One common feature in the life of NRIs is that they are time-poor. They earn well, but they do not have sufficient time to make informed decisions on matters concerning their finances. They need support and advice on how to manage the amounts of money that they earn through their hard work. Quite a large […]
One way of looking at the major economies and the progress they have made towards normalisation is to look at three things. One, the quality of the economic recovery in these territories; two, the persistence or otherwise of their expansionary policies; and three, the current efforts at containing the recent wave of infections. United States […]
Joseph Thomas, head of research at Emkay Wealth Management, says the market is unlikely to see the record highs of FY21 frequently, so one should moderate expectations and plan the portfolio accordingly. The midcap segment and some select smallcaps should get priority in the scheme of allocation and carefully chosen midcap funds will be a […]
Non- residents live and work under very different conditions from what is available locally in their country of origin. Sometimes they may be good, and sometimes conditions need not necessarily be that comfortable. Whatever it is, most of the non-residents intend to return to their country of origin as they finish the most active working […]
Oil prices too have been range-bound without any major surge in prices as expected earlier. This is due to the fact that the OPEC + had decided that they may increase production gradually by about 2 million barrels per day. The prices have found a base at the US$ 60-63 levels. What is likely to […]
The US Dollar has risen against all currency majors except the GBP, thus consolidating its position of power in the recent past. This has been the result of robust economic and employment numbers in the US promoting the belief in a speedy revival of the economy. That there is bound to be revival in Europe […]
There are five major influences on the fixed income market, which are marked clearly as of now. These are the liquidity conditions, the government borrowing program, the trajectory of bond yields in the developed markets, the inflationary expectations and finally, the RBI policy. In the last one year the RBI has been extremely supportive of […]
The surge in the pandemic and the rise in the number of cases is not a good signal for the equity markets. This has resulted in limited lockdowns in many parts of the country, and some are more stringent than the rest. If such conditions persist it is bound to impact growth adversely and we […]
The curiosity about the government borrowing program is much less compared to the other developments around the fisc. This is because the quantum of borrowing is clearly laid down in the budget a couple of months ahead of the new financial year. But things like the maturity profile of the borrowing, the composition in terms […]
One way of looking at the major economies and the progress they have made towards normalization is to look at three things. One, the quality of the economic recovery in these territories, two, the persistence or otherwise of the expansionary policies, and three, the current efforts at containing the recent wave of infections The first […]
1. POLICY RATES UNCHANGED On expected lines, the RBI has kept the policy rates unchanged, the repo rate stays at 4%. The accommodative stance has been reaffirmed. The soft stance with adequate liquidity support will continue till sustainable growth emerges, and more so in the light of the resurgence in the second wave of the […]
Consumer Price Index (CPI) The CPI based inflation, continued to inch upwards owing to broad based inflationary pressures; the food and fuel as well as core inflation remained firm in the month of Mar’21. The headline CPI inflation was reported at 5.52% for the month of Mar’21 as compared to 5.03% for the preceding month […]
1. Policy Rates Unchanged On expected lines, the RBI has kept the policy rates unchanged, the repo rate stays at 4%. The accommodative stance has been reaffirmed. The soft stance with adequate liquidity support will continue till sustainable growth emerges, and more so in the light of the resurgence in the second wave of the […]
The manufacturing activity, as measured by the PMI index, continued to report healthy growth. The manufacturers indicated that sequential improvement in demand and a pick-up in bulk orders were the key factors underpinning the robustness in manufacturing sector. The headline index numbers fell to a seven-month low of 55.4 in the month of March from […]
The curiosity about the government borrowing program is much less compared to the other developments around the fisc. This is because the quantum of borrowing is clearly laid down in the budget a couple of months ahead of the new financial year. But things like the maturity profile of the borrowing, the composition in terms […]
