Mutual Funds Commodities Research Tax Planning IPO Our Team Contact Us    
Google
Web www.equitybulls.com
Market Commentary

| More

DBS Economics & Strategy: This Week: Firm growth, hawkish undertones

Posted On: 2018-05-08 08:21:07

DBS Economics & Strategy: This Week: Firm growth, hawkish undertonesMs. Radhika Rao, India Economist, DBS Bank

Key Highlights : -

- GDP reports from Hong Kong, Indonesia and Philippines are likely to point towards stable to slightly firmer growth in 1Q18.

- Indonesia's and Philippines' central banks are expected to sound cautious amidst financial market volatility and currency underperformance.

- China's exports are likely to recover from a rush to fulfil orders before US-imposed tariffs take effect.

India: Softer industrial production (IP) growth in March will mask the stronger sequential rise. Headline IP is likely to moderate to 5% YoY from 7.1% month before, weighed by base effects. On a MoM basis, production likely rebounded, mirroring the jump in the earlier released core industries index. In the latter, there was an improvement across segments save for crude oil; better-faring electricity, coal, steel, cement, etc. March PMI-manufacturing had eased, likely on currency underperformance and higher commodity prices, feeding into concerns over higher input prices and pressure on margins, but recovered ground in April. Auto sales continue to stay firm, supported by higher commercial vehicles and two-wheeler sales. An actual outcome close to our estimate will see IP average 4.4% growth in FY18, steady from the year before and recovering from a pre-GST slump in 1HFY18.


Source: Equity Bulls

Click here to send ur comments or to feedback@equitybulls.com





Other Headlines:

Market Quote by Anita Gandhi, Whole Time Director at Arihant Capital Markets

Market Quote by Gaurav Jain, Director, Hem Securities

Karnataka Election and Q4 Result is trigger for coming week market - Epic Research

Some hopes built ahead of Karnataka elections: Angel Broking

Market outlook - Sanjeev Zarbade, Vice-president-PCG Research at Kotak Securities

10690 earns respect from traders: Angel Broking

Some life seen in PSU banks: Angel Broking

Market outlook by Teena Virmani, Vice President - Research at Kotak Securities Ltd.

Q4 result will drive market in coming week : Epic research

Action pack week coming up next - Rahul Sharma, Senior Research Analyst at Equity99

10800 remain to be a sturdy wall: Angel Broking

Week gone by - Market Quote - Anita Gandhi, Whole Time Director at Arihant Capital Markets.

Week gone by - Market Quote - Gaurav Jain, Director, Hem Securities

Long Rollovers hints extension of ongoing move: Angel Broking

Reliance is widely expected to post an increase in Q4 - Epic Research

Nifty reclaims 10700, courtesy to Reliance and banking counters: Angel Broking

Market outlook - Sanjeev Zarbade, Vice-president - PCG Research, Kotak Securities

Weekly Market Outlook - Rahul Sharma, Senior Research Analyst - Equity99

Expiry factor pushed index beyond 10600: Angel Broking

DBS Macro strategy: INR volatility weighs on carry appetite

Market View - April 25, 2018 - Mr. Abhijeet Dey, Senior Fund Manager-Equities, BNP Paribas Mutual Fund

Market View - BNP Paribas Mutual Fund - April 23, 2018

Marquee 'IT' names finally saw some profit taking: Angel Broking

Nifty, Sensex close with small weekly gain of 0.8%

Market Quote - Gaurav Jain - Director, Hem Securities

Weekly Market Outlook - Rahul Sharma - Senior Research Analyst at Equity99

Markets Outlook - Teena Virmani, Vice President - Research at Kotak Securities Ltd

Q4 earnings will affect the market next week - Epic Research

The hawkishness widens within the MPC: Angel Broking

Thinnest single day range in many months: Angel Broking

Economy: Normal monsoon on the cards (IMD monsoon forecast) - Kotak

India's fiscal deficit strains rupee: Angel Commodities Broking

GBP INR depreciates 3% in April - the positive momentum should continue: Angel Commodities Broking

Use this rally to liquidate longs: Angel Broking

Nifty at six-weeks' high, approaching wall of 10580 - 10640: Angel Broking

Looks like another year of normal monsoon: Angel Broking

Market View - April 16, 2018 - Mr. Abhijeet Dey, Senior Fund Manager-Equities, BNP Paribas Mutual Fund

Weekly Market Outlook - Rahul Sharma, Senior Research Analyst at Equity99

Nifty climbs 1.44% - Anita Gandhi, Whole Time Director at Arihant Capital Markets

Weekly Market Update - Gaurav Jain, Director, Hem Securities

Infy results are widely expected to be better though with a lower guidance - Epic Reserarch

Start liquidating longs as Nifty approaches 10600: Angel Broking

SEBI to implement physical settlement in derivatives - Arihant Capital Markets

Inflation falls, but food inflation could be the good news: Angel Broking

IIP robust but partially loses momentum: Angel Broking

Comment on CPI numbers - Ms. Radhika Rao, India Economist, DBS Bank

'IT' index hastening towards its record highs: Angel Broking

SEBI's move to implement physical settlement in derivatives - Hem Securities

Reliance and Sun Pharma showed some encouraging signs: Angel Broking

Perfect balancing act from heavyweight banking names: Angel Broking



Website Created & Maintained by : Chennai Scripts
West Mambalam, Chennai - 600 033,
Tamil Nadu, India

disclaimer copyright © 2005 - 2018