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 [...]

The correction on Dalal Street continued for the second day in succession as the Sensex lost over 700 points in just two days with global cues rubbing off on markets. In fact, the indices were sharply lower with the Sensex losing over 500 points from Read more [...]

The Trump language has changed the mood of the market but the sharp bounce in crude indicates that the market has not taken the Trump threats too seriously. Markets are betting that even the US cannot afford a trade war. Most stocks came under Read more [...]