Monetizing Retail

For Reliance digital and retail, it may now be payback time It is said that good projects and good business ideas always find investors. The state of the market hardly matters. That was proven most eloquently by Reliance when it monetized its digital stake in the midst of testing market conditions. RIL now looks all…

Tatas Vs Mistry

Pledge battle is the latest stand-off between the two groups The ongoing turf war between the Tatas and the Mistry family has now assumed a new dimension. It pertains to Mistry family proposing to pledge shares of Tata Sons to raise funds for businesses in the post COVID scenario. What Mistry family wants? The Shapoorji…

October Rate Hike

There may be few alternative options for the RBI Source: Trading Economics When the RBI first hiked rates by 25 basis points in June most analysts accepted it as a one-off event. When it was repeated in August, it was seen as a front-ending for the full year. Now traders and businesses are bracing for…

Inflation Tapers

But will it change RBI’s interest rate strategy? Source: Trading Economics Retail inflation as measured by the CPI inflation tapered to 3.69% for the month of August. That is a 10-month low and that is the good news. But will it really change the outlook of the RBI with respect to interest rates and is…

Rupee Package

Measures announced are too generic and far-fetched The rupee rallied sharply over the week-end after a touching a low of 72.91/$ to close at around 71.85/$. Even the 10-year bond yield tapered on expectation that the weekend package to revive the rupee would do away with the need to hike rates for the RBI. But…

Bond Yields

Will 8% be the new normal for the Indian bond markets? During the last one week, the 10-year bond yields decisively settled above the 8% mark. After touching a high of 8.06%, the bond yields settled around the 8.03% mark. What is material is that 8% is not the psychological barrier anymore and now appears…