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 ....
In our last report (29-Jul-25, UST10Yr 4.42%) we expected the FED to remain on hold and said that since data was inconclusive the US10Yr was likely to be indecisively ranged in August, with a bit of …. Read More
WHAT'S NEW?
Oct’25 Crude Oil Report
The WTI Net Long/short position has remained below 2 for about 2-months now, the longest time since 2006. The market sentiment continues to be bearish on crude prices for the near term. … Read More
WHAT'S NEW?
Sep’25 EURUSD Report
In our August 2025 outlook (dated 11-Aug-2025, EURUSD at 1.1623), we projected the Euro to strengthen towards 1.19–1.20 over the following months, before retreating to 1.14 by December 2025 and further easing to …. Read More
WHAT'S NEW?
Oct’25 GOI Report
In our 10-Sep-25 report (10Yr GOI 6.48%) we expected the RBI to be on pause in its next MPC meeting on 01-Oct. This is to be seen tomorrow. We had also said there was room for the FOMC to cut rates by 25-50bp, and accordingly they … Read More
WHAT'S NEW?
Oct’25 USDJPY Report
In our 12-Sep-25 report (USDJPY 147.96), we expected the USDJPY to limit the downside to 144 and ascend towards 155-158 in the coming months. In line with our view, USDJPY limited the downside to … Read More