Iran Effect

Indian markets may be underestimating the Iran effect The drone attack that killed Soleimani, a senior military official of Iran may have much larger repercussions than is being currently envisaged. In the fractured Middle East, this may appear to be a normal event but it is the first time that the American drones have directly…

Macro Cues

Inflation and IIP growth a positive; Trade deficit widens It was a week of key macro data announcements. The week saw key data points being announced on inflation (both retail and wholesale), IIP growth and the trade data. There are some interesting signals coming from data. What’s the inflation message? CPI inflation has come under…

Commodity Trading Tips For Beginners

As the complexity of the market expands, the need for a good hedging tool becomes important. Commodity markets are increasing enormously traders are starting to enter the trading market. Commodity market has determined economies of different first-class countries more than the past few years. The most important thing is strategy in case of commodities. Commodity…

June Credit Policy

RBI could interject with a 25 basis points rate hike… Most reports coming out ahead of the June credit policy appear to be hinting at a status quo on rates. The RBI has been expressing concerns over prices but the Monetary Policy Committee (MPC) has generally veered towards a status quo on rates. However, June…

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…