What Are Big Risks For Markets In Second Half Of 2021? All Things Markets podcast

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What are big risks for markets in second half of 2021?

3+ y ago 18:33

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Indhold leveret af All Things Markets and Mint - HT Smartcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af All Things Markets and Mint - HT Smartcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The pandemic crisis deteriorating in India especially in the last few months and delayed economic recovery due to localised lockdowns had very little impact on equities. Investors continued to pump money into equities, making it the best performing asset class in the first six months of 2021. However, with the V-shaped recovery in global economy, inflation fears as reflected in surging commodity prices have resurfaced. Will the Federal Reserve take its foot off the pedal and taper its stimulus policies? If so, would the bullish sentiment reverse its course? To understand that I am joined by Shibani Kurian, senior EVP, Head of Equity Research, Kotak Mahindra AMC.

… continue reading

101 episoder

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What are big risks for markets in second half of 2021?

All Things Markets

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published 3+ y ago

Del

MP3•Episode hjem

Indhold leveret af All Things Markets and Mint - HT Smartcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af All Things Markets and Mint - HT Smartcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The pandemic crisis deteriorating in India especially in the last few months and delayed economic recovery due to localised lockdowns had very little impact on equities. Investors continued to pump money into equities, making it the best performing asset class in the first six months of 2021. However, with the V-shaped recovery in global economy, inflation fears as reflected in surging commodity prices have resurfaced. Will the Federal Reserve take its foot off the pedal and taper its stimulus policies? If so, would the bullish sentiment reverse its course? To understand that I am joined by Shibani Kurian, senior EVP, Head of Equity Research, Kotak Mahindra AMC.

… continue reading

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