Nifty bounced back nearly 500 points last week and settled close to the 10,600 level as the low crude oil prices led to a relatively stronger rupee and buoyancy in stock markets. Buoyancy is likely to continue in markets. The big data points this Read more [...]

Foreign portfolio investors have infused Rs.4800 crore into the Indian markets in the first five days. However, nearly 95% of the money came into debt and only 5% of the inflows came into equity markets. This is still a relief after the massive selling Read more [...]

Why Dr. Raghuram Rajan is wrong about note ban and GST In many ways, Dr. Raghuram Rajan has been the equivalent of an Elvis Presley of central banking. With him around, there was never a shortage of spoken words or decisive action. To his credit, he Read more [...]

Why the Iran sanctions are unlikely to be effective this time around The US sanctions on Iran became effective from 05th November but the markets hardly reacted. On the contrary the price of Brent Crude dipped below the $70/bbl mark. What went wrong? Too Read more [...]

Why equity MFs continue to see inflows despite FPI selling? Two pieces of data stood out in stark contrast in the month of October 2018. On the one hand, FPIs were compulsive sellers in the Indian markets. The FPIs sold equity to the tune of Rs.29,000 Read more [...]

News Announcement Impact Analysis Asian markets lose nearly $4.3 trillion in market cap as dollar strengthens Energy and new technology companies like Tencent have been the major losers in the Asian sell-off With most currencies Read more [...]

Despite exemptions, the Iran sanctions did make the Nifty and Sensex panic and end marginally lower on Monday. The advance/decline ratio was almost neutral. The negative pressure came from the Iran sanctions going effective as well as the uncertainty Read more [...]

Nifty and Sensex ended the week sharply higher on hopes of a likely resolution of the trade war between the US and China and the decision by the US to exempt Indian oil imports from Iranian sanctions. The crude price fell by 15% even as the rupee strengthened Read more [...]