News Announcement Impact Analysis Trump goes ahead with punitive tariffs on $200 billion of Chinese imports Trump went ahead and imposed 25% tariffs on Chinese imports despite trade talks being in progress China has promised Read more [...]

Is India seeing clear signs of consumer demand faltering? During the last couple of weeks, we saw three diverse sets of news that pointed to a similar problem at a macro level. Firstly, there were the quarterly results of HUVR, Britannia, and Godrej Read more [...]

How China could retaliate in the trade war against the US The verdict is out! The US-China trade talks have failed and the US has gone ahead with its fancied 25% tariffs on $200 billion of Chinese imports. China has threatened to retaliate but not too Read more [...]

Fiscal deficit always has a much larger implication because it shows the extent to which the government needs to borrow to balance its budget. Even since the Fiscal Responsibility Act was passed in 2004, the government has tried hard to keep the fiscal Read more [...]

Finance Minister, Arun Jaitley, admitted that the government curbed spending to curtail fiscal deficit in the previous financial year. According to Arun Jaitley, government may have curbed spending to the tune of Rs.1 trillion to ensure that the revised Read more [...]

Even as the trade war showed no signs of abating, the markets are betting on some progress in the China-US talks this week. Dow and the NASDAQ did see some respite on Wednesday even as oil recovered from lower levels. We have been talking about Read more [...]

Jet Airways has constrained the supply of air routes and that is showing in aviation numbers. In fact, India’s domestic air passenger growth slowed to just 3.1% in March 2019 according to the latest data published by IATA. This is all the starker at Read more [...]

The sharp cuts in the Dow and NASDAQ would continue to put pressure on the Indian markets on Wednesday. The SGX Nifty is under pressure on trade war concerns and the impact of the slowdown on world trade. Most sectors came under pressure and we Read more [...]