Brent – Supply Constraints Support Elevated Prices Now…

The Dollar Index Soars High…

All That Glitters…

Primary Auctions, OMOs Push Yields Higher…

Inflation Surges, Further Policy Action Not Too Distant

Slaying the Demon of Inflation… the Priority

Inflation Surges, Could Invite Policy Action

Crude May Stay Elevated, But Falling Demand Holds Out a Little Hope…

Equities, a Buy on Any Correction In Prices…

Banking & Financial Services Funds

Rate Normalization May be on the Cards

Fed Rate Hike, Its implications

Brent, More Complex Dynamics

Good Times for the US Dollar

Inflation and Geo-Political Tensions Bring Gains in Gold Prices

Market Rates May Continue Their Upward Walk

Inflation Touches 7 Months’ High…

RBI Policy: Rates Unchanged but the Next Policy Statement More Crucial

Global Economies: Policy Divergence and Long-term Expectations

Brent, Being Pulled From Both Ends

US Dollar in a Transitory Phase, Slightly Weaker

Gold May Test Higher Levels, Though Upside is Quite Limited

Equities, Some Cheer on Budget Expectations

Global Economies, Business as Usual Despite the Seeping Third Wave…

Estate & Succession Planning

Currency Markets

Gold Update

Equities, Trailing Normalization

Rising Yields with Normalization…

RBI Policy: Aggressive Liquidity Management, Higher Short-Term Rates

GDP Update – Q2FY22

Tapering – Further Acceleration Expected

Brent is Floating at Crucial Levels

Dollar Holds Its Sway…

Gold Bounces Back After a While…

Equity Volatility May Be On The Rise…

Bond Yields Edge Higher…

Normalization Takes Over…

Oil Spills the Story…

It’s Dollar All the Way…

Gold May Test Lower Levels

Equity Markets

Bond Yields Set to Rise….

Monetary Policy: Rationalization of Liquidity the Dominant Theme

The Fed: One Step Closer to Tapering

Succession Laws for each Class of Asset

Brent Set to Stay Range-bound

Currencies Well Anchored to Rise in US Dollar Yields

Gold May Trade in Narrow Ranges

Secular Growth Trends May Delimit the Scope for Deeper Equity Corrections

High Liquidity and Low Inflation Helpful in the Immediate Term

Jackson Hole and After

GDP Update – Q1FY22

Brent Slips to the Floor

Gold Remains Subdued, Trending Lower

Currency Levels Awaiting Macro Numbers

Equities – It Pays to be Conscious of the Immediate Choices

Long End Yields Rise Gradually

Two Giants and Global Growth

Monetary Policy: Market sniffs an approaching normalization

2021 – A New Era for Rental Real Estate in India

OPEC+ Discussions Spill Over to Conditionalities

Currency Yields Matter, Dollar Rules

Gold Tossed Around Like a Light Cork

Normalization of Liquidity May Be Gradualistic

Equities Have Priced-in All the Known Factors

Europe and Asia: Convergence in Growth-Inflation Dynamics

Is the Fed and the Markets on Parallel Tracks?

Brent

US Dollar Continues To Retain Its Stronger Undertone…

Inflationary Concerns Supportive For Gold

Global Growth Stabilising Faster Than Expected

Equities – Plateauing Earnings Growth In The Near Term

Reiteration Of An Accommodative Stance May Keep Yields Range-Bound

GDP Update – Q4FY21

Monetary Policy Accommodative At The Core, Policy Turns To Equitable

Planning For Your Minor Children And Appointing A Guardian

Equities trying to maintain the altitude….

Brent stays high, buying in futures rises…

US Dollar gives up much of the gains….

India Macro Update

The Yellow Metal bounces back as US Dollar weakens

Economic growth surges in the US and China…

Fixed Income: Relative Calm Amidst New RBI Measures

Brent

US Dollar continues to retain its stronger undertone…

Yields May Be Stable To Range-bound….

Equities – Need To Moderate Return Expectations

Government Borrowing Program: Some Interesting Features

Fiscal Stimulus And Vaccinations Dominate The Global Discussions…

Monetary Policy: Nurturing The Recovery

US Dollar maintains a stronger undertone…

Brent

Gold May Test Lower Levels… But The Intensity Of The Fall May Slow Down

Equities More Often Affected By Developments Abroad

Rising Market Rates, Negative Returns on Debt Portfolios: What is the path from here?

Q3FY21 GDP: Momentum needs to be sustained

US and UK Soft Measures From the Fisc Leading to Stronger Potential Recovery

Brent

Currency Markets