From on financial crisis to the next The shoes have started to drop—SVB, Signature Bank, Credit Suisse—and nobody knows how many more are to come. In the… By Jamal MecklaiMarch 23, 2023 03:30 IST
What to do with the low premiums One needs to stay unhedged for a reasonable amount of time to be able to capture value in this kind… By Jamal MecklaiMarch 13, 2023 04:15 IST
Beating both sides of the market While there is no magic wand against currency risks, there is a process that uses a combination of three different… By Jamal MecklaiFebruary 27, 2023 04:45 IST
Globalisation and Gandhiji’s seven sins Financial regulators, supposedly imbued with the most detailed knowledge of markets, have, certainly since the 1980s, failed to show the… By Jamal MecklaiJanuary 23, 2023 04:00 IST
Premium Not a global currency yet, but… The rupee will wobble under global pressures, but RBI will continue to hold the line. The central bank probably recognises… By Jamal MecklaiUpdated: January 2, 2023 07:56 IST
Hedging exports when premiums are falling With volatility up and premiums down (and sliding), the intuitive response is to shorten the hedging tenor—indeed, some exporters may… By Jamal MecklaiDecember 12, 2022 05:30 IST
Premium A paradigm shift for the rupee? Despite the difficult current account situation, the rupee could be turning around for more than just a few months, with… By Jamal MecklaiUpdated: November 15, 2022 08:26 IST
Premium Is the rupee decline ending? The rupee does march more to its own tune, but the off-dollar forces continue to appear positive for it. By Jamal MecklaiUpdated: November 1, 2022 08:15 IST
Is the dollar rally over? Even if US rates continue to climb—say, towards and, perhaps, beyond 4.5% or 5%—it is no guarantee that the dollar… By Jamal MecklaiOctober 4, 2022 04:30 IST
Fear of equities, redux While things will certainly remain difficult, the market trauma won’t be as bad. Back in 2008, the entire financial system… By Jamal MecklaiSeptember 21, 2022 04:15 IST