Commodity Options

The biggest challenge will be liquidity and asymmetry… The SEBI took a major step this week by announcing the regulatory and operational framework for commodity options. The largest commodity bourse by volumes, MCX, has already indicated that it will be ready to launch commodity options in the next 3-4 months. Before we get into the…

Big Trade Question

Are we letting the INR ruin our trade equations? The trade data for the month of May 2017 has raised some serious question. While the exports are up 8.32% on a YOY basis, the imports are up by 33% during the same period. As a result, the trade deficit has settled at around the level…

Chasing Bank NPAs

How the RBI has taken two important steps to rescue the banks… In the last couple of months, the RBI has initiated two very important measures that will go a long way in alleviating the problem of NPAs in the banking system. At over $110 billion of NPAs and nearly $180 billion of stressed assets,…