Sunday, August 7, 2011

Market crash on expected lines; see stability soon : Montek


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Terming the negative reaction to the US downgrade as on expected lines, Planning Commission  deputy Chairman Montek Singh Ahluwalia today said the markets should stabilise in the next couple of days.
"I would have expected the negative reaction in markets... (but) the markets will settle down, maybe in the next  couple of days," he said.


Ahluwalia also said he did not consider the fall of around 2 per cent or so in Asian markets, including India this  morning, as severe.
"The downgrade (of the US' long-term sovereign rating) is  not actually a surprise. The markets knew about it, the US  itself recognised the factors (that led to the rating action)," he told a news channel.
He said the currency market would be in a little bit of turmoil, but investors would not be looking at that. "They  would look at whether the currency markets are well managed,"  he said.
Ahead of the markets opening this morning, the RBI had  said it was closely monitoring global developments and would  continuously assess any impact on the rupee, forex liquidity  and macroeconomic scenario.      
Indian stocks dropped nearly 3 per cent in early morning trade, while losses were seen across all Asian markets.      
Noting that the action of Standard and Poor's was a  judgement of the rating agency, Ahluwalia said that a  downgrade -- which has happened for the first time since 1917,  when the US was first given a rating -- was still a significant event.
   
He further said that almost all the industrialised nations have problems and the world economy was definitely  looking weaker than what it looked around six months ago.      
"We definitely get adversely affected if the rest of the world slows down. Only saving grace is that commodity market  is not affected," he said.
"Generally my feeling is anything that unsettles global  economy is a bad news," he said, while urging the global   leaders and policymakers for a concerted effort to take the  corrective steps.
He also said the focus on the fiscal deficit abroad will actually translate into much greater scrutiny and people would be more interested in looking at India's fiscal deficit  position also.      
"We have to emphasise that we have a plan to control our  fiscal deficit, in terms of what the growth rate is likely to  be," he said.
He, however, asserted that India has a sustained capacity for high growth and the Indian fiscal situation did not look  bad.


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