Remove uncertainty, trade pure outperformance with long-shorts: Shubham Agarwal
All stakeholders not satisfied, but Budget has something for everyone
Invariably, not all stakeholders will be satisfied to the fullest extent. But it speaks volumes when the government is able to offer something to everyone even as it maintains the path of fiscal prudence
Should the Budget have set a higher capex target?
India is not shying away from capex, but rather setting the stage for structural capex trends. The stage is set for structural long-term growth and rating upgrades down the road!
Changes in STT, LTCG, STCG will be forgotten quickly, focus to shift on US Presidential election
The change in STT, LTCG, STCG tax structure was a negative surprise for the market to an extent that the marginal hike in tax rates has become a mood spoiler. The only impact it will have is sentimental in nature and not economical/fundamental in nature
India in global markets – from spice route to e-commerce exports
In recent years, India's “techade”, fuelled by e-commerce and the Digital India initiative, has been spearheading a new chapter in our country's trade legacy, reminiscent of the glorious days of the Silk Route.
Opinion: Need for a coherent 'game' of law and policy
The online gaming industry is estimated to be generating revenues north of $3 billion annually. With more than 400 million gamers and a CAGR of over 25%, this sunrise sector is gearing towards a meteoric rise.
Option Trader Resolutions for 2024: Shubham Agarwal
Here are the important resolutions that could help us getting though 2024 with flying colours.
Safeguard against wind swings at the top with Collar: Shubham Agarwal
An quick explainer on why one should perfect Collar strategy against the wild swings.
How Indian growth stocks are being valued: All you need to know in 7 graphs
Indian listed startups on average trade at a premium of 2.32x to their peers and traditional companies.
Base metals may get some support from additional Chinese realty initiatives
Most base metals held on to gains owing to softer dollar and surprise expansion in China’s Caixin manufacturing PMI, this week.
Effects of El Nino and the importance of monitoring and predicting the weather patterns
Erratic rainfall patterns over the past two years have caused significant problems for farmers, who have had to re-sow their crops two to three times.
Commodities might extend gains next week on hopes of Chinese recovery and stimulus
US unemployment data and Fed Chair Jerome Powell’s testimony will be closely watched for policy hints ahead of the FOMC meeting due on March 22.
MPC may hike repo rate by 25 bps, change monetary policy stance to neutral
Given the narrowing interest rate differential between the policy rates and sticky core inflation, even though we see no real case for a rate hike, MPC may do an insurance hike of 25 bps on February 8.
Finance Minister Sitharaman sets pragmatic growth agenda for Amrit Kaal
The budget sets the path for the long-term sustainable growth of the Indian economy with a pragmatic and prudent approach
Commodities likely to remain subdued next week as all eyes on US labour report, manufacturing PMI numbers
Next week, commodities are likely to remain subdued as investors will closely watch US labour report and manufacturing PMI figures for hints on economic activity in December. Also, FOMC meeting minutes will keep investors wary in the first trading week of 2023.
Use Futures OI build-up to avoid getting caught in pullback: Shubham Agarwal
Analysis using the Open Interest (OI) metric is capable of improving probability as well as confidence in trading a price move. Yet, like all other analysis tools, it is not entirely foolproof.
Commodities to keep a vigil on US final GDP, Fed inflation gauge, consumption data next week
US Final GDP and Fed's preferred inflation gauge Core PCE will officially be the last crucial indicators’ release of 2022 before Christmas holidays that starts from 25th December.
Women workers worst hit by the Covid pandemic
Years of efforts to improve gender parity in the workplace have been undone by the COVID-19 pandemic that has played havoc with livelihoods, especially in the case of women.
Hello World | Time for Digital India to prioritise healthcare
If we learn anything from this pandemic, it should be that India’s healthcare system needs a radical overhaul with digital technologies, empathetic people and processes at its core.
For Prime Minister Modi, emerging China-US impasse is bad news
Chinese fears and American hubris have generated a geopolitical collision neither side can win. Like most Asian powers, India’s best interests lie in remaining on the sidelines as this struggle unfolds.
Below the surface of the Bangladesh-India romance, some ugly strains are building
Sheikh Hasina’s invitation to Modi to attend Sheikh Mujib’s centennial celebrations in March sparked off large-scale protests, with Islamists and Left-wing students—long engaged in violent confrontation with each other—uniting to oppose the Indian prime minister’s visit to Dhaka.
How to survive the next Google outage
Google user? Gmail user? YouTube user? Read this useful guide to be better prepared to deal with the next potential disruption of the internet giant’s services.
Extraordinary work will make you see a new perspective
Purpose-driven work creates a competitive advantage for businesses as well as people. To work with empathy is a powerful purpose. Adapt it.
Technology, not troops, holds key to guarding India’s high-altitude borders
In an AI-dominated battlefield, the kinds of long, slow stand-offs that have unfolded along the Line of Actual Control this year, giving leaders in both countries time to contain the scale of the crisis, may prove to be things of the past.
