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Harshad Patwardhan from Union AMC anticipates Indian markets will improve in the second half. Foreign fund outflows and IT sector pressures currently challenge performance. Festive demand, GST cuts, and RBI rate adjustments will boost consumer sentiment. Earnings growth is expected from the second half. Foreign institutional investment may return as trade issues resolve.
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News and Media
Bank of Japan Governor Kazuo Ueda affirmed inflation is on track for its target but cautioned that global uncertainties, including US tariffs and labor market weakness, might discourage wage increases. His comments suggest flexibility regarding an October rate hike, leading market players to anticipate a December increase instead.
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News and Media
The government shutdown that began on Wednesday could delay the release of a large chunk of economic data, meaning the Fed's ability to accurately assess the labor market and inflation situation - which was already limited - will now be much worse. That, in turn, could make the market rethink its own conviction about the near-term rate outlook.
Category:
News and Media
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