Economic Outlook
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How would economy evolve and Stock Markets react if a Third Front/Federal Front government is formed?
Throughout the month of March we have been looking at how political outcomes post 2014 General Election. Till now we have seen three possible scenarios. Today we will look at a fourth possible scenario -What if a Third Front/Federal government forms a…
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How will the economy evolve and stock markets react if Congress forms a coalition government?
Over the last few weeks we have been trying to look at probable economic outcomes and stock market scenarios given different possible political outcomes after the 2014 General Election.
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How will the economy evolve and stock markets react if BJP forms a weak coalition government?
Over the next few months the most talked about event dominating the Indian investors mind would be the 2014 General Elections.
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How will economy evolve if BJP coalition wins in 2014 General Election?
Today the most talked about topic is ‘ 2014 General Election’ .
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Market Cycles: How Investors Can Spot Excess and Stay Rational
Understanding market cycles is one of the most valuable skills an investor can develop. Financial markets move through recurring phases of optimism and pessimism.
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Equity Market Cycles: Why the Tide is Shifting from Gold to Stocks
Investing success is often a matter of alignment—aligning one’s portfolio with the broader structural shifts in global and domestic capital flows.
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Raghuram Rajan’s RBI Strategy: Balancing Growth, Inflation, and the Rupee
When Raghuram Rajan took charge as Governor of the Reserve Bank of India , the Indian economy was facing a difficult combination of slowing growth, high inflation, and a weakening rupee.
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Should you have Confidence in the Current Economic Scenario?
Confidence is sometimes, all that matters. As uncertainty over the Indian economy and government policies grows, business confidence is falling.
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Interesting interview with Rakesh Jhunjhunwala
As a retail stock investor, I found the pessimism among my fellow retail investors quite inexplicable.
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Quantitative Easing winding up – How it affects the Indian markets?
Gold hit a three-year low, the Indian Rupee hit another all-time low against the dollar and the yield on the U.S. 10-years’ Treasury note jumped as high as 2.46%.
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FCCB – Is it really cheap for companies?
FCCBs or Foreign Currency Convertible Bonds, as fancy as they may sound, are still a mystery to many. News and views, time and again, talk about companies issuing or redeeming FCCBs. Many speak of it as a cheap bond, as it enables…
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Union Budget 2013: Can it restore the investors’ confidence?
Over the last 2-3 years, we have seen the economy riding a roller coaster, offering less foresight, and more structural distortions. In such a scenario, are factors like rising inflation & mis-selling by financial institutions shaking the retail investors’ confidence? Are they…
