Bhardwaj.

Every $10 drop in crude prices leads to 0.1 per cent drop in the WPI: Ajay Bodke

From the macro perspective, the sharp plunge in oil prices is extremely positive for the government to put its house in order.

Indian economy going through a mild recession: Shankar Sharma

'The macros and interest rates are not supportive of growth right now. RBI's policy has done a huge damage to India's growth prospects,' Sharma said.

Traders should take cautious view for Dec F&O series: Chandan Taparia, Anand Rathi

November series witnessed a strong bull-run and breached 8,500 for the first time in history. It registered a lifetime high at 8,540 levels.

Pre-market: Nifty seen opening higher; GDP data eyed

Tracking the momentum, the index is expected to reclaim 8500 and head higher to touch its fresh record highs.

Banks expect rate cuts in July; rule out cut in lending rate

"The recent depreciation of the rupee and the absence of any uncertainty about its future course warranted holding action by the RBI," HDFC Bank said.

Expect RBI to cut rates either in July or August: RK Dubey, CMD, Canara Bank

" I expect the rupee to be stabilising very soon and if a rate cut has not happened this time, it does not mean that it can be postponed for long."

Worried industry asks RBI to cut rates after December IIP contracts

India Inc today asked the RBI cut key rates and demanded that the government take immediate steps to revive manufacturing.

Monsoon to hit Mumbai in next 48 hours: Indian Meteorological Department

The south-west monsoon would touch Mumbai during next 48 hours, Indian Meteorological Department said today.

Let's make taxation more transparent, investor-friendly: RBI Governor Raghuram Rajan

"There is a need to ensure that more underlying supply side issues are resolved so that demand side is taken care of and prices are under manageable levels," he said.

Inflation no benchmark, RBI can control food prices: Raghuram Rajan

Giving up the fight on inflation by saying that food is beyond RBI's control is underestimating the power of the central bank," Rajan said.

RBI's rate hike leaves India Inc disappointed

India Inc expressed disappointment over the RBI increasing the key rate by 0.25% and hoped that banks would refrain from hiking lending rates.

Raghuram Rajan unlikely to surprise on rate front this time around

Rajan, who surprised the markets with his actions at three policy meets after taking charge, is unlikely to do so again and is widely expected to keep key rates on hold.

Low fuel prices to keep WPI low for some time; see no room for more rate cuts: Manoj Rane, BNP Paribas

"I guess it will continue for some more time. But then, we might have a change of base at some point, which might make a bit of a difference to the overall WPI number."

TRACK SENSEX, NIFTY LIVE: Who moved my market today

If you are reading this, chances are the Sensex and the Nifty are part of your daily life, and actions on Dalal Street can make or mar your day.

Top rupee forecaster says bond opening to sustain best Asia gain

The top rupee forecaster sees the currency maintaining its position as Asia’s best performer after India allowed foreigners greater access to its debt.

RBI actions to bring FPI funds of Rs 48K-cr/year in govt bonds

A 50 bps rate cut announced by RBI in recent monetary policy review could attract an average annual flow of Rs 48k cr in govt bonds.

After State Bank of India, other banks follow rate cut bandwagon

Soon after the RBI policy announcement, FM Arun Jaitley had expressed hope that banks will transmit the benefit to borrowers.

25 bps or 50 bps? RBI rate call to decide direction for Dalal Street

All the factors such as a slow domestic economic expansion, negative inflation and low CAD at 0.2 per cent of GDP make a compelling case for a rate cut.

RBI Governor Raghuram Rajan may go for rate cut on Tuesday to spur economy

RBI Governor Raghuram Rajan may budge to government and industry pressure to cut interest rate with a view to spur economic recovery.

'CAD likely to be to 3.9% in FY'14 if gold prices see no hike'

Falling gold prices is "net positive" for the Indian economy and if the precious metal settles at current levels CAD is likely to be 3.9 pc in 2013-14.

Big selloff on Dalal Street; here's what top experts are recommending

The S&P BSE Sensex closed 541.14 points, or 2.07 per cent, lower at 25,651.84. It hit a low of 25,571.34 and a high of 26,339.10 during the day.

'BUY' or 'SELL' ideas from experts for Friday, June 15

ET Now spoke to various experts and here's what they have to recommend for today's trade:

Not hiking rates a good decision by RBI: Taher Badshah, Motilal Oswal AMC

"It is a good decision by RBI since the data was not confirmatory, in terms of giving a direction on where inflation is heading," he said.

See more rate hikes if soaring food inflation not reigned in: Dr Arun Singh

"Compared to the food inflation in the previous period, it is almost at a 15-year high and contributes nearly one-third to the overall inflationary pressure."

After US Fed status quo, will Raghuram Rajan surprise D-Street with rate cut?

The clamour for a rate cut is just getting louder. Industry experts expect at least a 50-bps reduction in repo rate, reports ET Now.

Earnings growth will provide the next trigger for the market: Gopal Agrawal, CIO, Mirae Asset Global

“We are adding some of the names in the cyclical space especially the corporate lenders, some of the metal names and typical oil and gas sector which were not in favour for last three to four years.”

Turnover of interest rate futures hits Rs 1.5 lakh crore in April-September

Trading of interest rate futures (IRF) on BSE, NSE and MCX-SX cumulatively stood at about Rs 1.48 lakh crore during April-September period.

Rate cut or not, transmission by banks will pick up pace in Q3 & Q4: SK Ghosh, SBI

"There is every possibility that the cost of deposit may witness a rapid fall in the next quarter or so. That will enable the banks to start transmitting the cuts."

RBI to lower key rate by 0.75% this fiscal: BofA ML

The Reserve Bank is likely to switch focus to supporting growth from fighting inflation and is likely to go for 0.75 per cent rate cut in the current fiscal, BofA ML said in a report.

In December and March quarters expect over 20% earnings growth: Anup Maheshwari, DSP BlackRock

“Commodities, PSU banks and to some extent the industrial sector, are the three sectors that we think can help profit growth in FY18 as well.”

Expect no reaction from markets to status quo in credit policy: Nilesh Shah, Axis Capital

"For markets, the policy has come as per expectations. More importantly, those expectations were managed way ahead of the policy."

Expect no changes in RBI’s rate regime: Indranil Pan, Kotak Mahindra Bank

"We are expecting perhaps another cut in the SLR. But, absolutely, no change on the rate front," says Indranil Pan.

Markets will remain nervous till political clarity emerges: David Pezarkar

If the tapering is starts because the US economy is producing data which is better than expectations, then it should be positive for India.

RBI may hike rate; inflation could ease in H2 of 2014: BofAML

Since taking over in early September, Governor Raghuram Rajan has hiked rates twice with an eye on inflation, which quickened to 7 per cent in October.

Top four short-term trading calls in smallcap space

According to analysts, the market is near important support levels and the correction can be utilized to buy some stocks.

RBI repo rate cut: Your home and car loan EMIs may not come down soon

SBI chairman said that there is no scope of transmitting the RBI's repo rate cut. "Repo rate cut will have no impact on loan, deposit rates," he said.

RBI cuts repo rate by 25bps to 7.5%

The RBI cut repo rate by 25bps to 7.5% for the second time since the start of the year, but warned that its scope for further policy easing is limited.

Don’t expect any RBI action on rate front in near future: YM Deosthalee, L&T Finance Holdings

"Food prices might go up in the near future, but given the lower oil prices, it is unlikely that in the immediate future they will go up."

Realty, bank stocks surge on rate cut hopes

Realty and banking stocks today gained as much as 8 per cent as core inflation in February fell below 4 per cent mark for the first time in nearly 3 years.

Political economy a reality for central bankers: RBI Governor Raghuram Rajan

Rajan said politics and history both have been important forces in determining the economic policymakers' goals and tactics globally.

Top ten stocks which can give up to 9% return in next 4-5 days

S&P outlook upgrade provided some bit of respite but analysts still feel that the bias is on the downside till the time Nifty trades below 8100 levels.

Only earnings can be the next big trigger for the market: Ajay Tyagi, UTI MF

“If the trajectory of the rate hikes into 2017 is more than what the markets are anticipating that clearly would be the negative event.”

Top four midcap trading strategies in choppy market

The Indian markets are witnessing a choppy session as bulls took a breather after two-days of gains.

Good time to do some serious bottom fishing: Arindam Ghosh, BlackRidge Capital Advisors

'India has brought about a lot of positive changes compared to the previous quarter,' says Arindam Ghosh.

India Inc hopes RBI to cut rates after robust IIP data

Industrial production expanded at a 4-month high rate of 3.8 per cent in June due to improvement in manufacturing activity.

Weak IIP show boosts expectations of interest rate cuts

Poor performance of IIP has led to further expectations of a reduction in key policy rates by Reserve Bank of India (RBI).

Raghuram Rajan keeps interest rates unchanged but raises hope of cuts

Reserve Bank of India Governor Raghuram Rajan kept interest rates unchanged as expected but raised hopes of a cut before year end.

Three reasons why RBI's Raghuram Rajan felt it's not the right time to cut rates

RBI said that inflation projections for January-March 2016 are lower by about 0.2%, with risks broadly balanced around the target of 6.0% for January 2016.

Market looking for direction, expect financials to do well: Anil Rego, Right Horizons

"One of the key factors which will impact the Indian markets is FII allocations in emerging markets over the next few weeks or so."

Sell Zee Telefilms at a price target of Rs 205 : Mitesh Thacker

Sell Zee Telefilms at a stop loss of Rs 225.5 - Rs 226.

Higher RBI dividend, lower auction augur well for the bond market

The ten-year new benchmark bond yields on Monday fell about five basis points to 8.60% prompting some amount of bullishness.

RBI cuts repo rate: Banks to pass on benefit to customers; lower lending rates

If the interest rate on a 20 year housing loan of Rs 50 lakh home lowers to 11% from 11.25%, it will translate into a saving of Rs 853 per month in the EMI.

'BUY' OR 'SELL' ideas by experts for Thursday, March 15

ET Now spoke to various experts and here's what they have to recommend for today's trade:

Sensex slips below 20K-mark; Tata Motors drops 6 pc

After a better start at 20,072.28, Sensex fell by 102.83 pts, or 0.51 pc to 19,923.78 as auto majors Tata Motors and M&M recorded losses.

Expect market to provide bit of upward momentum: Prateek Agarwal, ASK Investment Managers

At this point in time, I would still want to be more bullish than bearish, says Prateek Agarwal, ASK Investment Managers.

Sensex slips into red as RBI keeps policy rates unchanged

After rallying as much as 106 points in morning trade, the S&P BSE Sensex slipped in the red as the RBI kept repo rate unchanged at 8%.

Sensex in green; banks, metals, pharma, auto gain

The market is rebounding after a sharp correction in last trading session. The intermediate trend remains weak and profit booking is likely to continue.

Expect midcaps to outperform in a bull market: Sangeeta Purushottam, Cogito Advisors

"It is very important to stay with quality in the midcap universe particularly now that most of them have run up," Purushottam said.

SBI hikes lending rate by 25 bps; stock up

The State Bank of India has made loans dearer by raising base rate by 25 basis points, ahead of RBI’s annual monetary policy review on May 3.

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