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Leading non-banking finance company Shriram City Union Finance Ltd has got fair trade regulator CCI's approval for tpg investment india proposed merger of its two group companies through a multi-stage transac Piramal Enterprises, a firm promoted by Ajay Piramal, had acquired 9. TPG, a leading global private investment firm, has picked up a For global institutional investors that have been wary about investing in India for the past few years, the tide has turned and India has again become a must-have market.

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The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J. Morgan is available at www. The world's most important corporations, governments and institutions entrust us with their business in more than countries.

About J. Morgan Research J. Morgan"s award-winning global research team plays an important role across all businesses, asset classes and regions providing analysis in all sectors and markets in which the firm operates. Using an array of advanced tools, models and data our Research professionals offer clients original and actionable insights, reports, commentaries and strategies.

Our team is committed to offering first-class research. Federal Reserve Fed has increased by 2. Global governments have been swift and bold in supporting their economies, building a bridge to get consumers, small businesses and corporates over the present abyss to the other side. Given the unknown breadth and depth of the abyss, more stimulus may be required. Year-to-date, emerging market EM equities are down In the aftermath of the global financial crisis GFC , investors have embraced equity markets as a source of income.

With the COVID-induced lockdown pushing policy rates back to the zero-bound and government bond yields near all-time lows, this trend has since gained additional momentum. During the first three weeks of March, investors stampeded out of riskier markets and rushed to safe assets. In the process, billion USD flowed out of emerging market EM stocks and bonds —more than three times the outflows seen during each of the previous three risk-off periods.

Morgan Asset Management. Against this backdrop, however, equity markets have continued trending higher. While many changes are likely to emerge, one clear trend, with far-reaching macro and market implications, is the increase in leverage, says Azzarello. Over the past two months investors have digested the COVID shock: the fast spread of the virus around the world, the social distancing measures implemented and the resulting economic and earnings recession.

With the equity market having hit its last new high on February 19th of this year, the depth and speed of the market drop has been ferocious. Ultimately, how high the unemployment rate gets is dependent on one key question: will American small business fire its workers, says Manley.

Initial claims for unemployment insurance surged to the highest level ever: 3,,, spiking from a slightly revised , last week. This paper, written by Dr. David Kelly, reviews the U. Federal Reserve Fed has pulled out its alphabet bazooka in an effort to ensure sufficient liquidity and the smooth functioning of financial markets, while also providing credit to businesses that are affected by the spread of COVID and the stall in global economic activity.

As economists continue to revise down their GDP estimates, a lot of clients have been asking us about the potential impact on earnings. This past Sunday, the U. Federal Reserve Fed fired a last desperate salvo in an attempt to stabilize financial conditions, the second emergency inter-meeting cut in two weeks.

It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure. There is not a clear answer. However, what we can provide perspective on, is where we are finding value, according to David Lebovitz. Former Vice President Joe Biden made a surprise comeback during the Super Tuesday contests, paving the way for a two-person race to the Democratic nomination.

Even with this Fed action, there will likely be calls for fiscal action to support to businesses suffering from the response to virus fears, says David Kelly. Sentiment, and valuations, are likely to keep markets relatively contained until there is clarity about the extent and length of the outbreak, says Tyler Voigt. Investors realize efficiency can be a key component to profitability and assessing how a company is run is at the heart of governance, says Samantha Azzarello.

Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated. AUM growth and focus by investors globally suggest interest and adoption of sustainable investing is unlikely to subside anytime soon, says Samantha Azzarello. Financial markets have fallen sharply on concerns of the coronavirus, a respiratory illness first identified in Wuhan, China, spreading globally. Rising geopolitical tensions with Iran have led to some fears over potential oil supply shocks out of the Middle East.

As the recovery is gaining pace, we maintain a risk-on tilt. We spread our risk between stocks and credit, move to underweight the U. Expecting some volatility over the autumn we look to remain nimble. The rebound in equities has been impressive, but it is still uneven. Enthusiasm for large cap technology winners has intensified and valuations vary widely. For our team, the big debate is about stock selection rather than market direction.

We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well. Factor performance was mixed, on balance, over the quarter with many factors following their recent trajectories. Fundamental factors generally underperformed; merger arbitrage had a strong quarter. Insights Now. You are about to leave the site Close. Please review its terms, privacy and security policies to see how they apply to you.

Morgan Asset Management name. Home Insights. Insights to empower better decisions Tools and resources necessary to help you make informed investment decisions and build stronger portfolios. Guide to the Markets The J. Guide to Alternatives Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Should I be concerned over expiring credit facilities? Read More. Will holiday retail sales be naughty or nice? How can I use alternatives for income and diversification? How will the U. No Fed news November In the midst of the busiest political week of the year and with the outcome of the presidential election still uncertain, the Federal Open Market Committee FOMC did its best to fly under the radar at its November meeting.

What made 3Q GDP so strong? Have 3Q20 earnings been better than expected? Confirmation Bias: How do we view U. What do election polls tell us? What does the future of energy look like? Does DCA provide better returns than a lump sum strategy? Substitution Bias: Is the disconnect between the economy and the stock market justified? Which sectors perform best around an election? How should I position my portfolio if inflation comes back?

In recent months, the prospects of higher inflation has become front of mind for many investors. Should I be worried about the stock market correction? Recency Bias: How do current trends impact investment decisions? Are equities expensive? How might the election impact the municipal bond market?

Should I be worried about the market sell-off? After a strong run, the end of last week saw U. Is now the time to consider portfolio adjustments? How would a corporate tax hike impact the recovery? Loss aversion: How does this impact investors now? Loss aversion refers is the preference to avoid losing compared to gaining an equivalent amount. Where do we stand in the economic recovery? Last week, we learned that the unemployment rate fell to Should I be positioned for higher yields?

Will tensions between the U. How should current conditions be reflected in asset allocation? We had a recession, now what about the recovery? How do we track the gradual recovery? Framing: How do investors interpret equity market returns over time?

Is the EU Recovery fund a game changer for investing in Europe? Is the U. How disinflationary will prices be in the short term? Should I be worried about a double-dip recession? Why should investors consider Sustainable Investing? What does a second wave mean for equity markets?

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