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
BUSINESS
Short-term traders should exercise caution & trade light on higher volatility expectations next week
Protect your portfolios with 'Tail Risk' hedges by buying out of money Puts in the coming truncated week.
BUSINESS
Traders should cut back on exposure, focus on capital preservation as a priority
Investors holding long portfolios with a multi-year view can remain invested. Short to medium term traders should exit weak stocks and hold blue chips primarily.
