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 ....
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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?
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