Over the last 10 days we have seen a sharp sell off in commodity prices after an unprecedented run up since last May/June which saw the prices of most commodities rally anywhere between 40-100% plus. The rise in prices initially obviously was fuelled by a greater confidence on economic growth prospects as well as reducing […]
Read MoreThe much anticipated monetary policy by the RBI took place today where the Reserve Bank finally gave way to arm chair economists and hiked rates by 50 basis points as against an expected 25 basis points. The apparent reason for the same is to anchor inflationary expectations. However the reality is that this has been […]
Read MoreWith the results season now beginning to start in all earnest it is important to see how results have panned out till now and the key takeaways from the same. The most prominent results out till date have been from the Technology and the Banking segment. Technology sector results have been positive in general and […]
Read MoreWith inflationary pressures continuing to be high across the board and the huge upmove in commodity prices not showing any signs of cooling off it is important to see who is impacted by inflation the most and how the inflation of crude prices will impact various economies. At a price of USD 100 per barrel […]
Read MoreThe stock markets have bounced back quite smartly from the depths that they saw in the months of January and February. At the end of February when all hell had broken loose with most people expecting the markets to correct further and the Nifty and Sensex to reach 4800 and 16000 respectively, my view was […]
Read MoreThe last three months have been strange or for the want of a better word “Frustrating” given the fact that the assumptions under which one forms a view have kept on changing so fast that forming a view by itself has become a challenge. This is not only true for ordinary mortals like us but […]
Read MoreThe year 2011 started off with lot of optimism given the recovery in December and a poll of brokerages put the BSE Sensex target at 22500-25000 by the end of the year. However as soon as the year started the markets started getting impacted by negative news flow. First it was the spiraling food inflation […]
Read MoreWhen one has to just sit back There are times in the stock markets where there are events on a daily basis and reacting to those events with pulls and pushes on both sides might not be the best thing to do. I believe that we are in a similar scenario today where on a […]
Read MoreChinese tightening could be the best thing for EMs Over the last several months as most central bankers across Emerging Markets have started on the path of tightening in order to control inflationary expectations, China the biggest contributor to the growth in consumption of most of the industrial commodities as well as Oil has lagged […]
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