Sep 15, 2026
For much of the past six months, markets treated the Iran war as some temporary disturbance. As the war progressed and conflicting narratives emerged, oil prices spiked and retreated. Bond yields rose, which encouraged some duration buying. If you were too bearish on bonds, you would be hurt by promises of ceasefires holding, or, in…
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Sep 11, 2026
• US Treasury borrowing costs likely to stay elevated amid fiscal concerns. • September Fed rate-hike probability has risen to 60% amid hawkish Fed commentary. • Indian economy remains resilient despite global headwinds. • Q1 earnings were better than expected, with no meaningful downgrades to FY27 estimates. • We remain positive over the medium-to long…
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Sep 8, 2026
• Equity market calm looks mistaken: bonds and commodities repriced sharply higher last week even as major indices barely moved • Seven developed market central bank meetings in the next two months could deliver up to three hikes, against a growth backdrop that is accelerating, not slowing • The marginal buyer of US Treasuries is…
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Sep 3, 2026
August was a good month for risk assets, but not a comfortable one. Global equities rose 2.6%, the US gained 2.7%, technology returned to leadership and emerging markets advanced 3.4%. Gold rose almost 10% and Bitcoin more than 25%. Yet the most important market during the month may have been the bond market, where long-dated…
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As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
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