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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 ....
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 April 2026 report (13-Apr-26, EURUSD 1.1686), we expected the Euro to rise to 1.1950 by May-26 while retaining our long-term bearishness towards 1.10 by Aug’26. The main reasons were good chances of a rise in the Dollar Index and crude prices. The markets expect the ECB to move. …. Read More
In our 07-Apr-26 report (10Yr GOI 7.05%) we had assigned a 65-70% probability to Crude rising towards $145 by Sep-26 and had said that this could cause the CPI to move up to 6.2% by Nov-26 and the 10Yr GOI to target 7.37% by Feb-27. Since then, Brent has seen two short-lived dips below $100 but has … 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 May ’26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.