At Kotak International, our Sales and Trading division is strategically positioned across four global regions, specializing in Emerging Market Fixed Income Securities. Our dedicated regional desks are not only experts in their respective markets but also specialize in both sovereign and corporate Emerging Market Bonds throughout Asia, the GCC, MENA, and Latin America. Our core strength lies in our deep understanding of client needs, our comprehensive knowledge of regional products, and our ability to leverage cross-border capabilities to deliver exceptional solutions. This holistic approach ensures we meet our clients' diverse investment objectives with precision and expertise.
Over the years, our Sales and Trading team has used Kotak’s extensive networks and strong client relationships to deliver top-notch services to institutional clients such as Asset Managers, Hedge Funds, Treasury Desks, Private Banks, and Family Offices. Our experienced professionals are dedicated to understanding each client’s unique needs, providing personalized service and expert insights. We aim to offer the best support and solutions, helping our clients succeed in their investment goals.
At Kotak International, our trading desk is renowned for its dynamic involvement in emerging market fixed-income securities. We provide expert support and extensive coverage to institutional clients throughout Asia, the Middle East, Europe, and the United States, ensuring their diverse trading needs are met with precision and professionalism.
In December 2023, the Nifty surged by 8%, with similar gains in Mid-cap and Small-cap Indices. Sectoral indices, especially power, PSU, and Oil & Gas, showed significant increases. Indian markets outperformed globally, leading ahead of Australia, Mexico, and Singapore, while Russia and Shanghai declined. The Indian Rupee appreciated slightly, reaching approximately 83.12/USD.
The monetary policy meets expectations, projecting a 4.6% inflation rate for April-December FY25 and hinting at RBI's potential shift to a Neutral stance due to a 200 basis point real rate. Growth projections at 6.5% allow the MPC to keep its current stance until the anticipated Fed pivot in Q1CY2024. With the interest rate hiking cycle seemingly over, investors are advised to consider extending their portfolio duration.
The 2024 annual outlook emphasizes the global economy's resilience amid geopolitical challenges, with a focus on the balance between growth and inflation. It highlights India's rising economic significance, driven by infrastructure growth and capital availability, and underscores investment potential in capex cycles, real estate, and financial services. This outlook predicts a positive trajectory for India's economy in 2024.
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