Tuhin Chakraborty – Securities Trading
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Author: cristina
Bond Markets and Central Bank Action in the Covid Crisis
When the full impact of Coronavirus hit the market, almost all risk assets fell sharply for one whole month from late February to March 23rd in a widespread market panic. Equities, Corporate Bonds, Financial Bonds, EM bonds and Commodities. Virtually the only assets that rose were the US dollar and ...
Optimism pays dividends when it comes to recessions
Full article: Financial Times Adviser, April 2020 ...
Chinese credit stimulus to boost global economy
Mihir Kapadia, CEO of Sun Global Investments recently shared his views China’s credit stimulus programme with Saloni Sardana at FT Adviser: “A boost to China’s credit will have an impact on the global economy as the credit injection will no doubt support the economy, which is currently unnerved by the global macroeconomic ...
Oil drops as robust U.S. production counters OPEC’s restraint
Commenting on the recent fall in Oil prices as reported on MarketWatch, Mihir Kapadia, CEO of Sun Global Investments said: ““With the possibility of increasing pressure on OPEC to meet oil demand, it remains to be seen how much longer members and partners will be able to continue to maintain ...
From The CIO’s Office
The US stockmarket ended the week on a high note after strong reports from big banks kicked off the earnings season with a positive tone. The Dow was boosted by Disney, after it announced details of its proposed new streaming service to counter Netflix, Amazon Prime and others. Elsewhere, market sentiment was ...
The relationship between commodities and traditional assets
Mihir Kapadia, CEO of Sun Global Investments recently shared his insights into the relationship between commodities and traditional assets with Saloni Sardana at FT Adviser: “Rising commodity prices can lead to higher inflation, which in turn has an impact on interest rates and nominal yields, potentially pushing them higher.” ...