remember due date for QE2 ..indecision probably due to uncertainty. consolidation probably due to long term fundamentals..now it is how one choose to play...!!!
Markets are pricing end of QE2 and no fresh QE which means monetary tightening which may pull money out of emerging markets... This is uncertainty Now in india, Int rate cycle is peaking but RBI keeps giving different signals..if you consider the steep rise in yield of recent bond issue for current fiscal year..means fresh round of interest rate increases...whereas growth is getting affected with all this hikes which we read with pending crude price hikes...situation is going out of central bank hands...probable way can be either liquidity easing by CRR cut or by just token hike in repo rates allowing banks to go for growth financing... But till some measures are announced, markets are indecisive..
12 comments:
thnx..
means a sell or buy n dips market
manu,
remember due date for QE2 ..indecision probably due to uncertainty. consolidation probably due to long term fundamentals..now it is how one choose to play...!!!
extracting:
Levels to watch:
5690 5620 5550 5510
on uppperside 5772 5803 -> 5884
Thanks for the analysis.
Hello Manu, Thanks for interpretation.
due date for qe2?
or planning qe3?
i didnt get it..or fed will stop buying treasuries in june ..bloomberg..
nyways india will attract money ..
for neo r Ew 5600 s last temple..
for funda guys no lvls but intrst rate cycle which seems peaking
inv..hi..whch intreprtn..
??
manu brother,
"means a sell or buy n dips market"
this
Hi Man[u], :))
what a pleasant day its gonna be for me, this small break was worth it, I came to Sri's site while you are here
:D
Howz life, man! howz N & D!!
I will be online another 2 hours.
Hi Sri,
Fantastic posts!
Great going ...
This only you can do.
All the best.
Hope your work schedule is not very bad, at end of year.
hi moh...
surprise man...how come today u r free...
very bad year ending this time...chalta hai man..
best
manu,
Markets are pricing end of QE2 and no fresh QE which means monetary tightening which may pull money out of emerging markets...
This is uncertainty
Now in india, Int rate cycle is peaking but RBI keeps giving different signals..if you consider the steep rise in yield of recent bond issue for current fiscal year..means fresh round of interest rate increases...whereas growth is getting affected with all this hikes which we read with pending crude price hikes...situation is going out of central bank hands...probable way can be either liquidity easing by CRR cut or by just token hike in repo rates allowing banks to go for growth financing...
But till some measures are announced, markets are indecisive..
thnx sri..as always..
mo h pa ji..great to c u..
ur gtalk off kya?
Hi Sri,
Your financial prowess reflects in your posts, very unique.
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