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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 ....
Please click here to download the full report. 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 ....
For the last few months we have been looking for Crude to rise towards $130-190 and pull up the US CPI towards 4.6% and the US10Yr Yield to 5.4% by Jan-27. This view has clearly gone wrong with Brent falling sharply below $90 as a result of the US-Iran peace deal, which is the …. Read More
In our June 2026 report (1-Jun-26, Brent @ $95.47), we had expected Brent to correct to $88 before bouncing back to $120 and $145 by Aug-26 and Sep-26, respectively. A sustained trade below $90 was said to be incumbent on a fully credible resolution of the US-Iran war. … Read More
In our June 2026 report (10-Jun-26, EURUSD 1.1546), we expected the Euro to rise towards 1.17 in Jun-26 before reversing lower, with surging crude prices, rising inflation, and potential central bank rate hikes posing key risks amid the ongoing US-Iran conflict …. Read More
In our last report on 03-Jun-26 report (10Yr GOI 7.03%) we remained bullish on Brent and therefore called for higher CPI and higher Yields. At the same time, we said, “Our view will come under threat if Brent trades … 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
Our July ’26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.