It would be tragic if, again, policymakers missed the forest (the need for growth) for the trees (keeping asset prices…
Following a structured programme that carries low risk—less than, say, 1.5%—and captures at least the average gain, would be the…
Today’s story appears to be different, and, if equity volatility continues to climb, we could see currencies and gold unstable…
Over the long term (10 years) the correlation between USD-INR and EUR-USD was as high as 81%; over a shorter…
Given the atrocities that have been carried out by the police towards citizens, especially the minorities. It calls for reforms…
The big question, of course, is why is the rupee so “strong”? Well, the obvious answer is that there is…
The Covid crisis has politicised a new crop of leaders who are young, smart, and committed to the country
Since 2011, there have been seven episodes of sharp rupee declines and it has never turned lower after recovering from…
The only way forward is to focus on what we share in common and delegate the differences—that had so taken…
If the government were to follow FICCI’s recommendations and put out a package of 5-6% of GDP, with a focus…
The correlation of movement in spot and the 5-day average of the NDF/onshore difference since December has been a huge…
Even if the rupee does enjoy some respite over the next couple of weeks—the one-month NDF is down a little…
There is no doubt that the coronavirus is a seminal turning point in human history, and like all countries, India,…
The pandemic, which proves beyond doubt that we sink or swim together will push politics to reflect the world’s shift…
Far from recognising the problem, the central banks remained focused—counterproductively—on preventing any decline in asset prices.
Today, central banks are the loudest voice in the market, believing that they are protecting investors from their own foolishness,…
Given the current economic situation—mainly, the US-China trade war, and the breakdown of corona virus—the world may be headed for…
Main positives of using a ladder are that it does not require the use of a market view, and they…
