Last week, through the red alert and torrential rain, waterlogged roads and WFH, we met 10 corporate forex risk management teams in Mumbai, all the way from Fort in the south to Thane in the north.
G ....
Operation Sindoor isn’t just about military strategy — it’s a declaration of self-reliance. By bypassing advanced air defences and intercepting drones and missiles of Chinese and Turkish origi ....
During the pandemic, in the charming city of Kolkata, a middle aged lady and her tech-savvy daughter started a cloud-bakery called "The Sweet Spot." The mother, Sharmila, whose tarts and bruschettas ....
“All I want is a room somewhere Far away from the cold night air Lots of chocolate for me to eat Lots of coal makin' lots of heat Warm face, warm hands, warm feet Oh, wouldn't it be loverly?”
So ....
“Counting the cars on the New Jersey turnpike, they all come to look for America” - Simon & Garfunkel
We all loved America. Heck, even I, who could even back then see all the warts i ....
Please click here to download the full report.
Understandably, the whole world is in a tizzy on the twin news that
Russia has asked to be paid in Roubles or Gold for its oil and gas and ....
As expected in our last report (09-Dec-25, UST10Yr 4.16%) the US Fed indeed reduced the Fed Rate further by 25bp to 3.75%. We had also said that we expect another …. Read More
WHAT'S NEW?
Jan’26 Crude Oil Report
Crude prices have been steady and tilted to the downside over the last few months. Hovering near $60, can it gradually move up towards $70? Or could there be room for more fall towards $55/50? … Read More
WHAT'S NEW?
Jan’26 EURUSD Report
Brent and EU Inflation has been low in the last few months. If both the EU Inflation and Brent see a gradual rise in 2026, the upside could be …. Read More
WHAT'S NEW?
Jan’26 GOI Report
In our 04-Dec-25 report (10Yr GOI 6.54%) we conceded that RBI may cut the Repo due to the unexpectedly sharp fall in the Oct-25 CPI to 0.25%. The RBI then indeed … Read More
WHAT'S NEW?
Jan’26 USDJPY Report
In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to … Read More