India Outlook 2024: Optimistic is an understatement!All factors seem to be falling in place for Indian Economy. And that will likely translate into huge gains for Indian currency, bonds and equities. This update speaks about the signals visible at the beginning of 2024.19:16by MBIPL1116
Investments Opportunity if you are Looking safe investments then Look for Investing in Indian Gov Bonds , its my personal Opinion its available at discounted rate Now Good luck Longby ShreeKrishna_FUpdated 5525
Rupee best performer 2023. 2024 looks even better.Rupee stayed almost flat against the $ in 2023, depreciating 2% whereas other EM currencies depreciated more than 4%. Equities soared in 2023 and if things go as they are appearing, then 2024 promises to be even better. There is lot of hop and optimism in the air already about Indian economy and that will most likely translate into higher returns for Indian equity investors. If you are not in India - You are missing the biggest global party!09:56by MBIPL12
Fed stays pat. Equities soar. India's Goldilocks periodIndia has managed to keep its public finance in control and focus on capex led growth. That has ensured that India managed to stay afloat during the storm and now that the storm has subsided, India is on its way to race at higher knots. This video is an update on the latest global macro developments 19:48by MBIPL9
India Q2 FY24 GVA/ GDP Data Analysis India's FY24 Q2 GVA/ GDP Data has just been published and it is higher than estimates. This video analyses the data and in an update to the earlier idea of impact of bond yields on equities.18:22by MBIPL8
US 10 YEAR BOND TREND nowTREND - NUETRAL .because now at down and up TL juction. PRESENT ZONE- At DEMAND ZONE 1. FORECAST -As per ZONE once downward TL crosses and closes above At DEMAND ZONE 1 will target SUPPLY ZONE 1 at 4.643. If not will target DEMAND ZONE 2 MY TAKE - will target 4.643 the SUPPLY ZONE 1. But any news flow may change this scenoria. IMPORTANCE OF US 10 YEAR BOND is once it moves up Dollar will go up.Rupee goes down along with equity markets.so always keep track on this always.Longby ganeshbabu6Updated 6
If there is a global party on...India's gonna lead!As the US Inflation numbers came soft, all doubts about Fed hiking rates in December were gone. That led to all currencies strengthening against the $. US Yields colled off, Dollar Index came down and US Equities soared. Indian markets also joined the party. The Rupee made strong gains making new multi week highs. G Sec Yields came off highs and Sensex and Nifty just took off to the skies. As global uncertainity eases, India stands to benefit the most over the next few decades when we rise up the ranks as a global economic superpower.13:17by MBIPL5
Rupee makes new low against $. Implications for Indian equitiesRupee made a new low against the greenback on Fri 10 Nov 2023. Falling Rupee means higher inflation, higher yields, lower liquidity and hence capping of equities. This is what i discuss in this update 17:56by MBIPL6
Implications of small changes in US Bond Yields and USDINR As US Yields cool off a tad bit, it results into Dollar index cooling and Rupee strengthening. Our Forex Reserves increased, our yields fell and our benchmark equity indices soared. India's maiden 50 year bond issue was oversubscribed and that shows how much interest and confidence there is about India over the coming few decades. India's largest Festival season - Diwali is on and that is adding to the positive mood and momentum. Technicals also seem to be changing from sell to buy - but it is early days yet. So the script works just fine in these conditions as in all other ones. If market makes a new low as compared to previous candle, it buys one unit, thereby effectively pulling the average cost down.10:48by MBIPL7
US 10 YR yields are at support levelsWe are at the bottom end of the 2-4 channel at 4.48% on the 10-year note yields so it may be early to say that the trend has changed even as we are in the final long-term 5th wave which is the final leg of this bull run for bond yields.Longby indiacharts7
US Fed keeps rates unchanged - Indian markets rejoiceAs the FED did not tinker with rates, Indian equity markets saw a gap up opening. This was probably on the hope tha FII selling will subside and the continuous fall which we were witnessing may pause/ stop. India's largest festival - Diwali - is on, followed by the Union Budget coming in early 2024 and soon after that the central elections would be announced. So lot of news flow expected going forward. Algos help take the subjectivity and emotions out of the decision making, and that is what i have explained in the end of this video idea.15:04by MBIPL5
Japanese Bond market has reversed.Since 2016 till last year interest rates were negative. If you know why can comment.by vijaycarneiro2
Tight Liquidity Globally as well as locally pulls Equities downRising US Yields are attracting liquidity from all assets. Also, in the domestic markets the yield curve has become flat. From being normal sloping during height of Covid to flat today; the shape and level of the yield curve have repercussions on investors. This video examines the liquidity situation globally as well as locally and tracks leading indicators to get a sense of whether the trend is reversing any time soon. These fundamental factors lead to technical charts being formed which are now looking more and more bearish. Finally this video puts it all together to convert all the analysis into action. The script which i have shared is a simple indicator ewhich checks if the low of the current candle is lower than the previous one, and if so, it triggers a buy alert. Simple as it sounds, is also very effective in pulling the buying average down as we increase the quantity of our holding.12:50by MBIPL4
US10Ythe fall started from 15% in Oct' 1981 until 0.533% in Jul 2020 has formed a parallel channel. Though the rise has been sharp and with very little consolidation. However it may start consolidating from 6-8% retracement from that may not be much, however time correction is needed as bond yield has increase too much in little time. by SunilDhawan8
Indian and US G Sec Yields and impact on USDINR and EquitiesBond Yields in India are anchored at 7% whereas in US the curve is inverted and interest rates are going to be 'higher for longer'. Inspite of this Rupee is not getting hammerred, due to huge forex reserves and even the Indian stock market is fairly resilient, thanks to deluge of local money. So going forward, a long term investor is likely to benefit if he/ she keeps buying the dip and just stay invested. Education08:59by MBIPL6
US 10y Government bondUS 10Y treasuries bond yield Resistance seen at 4.818$/5.15 #yields #usa #inflation #Fed #StockMarketShortby Hiren_Vora9
Chinese bond Market historical dataChinese bond Market historical data is very strong.by vijaycarneiro10
Indian Bond markets interest ratesThis shows a historical data of Indian bond markets and it seems to be stable and at least not inverted like USAby vijaycarneiro7
The USA bond rates and recessions Whenever the 30 year bond rates go up nearly to the 1 year bond rates there was a recession. but this time it has INVERTED!! this is the end!!by vijaycarneiro1
Yield curve inversion Yield curve inversion between 2Y ans 10 Y has been in existence for more than 14 months. One of the longest streak as per available data. Indicating sticky inflation scenario. Treasury has attracted one of the biggest inflow in last couply of years. Smart money is moving into T Bills for safe heaven purpose and to lockin the high yield. by TukkaNomist8
Upmove to continue US 30 Y bond yield should break 5% mark in next couple of months. Yields are rising across the board. Yield curve inversion has been in existence for more than 6 months. Fixed mortgage has almost touched 8%. 1 more rate hike looks feasible in next Fed meeting. Longby TukkaNomist3
2024 March April started a huge crash in equity market 2024 march April started a huge recession in equity market according to bond market when 10 year bond yields and 2 year bond yields curve at base line o it men's recession this economy indicator pridict right pridition back 40 year . Look at the example the greatest tech burst crash in 2000 and subprime mortgage crash 2008 and pendmic crash 2020 . This economy indicator pridict earlier this huge crash . by Lokendrakumar9
Again high 🚨🚨🚨🚨🚨 signal for equity marketsLook this medium term charts of 10yrbond yields if it's breakout above this levels biggest crush coming on all worldLongby MurtazaLokhandwala15