Stability and Continuity?
Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]
Expectations Vs Reality
What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]
The Battle Is Won Before It’s Begun
What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]
Follow The Money
What is the smart money doing? FIIs have sold close to 35,000 Crores this month. Are they worried about election outcomes? The […]
Aiming Past The Moving Parts
The markets have been in the election mood for a while. No matter where you go, the conversation always turns to who […]
Playing the Volatility Game
It’s been a volatile week in the markets. The India VIX shot up to a level of 18 this week from the […]
Business As Usual
The US jobs data gave the US market a much-needed reprieve. The markets showed their relief swiftly. But the problems aren’t going […]
Commodities on Fire
The rising commodity prices have taken the markets by surprise. Cocoa, coffee, crude, and a host of other commodities have risen sharply […]
Discipline Matters
The results season has begun on a mixed note. Contrary to the buoyant market mood, the first flush of corporate results are […]
The Stance Shifts
When the world’s largest economy struggles to fix her macros, there is bound to be intense anticipation. The world watches out for […]
Expectation Setting
As the election campaign gains momentum, the stock market starts setting its political expectations. In the current scenario, the guiding factor is […]
Nothing Like We Expected!
The year that ended was nothing like we expected. It was a year that began on a note of fear and ended […]