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-Dec-25, UST10Yr 4.12%) we had said the US2Yr could fall to 3.00%. However, contrary to our expectation, the US2Yr has moved up. The US10Yr has also risen, much earlier than …. Read More
WHAT'S NEW?
Feb’26 Crude Oil Report
Having risen sharply in Jan-26 to $70.58, will Brent again rise past $70 and continue to rise in the coming months? Or is the rise over and the price can move back towards $60? … Read More
WHAT'S NEW?
Feb’26 EURUSD Report
Euro unexpectedly reached 1.2083 in Jan-26 on Dollar sell-off but recovered quickly back to lower levels. Will it again attempt to rise targeting 1.24? Or will it remain below 1.20/21 now and see an eventual decline to 1.10/08? …. Read More
WHAT'S NEW?
Feb’26 GOI Report
The 10Yr GOI (6.6472%) had risen to a high of 6.78% on 01-Feb. It has dipped a bit from there but has good Support at … 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