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JP모건 제이미 다이먼의 경기침체 경고와 인도 낙관론, 러시아 푸틴의 부분 동원령 및 핵 위협, 인도 증시·루피 약세 등 2022년 9월 21일자 CNBC-TV18 비즈니스 뉴스 브리핑이다. 거시 경제 — 다이먼 JP모건 회장은 미국의 연착륙(soft landing)이 어렵고 경미하거나 심각한 경기침체 중 하나가 될 가능성이 크다고 경고하며, 투자자에게 변동성에 대비하라고 말했다. 인도 관련 — 다이먼은 중국에서 빠져나오는 기업들의 수혜로 인도가 이익을 볼 수 있고, 인도가 JP모건 신흥국 채권지수에 편입되기를 희망한다고 언급했다. 지정학 — 푸틴은 부분 동원령을 발표하고 서방의 우크라이나 무기 지원을 비판하며 핵 보복 가능성을 시사했다. 우크라이나군의 영토 수복 흐름 속에서 러시아의 병력 부족과 사기 문제가 지적되었다. 증시·환율 — 푸틴 발언 여파로 세계 증시가 약세였고 센섹스는 200포인트 이상, 니프티는 약 100포인트 하락했다. 루피화는 달러 대비 약세를 보였으며 미 연준 결정(75bp 인상 예상)을 앞둔 경계감이 컸다. 개별 종목 — 아다니 그룹 종목이 질권 설정 우려로 크게 하락했고 TCS·인포시스는 52주 신저점 부근에서 움직였다. 마힌드라는 스와라지 엔진스 지분을 추가 인수해 52% 이상을 보유하게 되며 주가가 급등했다. 폭스바겐 인디아는 다음 달 2% 가격 인상을 발표했다. 정책 — 정부의 solar PV 모듈 PLI 2차분 1만 9,500크로르 루피 승인, 무료 배급(PMGKAY) 3~6개월 연장 가능성, 깨진 쌀 수출 허용, 좌석벨트 경고 시스템 의무화 초안 등이 다뤄졌다. 예스은행의 부실자산 매각 이사회 승인과 SEBI의 데이터 과금 관련 입장도 언급되었다. 기타 — 라탄 타타 등의 PM케어스 펀드 신탁 이사 지명, CBI의 라디아 로비 관련 수사 종결 소식이 짧게 소개되었다.
다듬은 글
hello and welcome to business 360. I am Ritu Singh and here are the headlines of free tracking today the soft Landing is probably a much very sporty n but they're all kind of possible one of the biggest Bankers in the world JP Morgan's Janie Diamond says a soft Landing for the U.S economy is unlikely and asks investors to brace for a mild or hard recession once that markets can get fickled especially venture capital and other investments in Emerging Markets an be a huge beneficiary of that Jamie dimon says India can benefit from companies that are moving out of China also hopes for India's inclusion in the JP Morgan Emerging Market Bond index Russia's Vladimir Putin calls for more troops announcing a partial mobilization of citizens as Ukraine starts to reclaim some lost territory threatens nuclear retaliation saying I am not bluffing lashes out at the West for providing weapons to Ukraine and says his goals have not changed stock markets stumble across the world after boarding signals an escalation of war in Ukraine census and Nifty and a volatile session in the red the rupee weakens against the dollar and the Clauses just shy of the 80 mark said the chairperson Madbury Puri Butch says that the regulator will not allow products that curve exits or exchanges to charge for public data also add sabi is open to Innovations like algo trading but the process must be transparent the union cabinet approves a production linked incentive scheme worth 19 500 crore Rupees to boost the manufacturing of solar modules also proves the national Logistics policy the union government is likely to extend the free Russian scheme by another three to six months the scheme was first introduced at the start of the covet lockdown an official announcement is slightly soon CBI gives a clean shirt to form a corporate lobbyist near aladia tells the Supreme Court no criminality was found in taped conversations of Radia with politicians industrialists and government officials government had intercepted these conversations between 2008 and 9 as part of a probe into tax evasions ratan Tata has been nominated as a trustee of the pmks fund former Supreme Court Judge Katie Thomas and former deputy speaker of Lok Sabha karya Munda also nominated as trustees the big newsmaker 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 diamonds booked Shireen Bond during the company's India investor Summit but I'm in pretty much ruled out the prospects of a soft Landing for the U.S economy and said a mild recession or a hard recession are the likely scenarios that he warned investors to brace for volatility and flow of funds saying markets can get fickle now speaking about India's prospects Diamond said China supply chain is still not secure and that could benefit countries like Indiana he 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 et my eye absolutely should ask who de once you ament and you can catch the full interview at 11 A.M tomorrow right here on CNBC TV 18.
the other big story we're tracking today the Russian President Vladimir Putin has expanded its War efforts amidst 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 stalking fears of a nationwide conscription Russia's defense minister has said that the decree will see three lakh additional Personnel being called up to serve in the armed forces Ukraine described Putin's announcement as absolutely predictable and that's not all Putin also extended his support to referendum calls made by russia-backed separatus in luhanskerson and donesk Putin also accused the Western Nations engaged in nuclear blackmail said he will use all available means to protect his people and add it and I quote this is not a bluff end of quote 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 certainly here on the ground in Ukraine there was an expectation that Vladimir Putin would offer some sort of response to these recent successes by Ukrainian forces in the northeast of the country and it's not much of a surprise that he has now announced this partial mobilization of Russian troops this morning which according to his defense minister essentially adds another 300 000 reservists to the mix in terms of people that they can deploy and this is to try and deal with the massive Manpower issue that's being experienced by Russian forces here on the ground they were outnumbered by around eight to one up in the Northeast and the Hawkeye region which was recently liberated but it will take time to mobilize these forces to train them and there's no guarantee that they will deliver quality soldiers that will be up to the task here and then Russia has the even bigger issue perhaps of morale I spoke to keeves Mayor Vitali Klitschko in July who said to me you know Ukraine enforcers are fighting to protect their families Russian forces are just fighting for money and he was convinced that there would come a point in this war where Russian soldiers didn't want to do that anymore perhaps we are at that point and then of course looking ahead these referenda which have been called sham referenda by the White House that are going to be held in russian-controlled areas of Ukraine as early as this Friday will essentially ask people there if they want to become formally part of Russia now Russia will inevitably conclude that these people in these areas vote in favor of that and the suggestion is that Russia could then consider these territories part of Russia and how will that uh what what will that mean for that for the war in terms of how they respond to an attack on those territories certainly it is a real concern now given Vladimir Putin's rhetoric when it comes to nuclear Arsenal this morning but certainly comments coming out of the Kremlin do suggest desperation they certainly me suggest escalation and certainly people in Ukraine are convinced that will inevitably result in a more dangerous situation here on the ground well 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 federal decision later tonight the sensex lived over 200 points and the Nifty slipped almost 100 points snapping a two-day gaining run Banks and metcalfs also closed in the red and a single joins us with a wrap of all the market action well the market was a bit nervous today a couple of events which sort of scared the market first was this aggressive speech from Uh Russian President Vladimir Putin in the morning that sort of rattled the global market and of course ahead of the FED event uh the market was a bit nervous even though 75 basis point rate hike is factored in the Market's worried what if it could be 100 uh anecdotally though the markets uh normally move up after the FED meet so let's see uh how things move up uh in terms of individual names the adani group was under serious selling pressure today adani ports from the index was down quite a bit adani Enterprises and the recent acquisitions ambuja and ACC both were down where of course there was a you know pledge of equity uh in terms of other stocks we had Shri cement industry Bank Larson and tubero bharti Tara Motors and then the ite biggies TCS and Infosys both very close to 52-week lows on the upside it was the FM CG pack ITC did well lever was doing well in Britannia was the other stock which had some gains as I said tomorrow we'll react to the FED outcome and tomorrow's expiry as well so could be a very interesting day Anish thanks very much for joining in the dark we will be watching out for that crucial fed decision later tonight now the Indian rupee weakened against the dollar today as investors braced with the U.S federal decision the rupee ended within touching distance of the at Mark near its record low against the Greenback now after three successive months of inflows into India Credit Suisse study the source of the funds and according to the report 87 of the fbis come through Global Emerging Market funds and Sovereign funds and only 13 account for India dedicated funds credit space is positive when financials as they believe that the sector is undervalued and see a possibility of earnings upgrades however the report also suggests India remains vulnerable if there is a global scare over Emerging Markets in the banking space written agency Crystal expects Banks asset quality to start improving saying gross MPS will improve my 90 basis points in this fiscal 100 basis points by March 2024 Crystal Zeta suggests that the biggest improvements will be in the corporate segment where gross and bays are seen to be falling below two percent next fiscal we told you first and it is now confirmed yes bank's board is clear at the sale of its 48th thousand crore rupee stress asset portfolio to jcflowers ERC the bank has received no challenging bids to the base bit of 11 000 crores from JC flowers the board has also approved an investment needed for the acquisition of 19.99 stake in JC Flowers by the bank in single or multiple branches of course subject to regulatory approvals semi-chair person says that the regulator will not allow products that curb exits or exchanges to charge for public data she says that sebby is open to Innovations like Uncle 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 in more news shares of swaraja engines zoomed in trade today after Mahindra and Mahindra said it will acquire an additional 17.4 percent stake in the company now Eminem will buy the steak from kale Oscar Industries taking its take in swaraj engines to over 52 percent shares of Eminem as well as kirloskar Industries also searched following the announcement Volkswagen India will hike prices by two percent across all models starting next month the German Auto giant has cited Rising input costs for the decision but has not disclosed a new price list of its cars just yet in any TV's promoter group has moved the Supreme Court against a Security's ability tribunal order imposing a five crore rupee penalty for alleged non-disclosure of loan agreements with vishwa parisha commercial private limited they said we had initially imposed a penalty of 25 crores in December of 2020 the Apple tribunal reduced this fine amount to five crore rupees the government is likely to extend the free Russian scheme by another three to six months now we learn from sources that the government has adequate foodstock available to be able to extend the scheme Tim see jaipuria has picked up these details and joins in now timsey take us through what you've learned well that's right sources have told the NBC TV 18 that the government is likely to extend providing free dry ration by another three to six months under the Pradhan mantri garib Kalyan Anna yojna what we are given to understand that government officials recently reviewed the stock situation and they feel that there are adequate Foods food grain stocks available with the government to execute this scheme remember if announced this will be the seventh phase of the scheme and a formal decision is likely to be made public anytime soon it was last on 26th March 2022 when cabinet had approved the extension of pmgkay for another six months that was starting from April till September this year and the scheme is expiring on 30th September they remember nearly 3.4 lakh crore rupees of Financial outlay and more than one thousand lakh million tons of free food grains have been provided under the scheme and this scheme was formally launched first in April 2020 to extend free ration to the poor to help them during the cover hardships so let's see what is the stand and how soon a government makes this announcement sources say that yes it's right on the annual back to you timzy thanks very much for joining in with that now in a bit to promote clean energy production the government has approved a second branch of the solar pli scheme allocating an additional 19 500 crore rupees as announced in the budget the second part of the pli for solar PV modules is aimed at increasing production of low-cost solar energy 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 alarms will be made mandatory in four wheeler vehicles under the M category which includes Vehicles carrying passengers and also in vehicles under the N category which includes Vehicles carrying passengers as well as Goods now in a bit to ease congestion at ports the government has allowed exports of broken rice Consignments that are in transit until the 30th of September remember the government had banned exports of broken rice on the 8th of September okay we have to head into a very short break but coming up next after 12 years of proof the CBI has given a clean to form a corporate lobbyist Nina radhia will get you details on that and more when we return
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