BUSINESS
The age of pro-cyclical de-leveraging
With easy money a thing of the past, it is very likely that the markets will see de-leveraging
BUSINESS
Does a strong dollar really boost technology stocks?
Windfall currency gains no longer translate into higher earnings for exporters, thanks to renegotiation clauses
BUSINESS
Why markets may rally in January
A pre-election budget rally is par for the course in democracies
BUSINESS
Trading in a new era requires a flexible mindset
There’s a rebalancing act that will play out in markets, among sectors but also among two important asset classes
BUSINESS
Buckle up, interest rates are going to be higher for longer
The era of cheap money is pausing and may even end, in a worst case scenario. What is certain is that investors need to rewrite their playbook to win in this new world
BUSINESS
Silver – A dark horse
Mention bullion and most people conjure up visions of the shiny yellow metal – gold. Few people include silver in the bullion asset category. Yet silver is now hogging the limelight, demanding investors’ attention
BUSINESS
Making sense of OPEC’s decision
OPEC nations are aware of the looming recession in the global economy and are wary of reducing production further
BUSINESS
Are higher gas prices here to stay?
The fact that backwardation has kicked in a month earlier tells you that gas prices are unlikely to break record highs
BUSINESS
How gold may gain from the crypto crash
The turmoil in the crypto universe may see funds flow out to safer havens such as gold, that also yield similar advantages to its holders
BUSINESS
Why markets may rally further
A stronger rupee is likely to trigger foreign inflows into Indian markets while easing imported inflation
BUSINESS
The US dollar may cheer emerging markets
The US dollar index (DXY) has halted in its tracks and is unable to rally as forcefully as was the case in the last few months
BUSINESS
Bond markets may be a global Achilles heel
Bond markets are the source of money supply for other asset classes. To that extent, this market fuels price trends in other asset classes
BUSINESS
De-mystifying the dollar rally
The US dollar strengthens before elections in the US
BUSINESS
India – decoupling or outperforming?
As long as relative outperformance persists, money will keep pouring into our markets
BUSINESS
Are money markets sending out distress smoke signals?
A sharp jump in long term benchmark yields marks a sign of stress. Expected equity returns will increase and borrowing costs will also increase. A weaker rupee makes matters worse. There’s a message here for traders
BUSINESS
Are European currency markets warning of turbulence ahead?
Equity investors may be tempted to ignore events in what they think are unrelated markets such as currency and bonds. That could be a costly blunder
BUSINESS
The peak in oil and gas prices is behind us
It may not be a winter of discontent in 2022 after all
