Apr 30, 2020 08:44 AM IST
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.
- Apr 20, 2020 10:27 AM IST
The correlation between central bank assets and stock prices is back on track
- Jan 15, 2020 10:19 AM IST
The chart shows the markets took off when the central banks started expanding their assets through the Quantitative Easing (QE) programmes.
- Dec 24, 2019 12:28 PM IST
High cost of capital is a big spoiler for investors. RBI’s latest auction comes as a whiff of fresh air
- Dec 16, 2019 04:52 PM IST
Fiscal policy has come to centre of the macroeconomics world, which has long been dominated by monetary policy
- Oct 31, 2019 01:18 PM IST
RBI’s own track record has been poor with no woman Governor and 3 women Deputy Governors in 2000s
- Apr 26, 2019 10:15 AM IST
Fedspeak has got a makeover and now means clear and transparent communications to guide financial markets
- Mar 28, 2019 01:56 PM IST
An emerging market country like India will need to be prepared and carefully respond to the evolving global economic situation.
- Mar 25, 2019 07:29 AM IST
The rapid changes in the monetary policy stances of global central banks have led to the market repositioning
- Jan 07, 2019 09:06 AM IST
The rule for the US Fed now seems to be: don’t fight the markets
- Feb 22, 2018 06:33 PM IST
The real interest rate differential is shifting in favour of the US market, making the latter a relatively-attractive destination for the portfolio flows.
- Dec 04, 2017 05:55 PM IST
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.
- Sep 21, 2017 04:46 PM IST
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.
- Apr 17, 2017 08:20 PM IST
Globally, the foreign exchange markets are experiencing steep volatility owing to uncertainty regarding US president Donald Trump’s policies
- Mar 17, 2017 11:38 AM IST
India’s software exports to the US are well regarded and in the long run should benefit from the strength of the US economy.
- Jul 30, 2016 05:44 PM IST
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.