Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
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RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
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Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities
The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....
332 Views
Pre-Budget: Marginal Room for Stimulus
On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...
803 Views
Cratering Loan Growth in India
Average loan growth for India's banks is now at unprecedented low levels: 0.3% as at December 2016 compared with March 2016. The figures have been...
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