The last one year has been a time where the inflation in India has surprised on the upside on a consistent basis. The initial push for the inflation came from food prices as we had a poor monsoon seas...Read More
Finally we see the markets breaking out of the tight range that it was trapped over the last three months. Although the underlying trend was clearly bullish the markets have taken their own sweet time...Read More
Over the last several months the fear of deflation has again picked up and has resulted in the yields on German Bunds falling to all time lows and yield just around 2% for a 10 year paper. Similarly d...Read More
The month of July was a difficult month for the markets where there were wild swings in individual stocks driven by the reported results for the quarter ended June 2010. While individual performances ...Read More