It is still a long time till 2024 and the lies will continue. But, so will the protests as more…
If inflation is set to rise globally—contrary, by the way, to what most analysts expect—what would be the implications for…
As a result of the pandemic, tens—maybe hundreds—of millions of people stepped out to help others far more than they…
Since 2014, the periods of strength have been shorter (354 days, on average) as compared to the period between 2006…
RBI is losing the battle at preventing rupee appreciation, and the next couple of weeks could see some drama
Markets are generally anything but neat. Thus, exporters should continue to follow a systematic programme of hedging with a risk…
India needs to permit selected “other financial institutions” to access the FX market to a particular limit. This would increase…
The new voices that are demanding a stronger focus on—again—employment, education and health will perforce drive politics meaningfully to the…
If this market collapse, as some fear, is the big one, it will be driven by a realisation that all…
Each of us needs to acknowledge our own prejudices, which are ultimately nothing but ignorance and fear
The gap between USD-INR 3-month implied volatility (6.58%) and the realised volatility over the past 90 days (4.55%) is huge…
Gold and the euro operate on different paths and with different triggers, more so, in more recent times, when the…
A bird in the hand is worth (often much more than) two in the bush. With premiums still around 4%…
The shocking part is that the powers-that-be seem to be oblivious—it is almost as if the government genuinely believes that…
As VPIs, we need to find as many Indians like this as we can, support them (both financially and with…
Importers should continue to thank their stars that the trauma anticipated when the rupee last collapsed has not come to…
It does seem as if the long overdue rebalancing is coming to pass, with the Euro, which is, in any…
A 50% hedge, while it has the same 1.6 return/risk profile, is a better strategy since the risk is cut…
