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
