The regulator in January came out with guidelines for entities operating as investment advisers in IFSC and said that any recognised entity desirous of operating in IFSC as an IA, may form a company or LLP (limited liability partnership) to provide investment advisory services. … [Read more...] about SEBI asks investment advisers operating in IFSC to have $700,000 net worth
London alternative investment market
A. Earnings surprises and misses have been evenly matched for this quarter. It has been a mixed bag but the big earnings revival seems to be around the corner. The factor which has effected earnings growth in a big way appears to be fiercely competitive pricing adopted by businesses belonging to practically all the sectors. … [Read more...] about Market is in longer duration time wise correction, says Ajay Khandelwal
That said, global growth fears are very strong, with a majority of investors expecting global growth to slow in the next 12 months, although most think a recession is unlikely. Investors are saying that a ‘secular stagnation’ environment is most likely in the next two-or-three quarters. With lower global growth, inflation expectations too have declined, allowing investors to discount a dovish Fed. That is why they now think the dollar is very overvalued, the most since June 2002, while they also think emerging market currencies are the cheapest since October 2004. … [Read more...] about Quick Take | Fund manager survey finds emerging markets favourites against backdrop of slowing growth
The only bit of good news is that the number of new cases is dropping in China, but it’s early days yet and who’s to say that once the restrictions are relaxed it won’t flare up again. The Hobson’s choice is between making sure the virus has been stamped out and letting the economy suffer till then or try and get the economy moving soon and risk a recurrence of the disease, which could lead to the recovery becoming W-shaped. Xi Jinping has opted for the latter course, with his insistence that the 2020 economic targets for China should remain unchanged. … [Read more...] about Moneycontrol Pro Weekender: Time to pay the bill?
The India M-Commerce Insights Report said that the market is getting structured as a ladder between `Leaders’, `Challengers’ and `Strugglers’. While Flipkart and Amazon lead as the most engaged platforms, Club Factory is growing up fast among Challengers. … [Read more...] about Club Factory Emerges Top Challenger to Amazon, Flipkart: TechArc Report