GLOBAL EQUITIES
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 ....
In our last report (29-Apr-26, UST10Yr 4.35%), we had said that the FED was likely to leave rates unchanged, which it did. We had also said that “once Kevin Warsh comes in, the FED is more likely to cut, responding to …. Read More
In our May 2026 report (4-May-26, Brent @ $110.75), we expected Brent to test $90.50 by Jul-26, followed by a rise to $145.13 by Sep-26 and $161.93 by Dec-26. Sustained trade below $100 was expected to be seen only on a credible resolution of the US-Iran war, which looked unlikely … Read More
In our May 2026 report (11-May-26, EURUSD 1.1762), we expected the Euro to rise to 1.1950 by May-26 before falling towards 1.16-1.14 in the coming months. We delayed the fall to 1.10 from the earlier expected Aug-26 to Mar-27 as the Dollar Index remained within a broad range for more than expected …. Read More
In our 11-Apr-26 report (10Yr GOI 7.03%) we had retained our bullish view on Brent towards $134 by Sep-26, while allowing for a near term dip to $95 on hopes of a US-Iran resolution. Brent fell to $89.93, lower than … Read More
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
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