저자: JamieDimon · 외국인
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JP모건 짐 다이먼 회장은 미국 경제가 연착륙하기 어렵고 경미한 또는 심한 경기침체가 유력하다고 경고했다. 미국 경기 전망: 연착륙은 거의 배제했고, 경미한 침체 또는 심각한 침체를 가장 가능성 높은 시나리오로 제시했다. 투자자에게 변동성에 대비하라고 당부했다. 인도 전망: 중국 공급망이 여전히 안정적이지 않아 인도가 수혜를 볼 수 있다고 봤다. 인도가 JP모건 글로벌 채권지수에 편입되기를 희망한다고 밝혔다. 금리·자산 전망: 연준의 금리 인상(긴축)이 주식, 비트코인, 금 등 모든 자산 가치를 조정시킬 것으로 봤다. 다만 인도는 대부분 기업에 성장 여력이 있어 영향이 상대적으로 제한적일 것이라고 했다. 기타 뉴스: 러시아 푸틴이 부분 동원령을 발표해 우크라이나 전쟁이 확대됐고, 이에 증시가 하락했다(센섹스 200포인트, 니프티 100포인트 하락). 인도 루피는 달러 대비 약세를 보여 80 근처까지 밀렸다. 인도 증시·정책: 크레딧스위스는 인도 금융주를 저평가로 보고 긍정적으로 평가했다. 신용평가사 크리실은 은행 부실자산 비율이 개선될 것으로 봤다. 정부는 태양광 PLI 2차분 1조 9500억 루피를 승인했고, 반도체 지원책은 전 분야 50% 인센티브로 조정됐다. 기업 뉴스: 스와라지엔진 지분 인수 소식에 주가가 급등했고, 폭스바겐은 전 모델 가격을 2% 인상한다고 밝혔다. NDTV 프로모터는 세금 관련 벌금 명령에 대해 대법원에 항소했다.
다듬은 글
this evening one of the world's biggest Bankers is warning of a recession but is upbeat about India's prospects JP Morgan's chairman Jamie Diamond spoke to Shireen bonder in the company's India investor Summit Diamond pretty much ruled out the prospects of a soft Landing for the United States economy and said a mild recession or a hard recession are the likely scenarios he warned investors to brace for volatility and flow of funds saying markets can get fickle speaking about India's prospects Diamond said China's supply chain is still not secure and that could benefit India Diamond also said he hopes for India's inclusion in the JP Morgan Global Bond index rate'ive QT and get rid mean you know mortgage doing to see it we could either et and you can catch that full interview tomorrow at 11 A.M right here on CNBC TV 18.
Russian President Vladimir Putin has expanded his war effort amid reports that his troops are losing major territory in Ukraine in a rare videotaped address the first census troops invaded Ukraine Putin announced a partial military mobilization decree Russia's defense minister has said that the decree will see three lakh additional Personnel being called up to serve in the armed forces that's not all Putin also extended his support to referendum calls made by Russia backed separatists in luhansk Kirsten and donnie-esque Porter also accused the Western Nations engaging in nuclear black males that he will use all available means to protect his people and added and I quote this is not a bluff and of course Ukraine's presence zelinski has urged the West not to be blackmailed by Putin's threats I want to remind you that our country also has various means of Destruction and for separate components and more modern than those of NATO countries and when the territorial Integrity of our country is threatened to protect Russia and our people we will certainly use all the means at our disposal this is not a bluff so uh what exactly does mobilization mean it is a prominent decree enforced by authorities in Wartime it basically enables recruitment of more troops and brings together a nation's resources to support war effort governments in the past have turned to conscription to create huge forces and align the resources to conduct War during the first world war European great bars had used conscription except the United Kingdom during the second world war the UK mobilized 22 percent of its population for direct military service back home during the Cargill war of 1999 with Pakistan India had set in motion operation Vijay that mobilized over 200 000 troops of which 30 000 soldiers were part of the military operation stock markets came under pressure across the world after Vladimir Putin signaled an escalation of the war in Ukraine investors are also awaiting the U.S fed decision later tonight sensex slipped over 200 points and Nifty slipped almost 100 points snapping a two-day gaining run Banks and mid caps also closed in the red Global markets are treading with caution ahead of the raid decision by the U.S fed what will be the impact of the rate hikes on asset classes Jimmy Diamond believes from stocks to bitcoin to Gold the rate hikes will lead to an adjustment in the value of everything however he also said that the impact on India will be relatively limited since most companies have room for growth yeah you know 15 100 basic 10 and you can catch all the FED action live from Wall Street and Washington from 11 pm onwards tune in for our special coverage the Indian rupee weakened against the dollar today as investors brace for the U.S fed decision the rupee ended within touching distance of the 80 Mark near its record low against the Greenback after three successive months of inflows into India credit Suites has studied the source of funds according to the report 87 percent of the fbis come through Global Emerging Market funds and Sovereign funds and only 13 percent account for India dedicated funds Credit Suisse is positive on financials as they think that the sector is undervalued and see a possibility of earnings upgrades however the reports suggest that India remains vulnerable if there's a global scare over Emerging Markets in the banking space rating agency Crystal expects Banks asset quality to start improving saying gnps will improve by 90 basis pointers fiscal 100 basis points by March 2024.
Crystal's data suggests that the biggest Improvement will be in the corporate segment where gross npas are seen to be falling below two percent next fiscal semi chairperson says that the regulator won't allow products that curb exits or exchanges to charge for public data she says that the sebi is open to Innovations like algo trading but the process must be transparent if the regulator senses that there is inadequate disclosure then the question is is the investor being misled this is a little bit more aggressive form of the same issue is the investor being conned if your business model is going to rely on a black box which is not open to sunlight for disinfecting if it is not capable of being validated and audited and your claims cannot be audited and validated it cannot be permitted a business model which relies on the assumption that when the once the customer is in it's very hard for him to get out we don't like it all right that was Savvy chairperson let's move on shares of swaraj engine zoomed in trade after mine the remains I said it will acquire additional 17.4 percent stake in the company Eminem will buy the stake from kiloskar Industries taking its take in swaraj to over 52 shares within Eminem as well as kirlosk Industries also searched following the announcement Volkswagen will hike prices by two percent across all models from next one the German Auto giant has sighted Rising input costs for the decision but hasn't disclosed the new price list of its cars yet ndtv's promoter group moves the Supreme Court against Security's Apple tribunal order imposing a five crore rupee penalty for alleged non-disclosure of loan agreements with vishwa Pradhan commercial private limited sebi had initially imposed a penalty of 25 crores in December 2020.
the Apple tribunal reduced the fine amount to 5 crores the government is likely to extend free Russian scheme by another three to six months we learn from sources that the government has adequate food stock available to extend the scheme the scheme was rolled out at the beginning of the covet lockdown a formal announcement is expected soon in a bid to promote clean energy production the government has approved second tranche of the solar pli scheme allocating additional 19 500 crore rupees as announced in the budget the second part of the pli for solar P modules is aimed at increasing production of low-cost solar energy the outlay for the trans 2 of the pli scheme is 19500 crore of rupees we expect to see uh total module manufacturing capacity of 65 gigawatt coming out of this outlay an investment of about 94 000 crore of rupees and direct employment to about 2 lakh people and direct employment to about seven lakh people and this these capacities when they come up would not only make India self-sufficient in solar manufacturing but we will also have a spare capacities to export so you had said that the subsidy being given will taper off after five years there of course is a sunset clause which has been introduced how confident do you seem over that Prospect as far as reducing uh import dependency is concerned of course you said that India will be self-sufficient now but until what extent uh the current scheme has succeeded what has been the status of the previous announcement so far so the the previous bits which were awarded are all all those capacities are being implemented there were three successful bidders one of them has made better progress than the other two but that is understandable but all those capacities are on way the time given is three years so it's still it is still early days we have only seen seven eight months after the letters of award all right that was indu shekhar chaturvedi the secretary for Ministry of new and renewable energy the cabinet has also approved modifications to the semiconductor program the program will now offer a flat 50 Financial incentive for all categories earlier the incentives varied from 30 to 50 percent across categories additionally a fiscal supporter 50 will be provided for project cost capital expenditure permitted across technology nodes for establishing semiconductor facilities across the country let's listen in to Raji chandrashekhar minister of State for Ministry of electronics in IIT in conversation with ashwith Kumar what this is done is removed uh the lack of a Harmony between packaging incentives compound and display five incentives vis-a-vis silicon uh Fab incentives number one number two it also brings back the focus on the trailing Edge nodes which still constitutes in India a large part of the semiconductor requirement in the semiconductor market and so therefore we have today the cabinet is allowed us to offer the 50 support to both the trailing Edge and the Leading Edge nodes there is clearly some a shifting of focus in terms of initially it was predominantly Fab now it's fair plus ecosystem it's now not just Leading Edge but also Leading Edge Plus uh trailing Edge mature nodes uh is was what what prompted the government into taking this action no I think a part of it is as we go along we are also learning uh win our own interactions with all of the investors and all the semiconductive majors about what their expectation is or how they see the Indian market what they see as devices that will be uh required for the Indian market and what uh devices are required by the electronics Market that is growing as well so I think this is all part of our efforts at further fine-tuning and harmonizing a scheme and a program and a goal and an ambition right uh let's move on the road Ministry has issued Draft rules making it compulsory for auto companies to install seat belt alarm systems for all seats of a vehicle reports suggest that these allows will be made mandatory and four-wheel vehicles under the M category which includes Vehicles carrying passengers and also in vehicles under the end category which includes Vehicles carrying passengers as well as Goods in a bit to ease congestion at ports the government has allowed export of broken rice Consignments that are in transit till the 30th of September where the government had banned export of broken rise on the 8th of September
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