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  • THE TIME IS NOW! 06-Jun-2014 | 15:07By Ramnik Chhabra

    In the past 3 months, the Indian stock markets have given steller returns. The Sensex and Nifty have reached all time highs. Infact in the month of May, India has emerged as the world’s top performing stock market. 1. India to see a majority government after three decades: India has decisively voted BJP-led NDA to power at the center. Looking at the enormity of the mandate given to BJP and its all..

  • Industrial metals have been on a roller coaster kind of ride in the past couple of years, falling and rising. But for nickel and aluminium multiple pressure points suggest the recent pullback in prices may not sustain. Nickel had a rough 2012, and so far it looks like 2013 will not be much better. Prices have fallen 14 per cent from the start of the year and are down 33 per cent from the peak of $..

  • Ever since the US Fed announced tapering of its ultra-loose monetary policy, the rupee has been in a downward spiral. Global funds have diverted their wealth to US markets in anticipation of the strengthening of the dollar index and better yields on US treasuries, which also happens to be a safe haven. The yields over 2% on US 10-year bonds were deemed attractive and led to a drain of capital from..

  • From the time we’ve been indulging in the financial markets, Japan has always been deep in debt, mired in deflation with weak consumer spending and low growth, despite repeated attempts by the government between 1992 and 2008 to spur the economy out of stagnation. With the seventh change in Prime Minister in six years, not much was expected out of current Japanese Prime Minister Shinzo Abe. Howeve..

  • Assessing key trends in 2012 2011 has turned out to be at best a forgettable year for the Indian equity markets. India has been the worst performing markets globally with 25% negative returns; Given the sharp currency depreciation, performance in USD terms has been even worse at -37%, making India by-far the worst performing global market. Also, the Sensex returns in each quarter of 2011 have been..

  • GDP growth of 8.9% in 2QFY11 is a resounding validation of the India growth story. India has effectively endured a global crisis and the worst drought in 30 years. It continues to be one of the fastest growing economies – its GDP is likely to grow at ~9% in FY11 and well into FY12. Growth should rise to double digits, on track with the higher growth trajectory of the last decade. In short, India i..

  • The Indian economy is no longer at the crossroads; rather, it is on the right path to sustainable growth. GDP growth of 8.9% in 2QFY11 is a resounding validation of the India growth story – it has effectively endured a global crisis and the worst drought in 30 years. India continues to be one of the fastest growing economies in the world – its GDP is likely to grow at ~9% in FY11 and well into FY1..

  • India`s 2QFY11 GDP growth at 8.9% (MOSL 9%, Consensus 8.2%) signifies (1) economy operating close to potential, and (2) resounding validation of the India growth story. While agriculture and services expectedly turned up, industry also performed well. Most importantly private consumption is back and the government is only gradually withdrawing its fiscal support. We expect GDP to grow at ~9% in FY..

  • The exact gravity of the European debt crisis is difficult to understand by an ordinary person sitting in India. However, when an expert like Nassim Taleb has to say something in this regard, one should sit up and take notice. This is what he had to say to CNBC Europe yesterday The economic situation today is drastically worse than a couple years ago, and the Euro is doomed as a concept. "We ..

  • The RBI’s credit policy for FY11 was largely on expected lines, but the quantum of hikes was lower than expectations of few market players. The latest monetary measures and policy review clearly reflect the increasing emphasis on reigning in inflationary pressures. While, economic growth has been strong; the central bank highlighted possible risks due to an uncertain global environment and erratic..

  • Greek Debt Crisis 17-May-2010 | 10:43By Motilal Oswal

    The crisis in Greece crystallises the worries about the dire state of the public finances in many countries around the world. The fact that a Greek default is even considered possible is a fundamental shock to confidence in the world order. For a start, Greece has been seen as an advanced economy, if only by virtue of its membership of the euro-zone. As such, the shock value of a sovereign default..