Mar 6, 2017 1:43 pm
Summary Economy Inflation is Rising Worldwide Key Areas Still Ailing in the Domestic Economy Outlook Moving to Neutral Bias on G-sec Rates Outlook unchanged on Equities If you aren’t confused, you aren’t doing it right – Howard Marks, Oaktree Capital Management Teenagers & Seniors Howard Marks from Oaktree Capital recently visited India and called the…
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Feb 20, 2017 2:07 pm
Summary Earnings Update Nifty & CNX 500 Earnings Trends Sectoral Analysis Outlook Moving to shorter duration on Fixed Income Outlook unchanged on Equities The Illusory Truth Effect Consider these statements. We only use 10 percent of our brains. Eating carrots improves eyesight. Vitamin C cures the common cold. Crime in the United States is at…
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Feb 8, 2017 1:33 pm
Rates unchanged at 6.25%; Shift from Accommodative to Neutral The Monetary Policy Committee (MPC) of the RBI, kept the key policy repo rate unchanged at 6.25%; which was decided unanimously by all the 6 members. The MPC reiterated the CPI target of 5% by Mar-17 while the medium term CPI target remains at 4% within…
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Feb 6, 2017 11:41 am
Summary Global Complacency Starts to Set In Trump’s Fiscal Stimulus Not a Done Deal Honeymoon with Wall Street Waning French Bonds Spiking Domestic Consensus Bullishness Abounds Why Markets Loved the India Budget Interest Rate Forecast What is Driving Equities Higher? Outlook I’ve lived through some terrible things in my life, some of which actually happened…
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