macro

Brexit deal – Not done yet; Focus on stocks with sound fundamentals

Macro Matters | How does India score on structural reforms?

Countries with a large informal sector benefit the most from reform

WeWork IPO shock – Is the private equity bubble about to burst?

Corporate tax cuts: Game changer or short-term cheer?

The current momentum can lead to a virtuous cycle provided an equally serious look is taken at attracting big-ticket investment in infrastructure, post the tax cut

What does the Fed rate cut mean for emerging markets like India?

Saudi oil shock: What does it mean for investors?

Draghi dials back QE in his last salvo; trade war and low inflation rankle investors

Policy Play | Will the PSU bank merger achieve its desired objective?

The banks being merged have been losing deposit and credit market share and any improvement in the near term is unlikely

Brexit Diary | Parliament suspension makes ‘no deal’ buzz louder

Message from Jackson Hole: Time is running out for US and China

FOMC minutes: Fed may go beyond ‘recalibration’; all eyes on Jackson Hole meet

What is the way out of the current slowdown?

Substitution of a large part of our import basket by indigenous manufacturing and attracting FDI in select large projects with predictable return could kickstart a virtuous cycle

Argentina financial market crisis only adds to global wall of worries

China currency ‘manipulation’: Yuan, treasury and gold in trade war crosshairs

Fed July policy meet: A mid cycle rate adjustment – well telegraphed

In effect, the current rate decision is not a start of a series of policy rate cuts which normally accompany severe economic slowdown or a recession.

Fed July policy meet: Would the global easing cycle set in, today?

What does Boris Johnson’s win as British PM mean for investors?

China slowdown, or is it China changing and the world needs to take note of it?

Budget 2019: Why the markets will adjust to government not giving a fiscal push

This Budget is unlikely to occupy the mindspace of the markets for long. In a range-bound market that clearly has more downside than upside, and with valuations not cheap, the hunt for quality is important.

Budget 2019: Status quo for consumption stocks; Pick-up in monsoon & cheaper inputs key triggers

Companies which are deploying internal accruals such as cost savings or utilising super normal profit from other product groups are clear favourites

Budget 2019: A dozen well-researched ideas after first Budget of Modi 2.0

A Budget brings with it lots of investment opportunities. The one for 2019-20 is no different. Get, set and go!

G-20 summit: Global risk sentiment improves, but trade talks imply volatility ahead

Decoding the sharp rise in gold prices and what it means for investors

Intensification of rural focused measures in budget to back FMCG sector

Fed gears up for accommodation amid inexplicable inflation & unchartered trade war

In light of recent global central bank’s monetary accommodation and fragile global growth, investors need to be selective about stocks and sectors