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Gujarat Elections 2017 - Part II

Gujarat is one of the five large states, besides Tamil Nadu, West Bengal, Bihar and Uttar Pradesh, in the country where the post independence political history is clearly divided into pre and post Congress periods. The Congress Party dominated the...

Gujarat Elections 2017 - Part I

After our remarkable research report of Uttar Pradesh Election report on published on 10th January 2017, Our team is happy to give you an insight of the much talked about Election Fever of the Year - Gujarat Election 2017.   Once again the...

The gauntlet has been thrown down to banks, with RBI study group indicating its preference for banks shifting to an external benchmark for pricing loans to improve transmission of monetary policy actions.   With the MPC scheduled to announce...

Choose your economic model

        It is widely expected that the vehicle that transited most economies from underdeveloped to...

Outlook for 2018 - Part II

As highlighted yesterday the Economic Intelligence Unit (EIU) of The Economist released its outlook for six key industries for 2018. The summary of the outlook is reproduced below: Automotive industry  In 2018 the automotive industry will...

Outlook for 2018 - 1

The Economic Intelligence Unit (EIU) of The Economist released its outlook for global economy and industries for 2018.   In general the economic outlook is cautious. EIU believes that "global economic conditions will not be bad—although not...

To Cut or To Raise

When the members of Monetary Policy Committee (MPC) of RBI meets today for the Fifth Bi-Monthly review of monetary policy for FY18, the question before it might be "to raise or not to raise" rather than "to cut or not to cut".   An...

In our view, most human being are naturally inclined towards positivity, progress, and prosperity. The cynics and skeptics are usually in abysmal minority. Celebrating rise in asset prices causing increase in wealth hence is a natural human...

The Jackson Hole Symposium is to focus on "fostering a dynamic global economy" which would seem to be an appropriate topic almost every year.      Two issues are frustrating central bankers.  Growth and inflation.   The...

The inability to let go of a company he founded and the resultant churlish accusations by founder Narayan Murthy culminated in the resignation of Vishal Sikka as chief executive office and managing director of Infosys Ltd.   Sikka cited the...

Small Strategy Detour

Mark Twain once famously said " There are lies, damned lies and statistics". Evan Fraser later clarified "The science of producing unreliable facts from reliable figures".   There are numerous data points being presented about the progress...

From time to time there is a synchronicity in related charts that makes intermarket analysis so effective. This is one of those times.   A look at USD/JPY, gold and 10-year Treasuries shows that the trio are all flirting with major...

Nifty: Top may get confirmed soon

Nifty moved on expected lines last week, recovering some of the lost ground. On weekly charts Nifty is placed critically on a H&S formation. A reversal from the current level, and a weekly close below 9570 (Bank Nifty 23562) anytime in next 4...

In search of new ideas-3

  As we mentioned yesterday, our buzzword for Indian businesses is "Re".   While we set out on journey to discover ideas that fit in our theme, we would like to leave the readers with the following...

FOMC Sticks to the script

The FOMC statement reads very much like the June statement.  There were some minor tweaks in the first paragraph that discusses the broad economic performance since the last FOMC statement.  There was little change in the assessment...

In search of new ideas-2

In the global context, the technology companies that deal in Artificial intelligence (AI), automation, robotics, digitalization, etc. all have been in focus in past one decade. Most of the popular stocks, and perhaps also the top performing since...

The Global growth story

In the pre-crisis era there was an economic orthodoxy that virtually every country followed. That order has broken down in the past decade and led to a series of economic experiments and now we're beginning to see the results.   The big...

In search of new ideas

  Artificial intelligence (AI), automation, robotics, digitalization, etc all are amongst the most popular buzzwords these days. In fact this jargon started gaining currency immediately after the global financial crisis started in 2008. To...

Progress in Petersburg

  Expectations going into the OPEC monitoring meeting in St. Petersburg were low.  The OPEC agreement to reduce output appeared to be fraying.  June output appeared to have increased in several...

Nifty: Living on the edge

Despite unusual movements in top heavyweights like ITC, Reliance Industries, Infosys and HDFC Bank, Nifty ended the week with marginal changes. Though the intra week range of Nifty (136pts) was much lower than previous week's range (267pts),...

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