Why are bond yields falling so sharply in Indian debt markets The bond yields had been range bound for a long time on the benchmark 10-year bonds in India. However, in the last one month, the bond yields have fallen nearly 40 bps from around 7.43% to Read more [...]

How the Finance Minister must address the crisis in GDP and Jobs On the day Nirmala Sitharaman took charge as the Finance Minister of Modi 2.0, there were two discouraging pieces of data. GDP came in lower at 5.8% annualized for the fourth quarter and Read more [...]

News Announcement Impact Analysis Modi government takes charge on 30th May with new cabinet sworn in The surprise exclusions from the cabinet included Jayant Sinha and Rajyavardhan Rathore While Amit Shah was expected to get cabinet Read more [...]

The swearing in ceremony hardly had any surprises with S Jayshankar being the only surprise inclusion. Amit Shah has also been sworn in and is likely to carry a critical portfolio in the new cabinet. Crude oil prices cracked close to 4% on Thursday Read more [...]

Even as India moves towards becoming a net steel importer after a span of 3 years, Japan and South Korea have tightened their grip over the Indian steel import market. Currently, Japan and Korea have started to dominate nearly 60% of Indian steel imports, Read more [...]

The Nifty and the Sensex faced pressure at higher levels as there was selling ahead of the F&O expiry day. The levels of 12,000 on the Nifty and 40,000 on the Sensex also proved to be a resistance. Global markets came under pressure after the Read more [...]

The outlook on the monsoons does not appear to be too bright this year with SKYMET projecting a bad June with very little rainfall across India. In fact, private sector SKYMET was the first to warn about below average rainfall in India this year, which Read more [...]

Nifty at 12,000 and Sensex at 40,000 are likely to be very important psychological levels and it will require a mix of domestic reforms and helpful global environment to be able to breach these levels decisively. The next big trigger will be the Read more [...]