VIVEK RAJPAL
Flatter US bond curve reflects global growth slowdown: Vivek Rajpal, Nomura India
I do not think it is still a case for 50 bps cut but a 25 bps rate cut is more likely, says Rajpal.
I remain neutral-ish on rupee at these levels: Vivek Rajpal, Nomura India
It is really a goldilocks kind of a scenario for India, says Rajpal.
Lower oil prices to help India on twin deficit front: Vivek Rajpal, Nomura
Broadly speaking, bond yields might remain under downward pressure, says Rajpal
Forex burn by RBI has silver lining for bond market
The RBI has announced 360 billion rupees of bond purchases for October.
We have to see if equities can sustain higher US rates: Vivek Rajpal, Nomura
“If a significant risk-off happens and oil & US rates fall, that may provide relief to rupee.”
RBI will remain proactive on liquidity amid rupee's fall: Vivek Rajpal, Nomura
There is some relief coming in bond markets -- both corporate and sovereign bonds.
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RBI taking right steps to inject liquidity: Vivek Rajpal, Nomura
The steps will help the front-end of the bond markets.
Expect consolidation in rupee in near term: Vivek Rajpal, Nomura
“The market will be keenly watching if there are hints of four Fed rate hikes this year.”
FPIs are becoming an important investor class in bond market: Vivek Rajpal, Nomura India
FPI as an investor class is emerging and will class to absorb the bond supply in this fiscal year and next.
FPIs emerging as new investors in Indian bond market: Vivek Rajpal, Nomura
The bond supply calendar has surprised positively, says Vivek Rajpal.
FPIs may be the new investors in G-Secs: Vivek Rajpal
"FPI buying plus RBI buying of bonds is required to compensate for bank demand of bonds."
Liquidity infusion may not trigger a meaningful rally in bond markets: Vivek Rajpal
"Rates like one-year T-bill, two-year bonds, three-year bonds will definitely find a little comfort."
Modi's cash buildup adds to litany of bond market woes
10-year bond prices have dropped for seven months through February.
FIIs will continue to hold the bonds, domestic investors are selling: Vivek Rajpal, Nomura India
“Currency markets care about growth prospects and there is optimism on the growth front," says Rajpal.
From a medium term investment perspective, India remains an attractive story: Vivek Rajpal, Nomura India
"Let us not forget that India has been operating in a liquidity deficit situation for many-many years, it is only like last year or so we turned into a liquidity surplus country," said Rajpal.
There is 60:40 chance of rate cut: Vivek Rajpal, Nomura
As far as the question of Fed hike is concerned, India macro fundamentals are strong enough and I do not think there is too much of a risk on that front.
RBI won't cut rates in the foreseeable future; mkts to track inflation-growth dynamics: Vivek Rajpal, Nomura India
"From markets perspective, we should soon shift our expectations from monetary policy. Markets will start reacting to the supply demand equation."
Aggressive rate cuts may be difficult as CAD remains high: Vivek Rajpal, Nomura
CAD forces liquidity deficit conditions and causes staggered rate cuts or rather stops the consecutive rate cuts which the market expects.
Markets worried about fiscal deficit: Vivek Rajpal, Nomura India
"The budget mentioned the number at Rs 6.3 trillion as the gross borrowing for FY14. This was on the high side of expectations."
Don’t expect a big sell off in bond markets in near term: Vivek Rajpal, Nomura India
'Six trillion gross supply would include Rs 40,000 crore of the bond buyback or the redemptions which were due in FY15.'
10-year bond yields consolidating at around 7.80%: Vivek Rajpal, Nomura India
"We have a target of 7.80% in the current quarter. So 7.80% is a fair value zone. Yield should consolidate at around 7.80 zone."
Inflation will continue to be in a downward trajectory: Vivek Rajpal, Nomura India
The rupee we are seeing a pretty range-bound kind of a trajectory. By December-end we have a view that it will end around 54 levels.
Markets to remain range bound in near term: Vivek Rajpal, Nomura India
In an interview with ET Now, Vivek Rajpal, Rates Strategist, Nomura India, talks about the position of rupee and the impact of monetary policy on the market.
See fair value zone for rupee at 52 levels vs dollar: Vivek Rajpal, Nomura India
"Our view is that 52 is a fair value zone. Of course, the markets can overshoot and we can see levels below 52, which is where the rupee should stabilize," says Vivek Rajpal, Nomura India.
Bond yields continue rally on hopes of rate cut: Vivek Rajpal, Nomura India
The Reserve Bank of India definitely kept its focus on inflation rather than growth: Vivek Rajpal, Nomura India
53-54 a fair value zone for rupee: Vivek Rajpal, Nomura India
"The worst in terms of current account is behind us and from here on we may see a very gradual appreciation of the rupee from the current levels," Vivek Rajpal says.
Expectations of monetary easing remain intact: Vivek Rajpal, Nomura India
In an interview with ET Now, Vivek Rajpal, Rates Strategist, Nomura India, gives his views on inflation numbers. Excerpts:
Expect RBI to cut rates by another 50 bps: Vivek Rajpal, Nomura India
In an interview with ET Now, Vivek Rajpal, Rates Strategist, Nomura India, talks about the expected RBI rate cut and the rupee. Excerpts:
Re may remain under pressure without RBI intervention: Vivek Rajpal, Nomura India
In an interview with ET Now, Vivek Rajpal, Rates Strategist, Nomura India, gives his views on the 10-year paper and the rupee. Excerpts:
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