Trigger for the Week How will it impact? Markets likely to react favourably to Brent Crude below $61/bbl Combination of US supply at 20 million bpd and the China virus will keep oil prices under pressure Private banks to react Read more [...]

Budget 2020 must be transparent about the real fiscal deficit No economist, policy maker or even CEO of an Indian company believes that the government would be able to hold 3.3% fiscal deficit in 2019-20. Some leeway is bound to be there in a year when Read more [...]

Telecom sector becomes the theater of the absurd The telecom troubles are far from over and nothing really happened on the 23rd January, which was the deadline for AGR payments. The DOT has asked the courts to be lenient with the telecom firms but the Read more [...]

Why the markets need to take the Sensex fall more seriously The markets started off on a somber note during the week with the Sensex losing nearly 820 points in the first 3 days. The fall was significant for two reasons. Firstly, such sharp falls are Read more [...]

News Announcement Impact Analysis ICICI Bank reports 158% growth in profits for the Dec-19 quarter The sharp rise in the net profits was largely driven by halving of provisions and contingencies However, the bank also witnessed a Read more [...]

Japanese exports for the full year were lower by 6.3% on a YOY basis. This could have serious implications for an economy that substantially exports reliant. Also, the Japanese economy has traditionally run a surplus on the current account due to its Read more [...]

Heavyweights like RIL, HUVR and TCS corrected on Tuesday resulting in the Sensex losing nearly 600 points in a span of 2 days. Apart from earnings concerns, there are also broader concerns in terms of global flows. The IMF downgrade of India growth Read more [...]

Asian investors continue to be worried about the new strain of the corona virus that has led to fears of a pandemic in China and across most of Asia. Apart from the likely impact on private consumption, the markets are also jittery about the possible Read more [...]