It is now necessary to monitor kurtosis to assess whether there may be a threat of another rupee dive some…
The real reason #MeToo has caught fire now is because the global political landscape is increasingly barren and is crying…
Brace for continued volatility. Exporters should reduce their tenor of risk identification
In any market at any time, nobody knows what is going to happen the next second, the next minute, the…
Fall in Rupee not a problem, but, a symptom. How about an IL&FS-like panel to tackle the real issue?
Our fundamental ailment is weak exports, and the current negative sentiment surrounding the rupee is only a symptom. Any measure…
If the rupee touches 73 again, RBI should push the off-meeting button—rather than creating panic as had been feared, this…
Learning from the market is very expensive; but not learning from the market can be disastrous
Many companies use a ladder strategy, which means the near term is hedged (close to 100%) with reducing hedge percentages…
The trade war rhetoric may result in the dollar weakening to address Trump’s focus on bilateral trade deficits and there…
It is the nature of the beast that we use events—like the day you were born—to define nodal points, even…
It is blindingly obvious that there is nobody in charge, or that those in charge really don’t give a shit,…
Total portfolio outflows from India since May this year were a huge $9.5 billion, and given that Indian interest rates…
A turning point is upon us—technology will drive decentralisation and the sharing of assets and experiences, as will the vast…
In particular, as already explained, global borrowing costs are set to go up, as a result of which this week’s…
Since 2013, the rupee has fallen as sharply as it has recently twice, and both times, the rupee returned to…
One way to balance out risks is to simply recognises the obvious fact that if you hedge, you are paying…
Increasingly, even companies who have business contracts of shorter horizons, but who have longstanding customer relationships, so they are able…
That the people are fed up with the BJP is obvious, not just locally, where there has been no meaningful…
