Trick or Treat

It is worthwhile to consider a Halloween landmark for markets as the world cleans up from this year's night of extravagant costumes and way too much candy. Halloween 2007 marked...
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The Bigger Picture

Markets are noisy. Together, US federal government shutdown fears, Fed hawkishness, and lingering inflation have led to increasing fear in the minds of investors. In India too, many have been...
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Market Eccentricity

To say the past few months have been a whirlwind for markets doesn’t begin to describe it. Ever since commodities’ November sell-off, commodities have been caught in a tug of...
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Three C’s for FY24

India is in an advantageous position amid global uncertainty. According to the Recession Probabilities Worldwide 2023 data, India has a 0% recession probability this year vs. 75% and 65% for...
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