CURRENT INFLATION PERCEPTION
Rs 50 LPA feels like Rs 25 LPA in Bengaluru: Are techies lying about salaries? Netizens unveil the truth behind fat paychecks
A viral social media post questioning whether Rs 50 lakh per annum (LPA) has become the new Rs 25 LPA in Bengaluru sparked widespread debate among tech professionals, highlighting concerns over rising living costs, inflated compensation structures, and shifting salary benchmarks. While some argued that Rs 50 LPA is no longer impressive in the city’s high-cost ecosystem, others pointed out that such packages often include stock-based components and are typically reserved for top-tier or highly skilled professionals.
The Great Indian Football Mess: Bhaichung Bhutia, others demand overhaul of 'rotten' system
India's football team faces criticism after a loss to Hong Kong. Former captain Bhaichung Bhutia slams the AIFF and Kalyan Chaubey, demanding resignation. Other stakeholders like Goutam Sarkar, Subrata Bhattacharya, Ravi Puskur, and Parth Jindal also express concerns. They highlight issues like mismanagement, reliance on foreign coaches, and inflated player salaries. Urgent reforms are needed to improve Indian football.
Can Nifty sustain 25,000? Share.Market expert answers, suggests strategy for Cochin Shipyard, Suzlon & 4 more stocks
Market analyst Mayank Jain advises investors to watch macro data and corporate earnings. Nifty surpassed 25,000 after the RBI rate cut. Immediate resistance for Nifty is at 25,100. Bank Nifty faces resistance at 57,000. Interest rate-sensitive sectors saw rallies. FII selling was offset by domestic investors. The Trump-Musk spat impacts Tesla's stock.
Households feel inflation is easing in short and medium term: RBI Survey
The Reserve Bank of India reports a slight dip in how Indian households view current inflation. A recent survey shows people feel price pressures are easing. Expectations for the near future have also softened. The survey, conducted across 19 cities, reveals varied perceptions based on demographics and location. Food prices are still a major concern.
US yields are America’s headache, but DXY may be world’s concern: Kotak Equities
Kotak Institutional Equities suggests rising US bond yields reflect domestic fiscal concerns rather than growth optimism. A weakening US dollar, however, poses broader global risks, potentially reshaping investment strategies and capital flows. While US yields may be a localized issue, a declining dollar index could trigger asset repricing and influence financial stability worldwide, but India seems insulated.
Gen Z’s verdict on India’s progress is mixed. Are we listening?
The ET Snapchat Gen Z Index reveals that young Indians, while acknowledging improvements in cleanliness, express significant concerns about worsening unemployment, price rise, and pollution. A majority feel economic pressures and environmental decline are escalating. Issues like corruption and safety remain persistent anxieties, highlighting Gen Z's demand for comprehensive reforms and greater accountability from public institutions.
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Can India bond yields fall lower than that of US? Uday Kotak wonders
In a post on social media platform X (formerly Twitter), Kotak highlighted that India's 10-year bond yield is at 6.20% per annum, while the US stands at 4.60%. This represents a gap of 1.60%, underscoring a significant compression in the spread between the benchmark yields of the two countries.
Linking F&B taxation to room tariffs is operationally challenging for hotel industry: FHRAI’s K Syama Raju
The industry body says such linking creates a cumbersome process for hotels, requiring them to continuously monitor room rates to avoid unintended GST changes.
Defence stocks enter overheated zone, says Share.Market expert, suggests strategy for GRSE, Cochin Shipyard & 3 others
For India, these changes could impact the demand for Indian products in both the US and Chinese markets, as lower tariffs may make Chinese goods more competitive. Additionally, the evolving US-China trade relationship could affect the ongoing US-India trade negotiations. If a US-India deal is finalized, it could have significant implications for key Indian sectors such as textiles, pharmaceuticals, and IT, which are closely tied to US trade policies.
Not just for retirees: Why Gen Z should embrace bonds early in their journey
Vineet Agarwal advocates for Gen Z to consider bonds as a stable investment foundation amidst equity market uncertainties. Bonds offer predictable returns, monthly cash flows, and low volatility, making them a powerful tool for young investors. He suggests bonds can be a crucial component for short-term financial planning and wealth creation.
Time to start building wealth? Vaibhav Agrawal says correction in small and midcaps offers attractive entry points for investors
In this ETMarkets Smart Talk, Vaibhav Agrawal of Motilal Oswal AMC says India’s macro strength makes current market volatility a buying opportunity for long-term investors. He highlights value in small- and mid-cap stocks post correction, shares sectoral views, asset allocation tips for young investors, and MOAMC’s strategy to stay anchored in domestic growth amid global uncertainty.
India-US yield spread sees historic shift. How it may impact rupee and interest rates
A rare financial event occurred on April 11th as the U.S. and India 10-year government bond yield spread dipped below 2% for the first time. This compression, driven by factors like U.S. fiscal deficits and tariff war fears, grants the Reserve Bank of India greater independence in monetary policy.
RBI launches 3 key surveys for monetary policy input
The Reserve Bank of India (RBI) has initiated three crucial surveys, including one on inflation expectations, to inform monetary policy decisions. These surveys, encompassing urban and rural consumer confidence, aim to gather insights into household sentiments regarding the economy, employment, prices, income, and spending. The findings will provide valuable inputs for the RBI's upcoming Monetary Policy Committee meetings.
Recession unlikely, but there will be a period that could resemble stagflation: Viktor Shvets, Macquarie Capital
Viktor Shvets of Macquarie Capital suggests the US faces a period resembling stagflation, not outright recession, due to Donald Trump's policies aimed at reshaping American society. He notes that India's economic growth, while strong, needs recalibration and structural reforms to achieve its potential.
Dollar drifts higher at end of volatile week of Trump backflips
The dollar experienced a volatile week, initially dropping due to President Trump's criticism of the Federal Reserve, then surging on hopes of trade de-escalation with China. However, uncertainty persists as Beijing denies ongoing trade talks. The dollar rose against the yen and Swiss franc, while the euro and sterling weakened.
Rural Consumer Confidence Survey reveals optimism in income and spending for 2025
A Reserve Bank of India study indicates that rural Indian households anticipate improved earnings and maintain strong spending sentiment, particularly on essential items. The Rural Consumer Confidence Survey (RCCS) reveals optimism about future income, despite persistent inflation concerns. While inflation perceptions remain elevated, they exhibit a moderating trend, contributing to a positive outlook.
IMF head warns of global trade disruptions, says 'recession can be avoided despite Trump's tariff rollout'
The International Monetary Fund's Kristalina Georgieva stated that while President Trump's tariffs will impact global growth, a recession can be avoided. The IMF expects short-term disruptions and rising inflation but stresses that smart responses to trade tensions are crucial for long-term stability. Georgieva called for a more level global trading system and recommended fiscal reforms, urging countries to reduce uncertainty and foster economic resilience.
Realign portfolio and you will come out right after a volatile period of a quarter or so: Vikas Khemani
Vikas Khemani of Carnelian Asset Management says that if investors are getting opportunities because of this situation, they should make use of them. There are many segments; nothing changes in the banking and financial services segment because of the ongoing global crisis. Now, they are great opportunities. So, we should realign our portfolios. If we realign the portfolios, we will come out quite okay on the other side of this whole volatile period of a quarter or so.
Tariffs, FIIs and the Dollar: Sandeep Tandon deciphers market moves
Sandeep Tandon, CIO of Quant Mutual Fund, expresses confidence in India's market recovery potential for April despite recent corrections. He points out that India is in a better position relative to other countries and predicts that investor sentiment will shift positively. He emphasizes opportunities in specific Indian sectors and suggests cautious but strategic investments in the current volatile environment.
MSMEs in India and the insurance imperative: Closing the protection gap.
Despite their significant contribution to the economy, business insurance penetration among MSMEs in India remains critically low. At the ET MSME Awards 2024, Girija Subramanian, Chairman-cum-Managing Director, The New India Assurance Co. Ltd., discusses the pressing challenges MSMEs face in adopting insurance and the steps needed to bridge this gap.
Getting bad: Poll after poll, Donald Trump's ratings plunge; here's the latest one and where the problem is coming from and why it matters
Donald Trump's approval ratings have dropped below 50% for the first time in a month, with key issues such as inflation and tariffs affecting his popularity. While he maintains support in areas like national security, discontent among independents is rising. Public perception has grown more critical of his handling of domestic matters.
Households expect moderation in inflation
Households’ median inflation perception for the current period- July'22 moderated by 80 basis points (bps- one bps is 0.01 per cent) to 9.3 per cent in the RBI's latest survey round. Significantly, inflation expectation dipped both sequentially as well as year-on-year basis.
RBI’s January 2022 survey shows moderation in household inflation expectations
The central bank, which on Thursday, released the results of its January 2022 round of Inflation Expectations Survey of Households, said that median inflation perceptions for the current period moderated by 70 basis points to 9.7 per cent in the previous month
Household inflation expectations sequentially down, but still high: RBI survey
"Households’ median inflation perceptions for the current period moderated by 70 basis points to 9.7 per cent in January, while the three months and one year ahead median inflation expectations also declined by 170 and 190 basis points, respectively, from the November 2021 round of the survey," RBI said in the survey.
View: When it comes to inflation, don't ignore perceptions & expectations
A day after the Fed's announcement, the Bank of England raised its benchmark rate to check inflation in Britain. While Boris Johnson's current political problems with his party are unrelated, inflation at a decade's high cannot be good for his premiership.
Indians less optimistic about economy, but there are still many rays of hope
The majority feel the employment situation has worsened. However, many more are of the opinion that job prospects will be better next year.
Economy headed for consolidation, says RBI survey
Real GDP and real GVA are expected to grow by 7.4 per cent and 7.2 per cent, in 2017-18 and consolidate further by 40 basis points (bps) and 50 bps.
Indian households less confident about economic situation: RBI survey
This RBI survey captures households perceptions compared to a year ago and their expectations a year ahead on a three point scale
India no longer a problem economy: Raghuram Rajan
Rajan also said formation of a stable government at the Centre has strengthened the country's position among overseas investors.
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