Wall Street slipped on Tuesday as the December 15th deadline for the next round of tariff imposition by the US on Chinese goods approaches. With no trade deal indications in place, is unclear how Donald Trump will proceed on this matter. The last round Read more [...]

Markets continued to react in an ambivalent fashion ahead of the Fed meet and the key macro data announcements in India. Financials have also been a little quiet after the monetary policy held status quo on rates. The markets are awaiting a tax Read more [...]

Bank of America has estimates that the recent accretion to supply cuts by OPEC and Russia could push the price of Brent Crude closer to $70/bbl by the second quarter of next year. At its last OPEC meeting in Vienna last week, the OPEC and Russia agreed Read more [...]

The stock markets are up against a data heavy week. The Fed meet outcome is expected this week as are key data points like IIP and CPI numbers. Markets will also react to the RBI status quo on rates in its latest monetary policy. One concern will Read more [...]

China’s trade with the US took a major hit for the month of November with total Chinese exports to the US falling by a whopping 23% for the month on a YOY basis. Imports of goods from the US were down 2.8% even as the tariff war appears to be really Read more [...]

Why hiking GST rates could actually be counterproductive If the GST Council and the government have their way, we could see a sharp spike in GST rates across the board. The Council also wants new services to be brought under the ambit of GST and also Read more [...]

What are the major investment themes for calendar year 2020? As another calendar year comes to an end and a new year is about to commence, it is time to look forward at the big choices available for investors. Here are five themes that could play a major Read more [...]

RBI Monetary Policy raises the specter of inflation once again The RBI Monetary Policy announced on December 05th took the financial market by surprise as the RBI opted to keep status quo on repo rates. The markets were expecting a rate cut of 25 bps. Read more [...]