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  • Fed meeting points to dollar weakness. How much will the Indian rupee benefit? Apr 30, 2020 08:44 AM IST

    Fed meeting points to dollar weakness. How much will the Indian rupee benefit?

    On balance, we are looking at a gradual depreciation of the Indian currency. COVID-19 will be the difference between the rupee at 76 to a dollar or 85 in another six months.

  • The one chart that shows why stocks rebounded Apr 20, 2020 10:27 AM IST

    The one chart that shows why stocks rebounded

    The correlation between central bank assets and stock prices is back on track

  • Chart of the Day | The close correlation between central bank balance sheet expansion and equity market performance Jan 15, 2020 10:19 AM IST

    Chart of the Day | The close correlation between central bank balance sheet expansion and equity market performance

    The chart shows the markets took off when the central banks started expanding their assets through the Quantitative Easing (QE) programmes.

  • India’s macros need more Operation Twists to breathe freely Dec 24, 2019 12:28 PM IST

    India’s macros need more Operation Twists to breathe freely

    High cost of capital is a big spoiler for investors. RBI’s latest auction comes as a whiff of fresh air

  • Can fiscal policy save the economy? Many think so Dec 16, 2019 04:52 PM IST

    Can fiscal policy save the economy? Many think so

    Fiscal policy has come to centre of the macroeconomics world, which has long been dominated by monetary policy

  • Fewer women staff? Central banks are serious about it Oct 31, 2019 01:18 PM IST

    Fewer women staff? Central banks are serious about it

    RBI’s own track record has been poor with no woman Governor and 3 women Deputy Governors in 2000s

  • Fed Speaks to Fed Listens: Signaling change in central bank’s communications? Apr 26, 2019 10:15 AM IST

    Fed Speaks to Fed Listens: Signaling change in central bank’s communications?

    Fedspeak has got a makeover and now means clear and transparent communications to guide financial markets

  • Comment | Is the US economy heading into a recession? Mar 28, 2019 01:56 PM IST

    Comment | Is the US economy heading into a recession?

    An emerging market country like India will need to be prepared and carefully respond to the evolving global economic situation.

  • Opinion | Why the rupee is likely to strengthen in FY20 Mar 25, 2019 07:29 AM IST

    Opinion | Why the rupee is likely to strengthen in FY20

    The rapid changes in the monetary policy stances of global central banks have led to the market repositioning

  • Opinion | Central banks' ride to rescue the markets once again Jan 07, 2019 09:06 AM IST

    Opinion | Central banks' ride to rescue the markets once again

    The rule for the US Fed now seems to be: don’t fight the markets

  • How Indian markets should interpret the US Fed meet minutes Feb 22, 2018 06:33 PM IST

    How Indian markets should interpret the US Fed meet minutes

    The real interest rate differential is shifting in favour of the US market, making the latter a relatively-attractive destination for the portfolio flows.

  • US tax code: Windfall fiscal incentive to aid US companies’ competitiveness Dec 04, 2017 05:55 PM IST

    US tax code: Windfall fiscal incentive to aid US companies’ competitiveness

    While re-rating of US equities in last one year partially reflects the execution of corporate reforms, significant improvement in US domestic companies' competitiveness, on account of fiscal incentive, is arguably underway.

  • US' interest rate policy remains on course despite temporary shocks from hurricanes Sep 21, 2017 04:46 PM IST

    US' interest rate policy remains on course despite temporary shocks from hurricanes

    The US Fed’s continued stance on the policy rate normalisation is apparently positive for the US dollar, particularly with respect to emerging market currencies.

  • Will rupee sail through global muddle? Apr 17, 2017 08:20 PM IST

    Will rupee sail through global muddle?

    Globally, the foreign exchange markets are experiencing steep volatility owing to uncertainty regarding US president Donald Trump’s policies

  • COMMENT: US economy is in top gear: Is it good or bad news for Indian investors? Mar 17, 2017 11:38 AM IST

    COMMENT: US economy is in top gear: Is it good or bad news for Indian investors?

    India’s software exports to the US are well regarded and in the long run should benefit from the strength of the US economy.

  • 10 warning signals even as liquidity drives stock prices higher Jul 30, 2016 05:44 PM IST

    10 warning signals even as liquidity drives stock prices higher

    Unlike country-specific funds which have a longer term view, ETF flows are volatile and could reverse at the first sign of weakness. Also, India‘s performance has to be seen in the context of the rally across emerging markets.

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