Union Budget 2016

Four themes that could drive the Union Budget exercise… As the market prepares for another Union Budget on February 29th, the question is what can the economy and the markets expect? This will be Jaitley’s third consecutive budget and hence expectations will be high. While specifics may be hard to predict, we believe that there…

Gold Bond Scheme

It looks a lot more attractive, this time around…   The second tranche of the Sovereign Gold Bond scheme seems to be better designed and executed compared to the first tranche. Considering the current global scenario and asset preferences, one must seriously look at the Sovereign Gold Bond scheme this time around. Here is why……

FII Inflows

  When will they return to India?     FII selling has been the big story since August. After selling nearly Rs.50,000 crore worth of equities in the last 7 months of 2015, the New Year has begun on a discouraging note. In the month of January 2016, FIIs have sold equities worth over $2…