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Kochar Bipin

Joined: 04/08/20

Comments by Kochar Bipin
Analysis-Under water: how the Bank of England threw markets a lifeline Oct 02, 2022 8:02
The pension fund crisis highlights the fragility of the financial system. Bank of England clearly has the responsibility of ensuring that it's actions or proposed. actions do not end up destroying financial systems that have worked well for over 4 decades
White House's Deese, asked about UK economic plans, stresses 'fiscal prudence' Sep 28, 2022 4:24
Instead of cajoling UK, the US should work towards resolving the issues causing strain on UK and Europe
India 10Y Sep 23, 2022 7:56
Seems certain RBI will raise repo rate by 50 basis points in Sep MPC meeting. Will cross 7.5% only if RBI hikes repo rate by 75-80 basis points. As banks have provided for mark to market on investments when 10 year rate was 7.45% (30-Jun), they will have make only nominal provisions on investments.
Central bankers sing in harmony, but stocks don't like what they hear Aug 30, 2022 7:39
The Bank of England has been hiking rates since the beginning of 2022 - however, in spite of these hikes, prices of gas and electricity are soaring pushing up cost of living - all the rate hikes have achieved is increase the misery level of citizens for no fault of theirsIt's high time, Governments and Central Banks accept that monetary policy cannot really address inflation caused by irrational policy decisions by the Government - and the Government moves swiftly to fix this.
USD/INR Aug 26, 2022 16:20
Will breach 80 -
FTSE 100 seen opening lower after falls in Asia Aug 02, 2022 8:24
After bitter Russia experience one wonders if Institutional Investors will invest countries in potential conflict zones
Analysis: Debt-laden Italy looks no less vulnerable as rates shoot higher Jul 21, 2022 8:59
Hmm ECB just needs to make 3 rate hikes of 0.25% to cause a serious debt crisis.
Inflation surge pushes up Britain's budget deficit Jul 21, 2022 7:50
It is clear that if Bank of England raises borrowing costs, UK will get caught in a debt trap due to spiralling interest costs. Bank of England hence needs to go slow on using the blunt tool of interest rate hikes as this will possibly kill or cripple the patient and instead let skilled diplomats find a way to ease energy prices which are largely responsible for the inflation malaise.
Exclusive: Russia likely to restart gas exports from Nord Stream 1 on schedule - Russian sources Jul 20, 2022 8:04
It is really concerning that inspite of the severe impact that lower gas supply will have on the German economy, Germany is not aware of the whereabouts or schedule of reinstalling the pump
Europe 'shot itself in the lungs' with sanctions on Russia, Orban says Jul 15, 2022 8:29
Europe is not alone - everyone across the world is paying a huge cost due to inflation caused by surging energy costs -
Dow Jones Futures Jul 13, 2022 10:03
China's exports were up 17.9% in June year on year, an acceleration from 16.9% in the year through May and well ahead of consensus forecasts for 12.0% growth.With the supply chain issues now getting resolved, inflation should start dropping from August.
German ZEW Economic Sentiment Index Plunges to 11-Year Low on Energy Crisis Jul 12, 2022 18:16
High time that the EU takes definitive steps to reassure consumers of the gas supply during this winter
Gold Up, Dollar Continues to Strengthen Jul 12, 2022 4:45
While commodity prices are down sharply over padt 6 weeks, the benefit of this has not translated into lower food and fuel prices. European Finance ministers need to focus ensuring full transmission of the lower commodity prices to the consumers to bring down inflation.
US Treasury Yield Curve Inverts Again As Dow Jones Index Plummets 130 Points Jul 06, 2022 2:15
Even though Powell denied that the Fed is intent on causing a recession, Bullard's tone makes it clear that Fed is engineering a recession to effect a political change in the US Congress.
Gold Jul 05, 2022 1:34
10 yr bond yields on Italy and Spain are surging indicating a stagflation scenario in Europe. This is confirmed by weak employment growth in Spain in peak vacation season. Buy gold for a target of 1835
Gold Jul 04, 2022 15:43
Buy gold - 1st target is 52760 and then 53280.
Many Major Economies to Hit Recession in Next Year, Nomura Says Jul 04, 2022 11:10
Seems best to exit European stocks and buy stocks in economies which will still be growing by at least 3-4% like China, India
Silver Jul 04, 2022 5:37
Buy gold for target of 1828
Gold Hit 7-Month Low as India Tax Hike Adds to Fed Rate Cudgel Jul 02, 2022 5:07
With Europe flirting with stagflation and bond yields dropping sharply (US 10 yr yields fell below 3% even though Fed is scheduled to rollout at least two more hikes of 0.75% to 0.5% this quarter, crypto-winter setting in and dollar now over-valued, gold is the only safe investment at this juncture. All that India's sharp import duty hike (from 10.75% to 15%) did was cause gold to dip for a few hours before the fundamentals took over.
Silver Jul 02, 2022 2:16
Silver will dip below $19 in coming week. Switch to gold for a target of $1822
Gold Jul 02, 2022 2:02
Gold will bounce back in coming week to cross $1822 - after the selloff on Friday triggered by import duty hike by India of 4.25%.China demand combined with lower drop in US 10 yr yields below 3% and the increasing risk about stagflation in Europe which cobbles ECB attempts to hike interest rates are primary drivers. India gold should cross 52000 next week and settle around 52500 as the impact of import duty hike sinks in.
Nordic central banks join the 50 bps rate hike club Jul 01, 2022 13:58
After Powell's testimony to US Congress that rate hikes will no bring down food and fuel prices, it seems that only Japan is acting in a rationale manner.
UK manufacturing loses more steam in June -PMI Jul 01, 2022 11:29
In spite of extremely clear signs that UK was on verge of slipping into a recession, the Bank of England recklessly went ahead with a unnecessary 0.25% hike. The hike has done nothing to tame high food and fuel prices - and only made things worse for the people. It's high time parliament holds Bank of England Governor responsible.
Gold Jul 01, 2022 11:20
After a very long time, gold has reached a very attractive price to enter. Buy gold for a target of 1822 in coming week
Biden Blames Russia for Soaring Global Energy Prices in NATO Speech Jul 01, 2022 4:21
The reality is that NATO leaders have financed Russia's incursions into Ukraine by imposing sanctions which has caused Russia's income from crude and gas exports to zoom - sadly, at the cost of thousands of Ukrainian lives, sufferings of millions Ukrainians along with 7 billion people across the world who are suffering from high energy price induced inflation. High time that NATO leadership ends this and facilitates a settlement