Sector-Picks 2018

What will be the key sectoral stories to watch out for in 2018? Come year-end and the general question is, “What about markets”? This time will be no different. Let us look at 6 sectors that will be big stories in 2018… Agri-Sector – Well, the BJP is taking no chances after Gujarat. You can…

FRDI Bill

What could be its larger implications for savers… Considering the hue and cry around the Federal Resolution and Deposit Insurance (FRDI) Bill, the government decided to put off the debate on the bill to the Budget session. Even though the bill will not be discussed in the Winter Session, it is in order to understand…

Gujarat Verdict

What are the key takeaways from the Gujarat election outcome? Despite the vagaries of the Gujarat counting last week, the results were largely along expected lines. One can argue that the BJP’s victory margin was narrower than expected, but that was to be expected after 22 years in power. So, what are the key takeaways?…

Trade Data

Exports flatter but trade deficit remains a major worry… After a disappointing first 6 months of the current fiscal, the trade data for November finally showed a semblance of recovery. Of course, imports were higher but exports grew much faster. However, the trade deficit continues to be at elevated levels and that remains a major…

Gujarat Matters

Gujarat elections are a lot more critical than they seem to be… The most keenly watched election currently is the Gujarat election. Let us forget about exit polls and relent that the actual results will only be known on 18th December. The bigger question is why is Gujarat so important to the ruling NDA and…

Fed Rate Hike

This 25 bps could just be the beginning in a series of hikes… As the 2-day meet of the Federal Reserve concluded on Wednesday, the rate hike of 25 basis points was almost a fait accompli. Analysts and economists had long seen this coming. What was more significant was that this was Janet Yellen’s last…