When gloomy skies mean good times ahead…
This year, two oceanic parameters – El Niño–Southern Oscillation (ENSO) and Indian Ocean Dipole (IOD) – seem all set to favourably influence the Indian monsoon 2021.
Read moreCategory Archives: Economy
Can the Rupee continue its upward march in FY2021-22?
But beyond the devaluing dollar, there were other factors which played Tug-of-War on the Rupee during the year and finally the bulls won.
Read moreIn Conversation with Ritesh Jain
Negative real rates always lead to money moving into real assets, including precious metals and real estate. There can’t be a better environment than today to be a leveraged borrower to invest in real estate opines Ritesh Jain.
Read moreStock market tour: from trouble zone to bubble zone
The ongoing stock market rally is liquidity driven and may not last very long—have you heard this run-of-the-mill view lately? It’s imperative to see the quantum of money supply in the global financial system before jumping to any conclusion. Let’s not forget cash is the most liquid asset.
Read moreTailwinds for Agri commodity prices in the time of Covid-19
Going forward, lower interest rates and global stimulus package will drive agri-commodity prices north wards.
Read moreWill the Rain Gods smile on India during its battle with Covid19?
ENSO-neutral conditions are prevailing over the equatorial Pacific and neutral IOD conditions are prevailing over the Indian Ocean. If these patterns do not change, we expect Indian monsoon 2020 to be ‘Normal’ (Rainfall 95% to 99%).
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