Rabobank International

Nvidia, energy stocks: DeepSeek AI triggers market sell-off; time to worry?

The emergence of an almost-as-good AI utility created at much lower cost that also uses much less energy has set the proverbial cat amongst the pigeons.

Goldman Sachs ups India 2024 GDP forecast to 6.7%; sees RBI rate cut in Q4

RBI's MPC has sounded caution on sticky food inflation, Goldman Sachs says, owing to supply-side disruptions due to the ongoing hot weather conditions in many parts of India

Are the stock markets prepared for a delay in interest rate cut?

As regards rate cuts, analysts expect the global central banks, especially in Asia, to follow the Fed in rate cutting cycle

RBI wants inflation elephant in the forest. Can pricier oil bring it back?

After witnessing sustained moderation, cost push pressures faced by firms, the RBI said, are showing upward bias

Crude oil can hit $100 a barrel if production cuts continue: Analysts

Others, too, believe that $100 a barrel could become a reality

Dutch economy to witness slower growth in next 2 years, warns Rabobank

The Dutch Rabobank warned that after impressive recovery growth rates in 2021 and 2022, the economy in the Netherlands is expected to witness slower growth in the next two years

No relief for markets as Fed gets aggressive to tame inflation: Chris Wood

The latest consumer inflation (CPI) print in the US for June came in at 9.1 per cent - the highest reading since 1981, and surpassed most analysts' expectations, who had pegged this at 8.8 per cent

Is the US Fed rate hike always bad for equity markets? What analysts say

While the general consensus is of 6-7 rate hikes this year by the US Fed, there are some who expect lower rate hikes and a slowdown in the economy

Financial markets trying to discount changing news flow: Rabobank Intl

The accommodative RBI policy, combined with fiscal stimulus and (further) increase in energy commodities, particularly oil, increases the odds of high inflation, say Lambregts and Eijkelenburg

EM equities to underperform in 2022 on central bank policy action: Analysts

While most analysts see monetary policy normalisation across the world in 2022, rate trajectories are likely to diverge across geographies, they said

Markets will digest dent on June quarter earnings as one-time hit: CLSA

If India is unable to slow the number of infections, additional lockdown measures might be required, which analysts at Rabobank International say would negatively impact the supply side of the economy

'Financial markets are not fully factoring in the risk of renewed lockdown'

We expect both core, but particularly headline inflation, to rise during 2021, yet this should be a temporary move only, say Rabobank economists

Tough task ahead for Malavika Hegde, the new CEO of Coffee Day Enterprises

While her appointment came as no surprise, she will have to rebuild a struggling enterprise that has been selling its non-core assets to prune its debts

European banks face indigenous calls to end Amazon oil trade: Report

Fears over the impact of oil extraction in the Amazon were heightened in April when a pipeline ruptured, depriving 27,000 indigenous people of their main water source

This isn't an automatic buying opportunity: Jan Lambregts, Hugo Erken

"In recent years, we have grown used to every wobbly being met by government measures and this time around is no different"

We're less optimistic on India's medium-term prospects: Lambregts, Erken

When it comes to the debt markets, we continue to think that rates are going to be lower, for longer

India remains an attractive investment destination: Lambregts and Erken

After a 25 bps hike in December, we expect the US Fed to hike one more time in the first quarter of the calendar year 2019

Brace for more rupee weakness, advise Rabobank MD and senior economist

India's enormous growth potential, vast internal market, as well as government policies will continue to bolster India's attractiveness as an investment destination, says senior economist Hugo Erken

I'm a sceptic of Indian government's demonetisation move: Michael Every

Outcome of the US Federal Reserve's meeting and the possibility of Britain triggering off 'Brexit' proceedings at the European Council summit are the two key global events market watchers are eyeing in March. Back home, the outcome of the assembly elections holds key. Hong Kong - based MICHAEL EVERY, head of financial markets research for Asia-Pacific at Rabobank International tells Puneet Wadhwa that he expects the US central bank to hike rates only once this year. Edited excerpts:A number of experts suggest that the US Federal Reserve (US Fed) could hike rates in March. What's your view?It is unlikely that the US Fed will hike rates in March. The US Fed talks a lot, but acts too little. The minutes of the Federal Open Market Committee (FOMC) meeting in December revealed how dependent the US Fed's rate outlook has become on the timing and impact of the economic policies of the Trump administration. We currently expect one hike at the end of the year, though that is obviously ...