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Trump disappoints

Too much constriction, too little reforms… The much-touted Trump press conference was a classic case of “much ado about nothing”. There were expectations on some announcements pertaining to taxes and infrastructure spending. The speech dwelt a lot more on Russia, the media and said very little about the reformist noises that markets actually wanted to…

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Trump disappoints

Too much constriction, too little reforms… The much-touted Trump press conference was a classic case of “much ado about nothing”. There were expectations on some announcements pertaining to taxes and infrastructure spending. The speech dwelt a lot more on Russia, the media and said very little about the reformist noises that markets actually wanted to…

Strong Dollar

Why global markets need to be cautious… Global bond guru, Mohammed El Erian, has warned the world markets about the perils of a strong dollar. As the world is coming to believe that a strong dollar could be a big benefit, Erian’s views are of tremendous value. Here are the 3 reasons why Mohammed El…

Big Shift at TCS

What are the challenges ahead of Rajesh Gopinathan? On a day when TCS announced a stable growth of 1.5% in revenues and 2.9% in profits, the attention was occupied by a different subject altogether. On the same day, the company made two major changes. The current TCS CEO moves on to take charges as the…

Gold in 2017

What is the outlook or gold in 2017? Gold had a virtual rollercoaster ride in 2016. From the lows of January 2016, gold rallied nearly 30% before giving up a chunk of the gains in the light of Trump’s aggressive growth pitch. Economic growth and gold prices rarely go hand in hand. Gold is a…

Bonds in 2017

What is the outlook for debt market instruments in 2017? What will be the outlook for debt products in 2017? Normally, any year that has been great for equities has not exactly been too great for debt. However, 2017 could be a year with sufficient opportunities to make profits in debt instruments too… Be careful…

Equities in 2017

What will be the outlook for equities in 2017? As a New Year dawns, it is worthwhile to evaluate the outlook for equities in the coming year. While there may not be too may triggers for an all-out rally in equities, the year 2017 could actually belong to equities as an asset class, in more…

World in 2017

What are the key events that will shape global economy next year The year 2017 will be a key year for the global economy in more ways than one. There are few key events that could shape the structure of things to come in the next year. Here are a few of them… All eyes…

Demonetization

The big question is; after demonetization what next? The demonetization officially ended on December 30th, after which one cannot surrender old notes of specific denominations. But the impact of the demonetization exercise is likely to last for much longer. Here is how… Liquidity shortfall will stay… While the government has impounded notes worth Rs.14 trillion,…