Unanticipated exogenous shocks likely: U.S. Fed
An uncertain inflationary trajectory could force the Fed to delay a rate or – worse – hike rates.
us federal reserve
February 2024
December 2023
January 2023
December 2022
November 2022
Why A Weak Rupee Looked Strong In CY23
Rupee saw the least percentage fall on buoyant FPI flows and benign crude, but an encore will depend on Fed rate cuts and oil staying lower.
Sensex crosses 70,500 marks, Nifty inches close to 21,200: What is fuelling market rally?
The BSE Sensex rallied as much as 955 points to hit a fresh record high of 70,540; the NSE Nifty climbed 263 points to touch a new all-time high of 21,189.
Outflow from global gold ETFs continues despite gold at all-time high
Collective holdings of global gold ETFs are down 7% to 3,236 tonne on back of $14 billion outflows from gold funds
'US equities will feel the pain, but economy will survive'
The world's biggest economy will go through a mild recession, says Andrew Sheets of Morgan Stanley.
What's Behind Central Banks' Gold Rush?
Central Banks globally have accumulated gold reserves this year at a pace not seen since 1967.
Headed for a period of volatility and moderate returns in 2023: S Naren, ICICI Pru MF
The global equity markets will remain volatile in H1 2023, but things will improve in the second half, says Naren, ED & CIO, ICICI Prudential Mutual Fund.
Rupee may stage a comeback in second half of 2023: Shinhan
The expected annual range for USD-INR is 77-84.5 for 2023, says South Korea-based Shinhan Bank in its recently published report.
India needs to remain defensive in monetary, fiscal response to global tightening: Douglas W Diamond
“Inflation in India is in reasonably good shape right now, compared to the rest of the world,” says Diamond, who won this year’s Nobel Memorial Prize in Economics.
US and India correlation broken -- S&P 500 sinks 19%, Nifty & Sensex up 2%
In dollar terms, however, India is down 7% YTD vs 19% for the US.
