Weak oil prices cast doubts on global economic recovery expectations. In the last episode, we pointed out our concern over a simultaneous rally in equities and bullion. Instead, we ... Read more
It appears smart money may be betting on an up move in financial assets, but it is also hedging its bets by parking money in bullion. It also warns us that inflation may be stickie ... Read more
The RBI governor announced a pause, not a halt, on interest rate hikes. And Bulls think the pause in interest rates will halt the party for the fixed-income investors and/or stem t ... Read more
The markets were surprised, and how! The new narrative spreading in the markets is that the banking crisis in the US can be contained and may not be as bad as the global financial ... Read more
The ongoing banking crisis is likely to spread further as I compared it to dominoes falling in a bowling alley. The Dutch Central Bank declared losses for the first time since 1931 ... Read more
The fact that more and more banks in the West are reporting losses tells us that the sector is stressed and will demand cash infusions. In a phase when the cost of funds (interest ... Read more
Bulls need to push harder as the market sentiments are sagging on poor retail participation. Repeatedly warning the listeners about 2023 being a tough year for financial markets du ... Read more
Interest rate continue to grow higher. Bond yields remain firm and Non-banking financial companies can offer higher interest on fixed deposits. Adani Group attracted a global inves ... Read more
The coming week is noteworthy as the RBI is expected to mop up over ₹50,000 crore in a variable rate reverse repo (VRRR) operation for 14 days. The VRRR will be reversed on 10 Marc ... Read more
The markets registered small gains in the broad-based Nifty-50, whereas Bank Nifty dragged sentiments lower. My readers need to delve deeper into why banking stocks are falling. Af ... Read more
