Jun 6, 2018 1:25 pm
The Reserve Bank of India today decided to hike the policy repo rate by +25 bps from 6% to 6.25% in a unanimous vote – the first hike since Jan-14. The MPC maintained its neutral stance on monetary policy and commitment to achieving a medium-term target for CPI of 4% ± 2%, while supporting growth….
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May 28, 2018 11:47 am
“Whenever you find yourself on the side of the majority, it is time to pause and reflect.” – Mark Twain India’s Macro Situation Could Be Improving Soon When we stated last fortnight that macros can change quickly, we certainly did not imagine things would change in a week. But change, it appears, is afoot. Late…
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May 14, 2018 12:30 pm
“The future is never clear; you pay a very high price in the market for a cheery consensus. Uncertainty is the friend of the buyer of long term values.” – Warren Buffett Why is the market shrugging off macro-economic concerns? That’s the title of an article in today’s Mint Markets section. We offer our take…
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Apr 30, 2018 2:28 pm
“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price” – Warren Buffett Looking back at the past few months, North Korea’s sabre rattling has turned out to be noise, as expected. Trade war rhetoric is also looking to be largely noise, as expected. For…
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