Gold Bounces Back After a While…

The gold ETFs had seen an outflow equivalent to US$ 1.40 billion in the last month, accelerating a trend seen in the last three months. But the prices edged higher to 1860 levels in a swift bounce-back from the 1760 levels. This bounce- back has been occasioned by the only factor that could be in […]

Equity Volatility May Be On The Rise…

The equities have turned more volatile in the past one month and it is grappling with a number of factors both internal and external which makes the onward journey slightly more uneven. The earnings season is coming to a close and the complete picture of the Q2 FY22 earnings would emerge in the coming days. […]

Bond Yields Edge Higher…

The fixed income market faces a number of challenges as it transforms itself from the pandemic-affected period, the high liquidity situation, to the post-pandemic normalization. The challenges pertain to the gradual normalization of liquidity and rising interest rates. The RBI had initiated the liquidity normalisation process way back in January this year. The hike in […]

Normalization Takes Over…

A formidable challenge facing the financial markets is the need to align themselves to the inevitable process of normalization which the major economies are going through in the post-pandemic time. The unprecedented expansion of liquidity was intended to combat the potential negative effects of the pandemic-led disruption. Liquidity which was injected into the financial system […]

Bond yields set to rise; further upside towards 6.50%-6.60% levels

The Central Government’s borrowing programme for the Second Half of the financial year was announced a couple of weeks back. The borrowing schedule is exactly in line with the estimated borrowings, totalling, Rs.5,03,000 Crores. Taking all this into consideration, Dr. Joseph Thomas, Head of Research, Emkay Wealth Management, says, “The yields may be set to […]

Oil at $88-90 a barrel in 2-3 months can’t be ruled out given the ground realities

With Brent at $86 a barrel, oil is at multi-year highs. The price of oil and gas has gone up as consumption remains robust and gradually moving up to the pre-pandemic levels. It is expected that the global consumption will touch the pre-pandemic levels and cross it by the first quarter of 2022. Oil consumption has increased […]