Tag: economy

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Take Positions

The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. Oil prices predictably spiked. Several domestic banks reported their worst numbers in recent history. Provisioning norms enforced by the RBI seem to have taken a toll. The political…

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The Wall of Worry

Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates to contend with, domestic and global rates.  Domestic interest rate trends are constantly shifting and puzzling. Just when the trend seems set to rise, something happens which softens…

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The Tables Turn

Just four months ago, the markets were showing consensus on the end of the extended market run enjoyed by tech stocks. “Where is the growth? What will happen to Indian tech if automation and Artificial Intelligence take off?”. The cynics were having a field day. People were clearly mixing up…