Chinese tightening, Fiscal Deficit and the markets
Chinese tightening could be the best thing for EMs
Read MoreRevenue Expenditure Deficit Difference Rs Crores Rs Crores Rs Crores Rs Crores 2001-02 12 months 232715 364436 131721 42707 Upto Dec 144704 233718 89014 2002-03 12 months 268317 412964 144647 58378
Read MoreRBI policy and Inflation control. Markets looking to bottom
As the RBIs monetary policy has come and gone there is a major argument on between economists about the amount of monetary tightening that RBI should do and how inflation can be controlled. Most of the textbook economists are proposing that RBI should be much more aggressive. However the key is to evaluate whether a […]
Read MoreRBI is not behind the curve, the curve just got steeper
There has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]
Read MoreRBI is not behind the curve, the curve just got steeper
There has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]
Read MoreSorry bears it’s a long winter
Over the last few days we have seen significant market weakness (contrary to my expectations) largely driven by rate hike fears and inflation. This has found support from renewed concerns on the sovereign debt of Euro zone countries that are likely to face refinancing issues during the current year. I have also come across some […]
Read More2011
The year 2010 passed off as a pretty eventful one with the stocks markets gyrating in a very narrow range for a large part of the year before taking off in September and ending the year with gains of around 17%. The beginning of the year saw a generally positive tone pervade and the various […]
Read MoreTurning to a positive stance in the short run as consensus extremely bearish
I have been cautious on the markets over the last 2-3 months mainly due to extremely overbought conditions, global issues – mainly related to the Eurozone as well as the stubbornly high inflation domestically which has led to extreme tightness in the system and will lead to a short term slowdown in economic growth. Other […]
Read MoreWill the RBI Tighten Further ?
Although the RBI in its statements since the last policy meeting has indicated that there is unlikely to be further tightening in the near term the risks for the same remain mainly due to the significant rally in commodity prices over the last few weeks and also due to the fact that food prices have […]
Read MoreA volatile November and the way ahead
I have been wondering what to write over the last few days and also trying to get a grip on the markets as to whether the correction that I was expecting and has unfolded has ended where it did at around 19000 level of the Sensex and 5690 for the Nifty or do we have […]
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