26-Oct-17
Dow 23329/ Sensex 33056
RECAP
Our apologies that we were unable to publish this report in October 2017. In our last report dated 04-Sep-17, we said, “We remain cautious on the Dow and S ....
4-Sep-17
Dow 21988/ Sensex 31809
RECAP
Our note of caution on the Dow Jones (21988) and Sensex (31809) in our Aug ’17 report has stood us in good stead as both the indices saw a corrective dip in Au ....
4-August-17
Dow 22026/ Sensex 32325
RECAP
In the report of Jul’17, we talked about caution for 3-4 months and expected relative underperformance of Sensex against BRIC and World. It was suggested th ....
Shanghai 3140/ Dow 21136/ Copper 2.54/ KOSPI 2360/ Nifty 9664/ Sensex 31271
RECAP
In our May’17 report, we were waiting to see if Shanghai broke below 2978 within 19th May’17 to confirm resumpti ....
10-July-17
World 1913/ Dollex 3982/ Nikkei 19929/ Nifty 9666/ Sensex 31364
RECAP
In the report of Jun’17, we expected fatigue in Dow near 21600-800, established a long term target of 10800 for Ni ....
Shanghai 3113/ Dow 20982/ World 1902/ CBOE VIX 10.45/ Sensex 30550
RECAP:
In the Apr’17 report, we expected the markets to take long overdue rest and correct a bit before continuation of the prese ....
Dow 20453 / World 1843/ BRIC 270 / Nifty 9150 / Russell 2k 1345
The global equities are seeing a booming bull market, ignoring all the anxiety, worries and distrust among pundits. As the market a ....
Since our last report (29-Oct-25, UST10Yr 3.985%) the US Fed has indeed reduced the Fed Rate by 25bp to 4.0%. Some economic data has started to …. Read More
WHAT'S NEW?
Dec’25 Crude Oil Report
Earlier in 2020, the Silver/Brent ratio rallied on sharp decline in Brent whereas it has rallied much higher in 2025 due to surge in precious metals. Will the ratio continue to rise in 2026? Or will it decline back sharply? … Read More
WHAT'S NEW?
Dec’25 EURUSD Report
EURUSD has risen on Dollar weakness following the Fed’s 25 bp rate cut. With the Fed signaling one more cut in 2026 before a pause, the pair may remain stable at …. Read More
WHAT'S NEW?
Dec’25 GOI Report
In our 09-Nov-25 report (10Yr GOI 6.51%) we again expected Inflation to rise sharply, but instead the CPI has again surprised by falling to 0.25% in Oct-25. The Q2 GDP has come in strong at … Read More
WHAT'S NEW?
Dec’25 USDJPY Report
In our 11-Nov-25 report (USDJPY 154.10), we expected the USDJPY to initially decline towards 150 before eventually rising towards 158-160 in the long run. However, the pair limited … Read More