Monthly Archives: July 2018

Trade Deficit

Why it could be the next big macro worry for India… Source: Trading Economics Trade deficit for the month of June 2018 came in sharply higher at $16.6 billion. This is much higher than the previous months and takes the average monthly trade deficit for the first quarter to $15 billion. That is likely to…

Mid Cap Crash

Is it temporary or a structural downturn? You do not have to be too perceptive to fathom that the mid caps and the small caps are in serious trouble. One only needs to look at the three indices in the last 7 months and it is clear that it is the small and mid caps…

Confidence Vote

No surprises, but opens up new equations for 2019… When the final count of the trust vote was announced by the speaker, there was little by way of surprise. In fact, it was a foregone conclusion right from the very beginning. By the time the formality of the voting started, even the TDP and the…