• ThinkWink

    Fed’s Pause – A positive signal for India?

    December 18, 2023 - By 

    The US Central Bank kept rates unchanged for a third time in a row based on factors like a lower inflation rate, lower unemployment and expectations around an expanding GDP.  A strong consumer demand and improving supply conditions have led to an easing of the monetary policy. This is despite the fact that mortgage rates continue to remain amongst the highest ever in the US. The impact of FED’s decision to keep rates stable resulted in a wide spread implication across global markets. In the US, The Dow Jones Industrial Average closed at 37000. The S&P 500 touched the 4700…

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    Monthly Market Outlook – December 2023

    December 4, 2023 - By 

    From the Chang Mai Lantern Festival in Thailand, the Blackpool Christmas Lights in England and the Niagara Falls festival of lights, November is a month that marks festivities and celebration, largely connected to lights. In India too, Diwali is a festival of lights that is celebrated with a lot of fervor across the country. It’s a month that brings in the warm fuzzy feeling as we inch closer towards Christmas and the end of another stupendous year. This sentiment of positivity is reflected across global markets especially as there have been signs of economic activity expanding across the globe. Disinflation,…

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    Is FED’s Pause, India’s gain?

    November 21, 2023 - By 

    The Federal Reserve hit the pause button for a second time in a row, by keeping Interest rates unchanged. Jerome Powell however, didn’t rule out future rate hikes. Also consider this – the Fed has, over the past 16 months, raised rates by about 5%. An aggressive rate hike of this magnitude has not been witnessed since the 1900 and this has brought about a significant change in the US economy. The US Fed adjusts interest rates with two goals in mind – the first being inflation and the second being the rate of employment. Typically, we see the fed…

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    Monthly Market Outlook – November 2023

    November 3, 2023 - By 

    Dussehra, Navratri, Durga Puja, Diwali and Halloween – the month of October marks the beginning of festivities.  As the nation lights up in myriad colors to celebrate the various aspects of spirituality, the verve and the vibe also signifies the capability and the willingness of the retail consumer to be able to spend. An increased consumer spending and the magnitude of the festivities, signify many positive things. To start with, it highlights the increased purchasing power in the hands of the consumer. It is also reflective of the overall positive sentiment and the economic growth that the country has been…

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    The Name’s Bond !

    October 23, 2023 - By 

    The Indian bond markets have been witnessing a significant level of transformation over the years. The Central Bank’s measures to improve liquidity and promote foreign investments in the Indian Bond markets have led to the deepening of the capital markets and in no small measure. But in order to understand these events, let’s take a step backwards and look at the origin and growth of Bond Markets in India. The East India Company pioneered the concept of public debt, largely to finance its campaigns in South Africa. This eventually took the form of a more established means of creating sources…

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    Israel, Palestine and India:

    October 6, 2023 - By 

    ‘Al Nakba’ also meaning catastrophe in Arabic – is a term that’s used to describe the first war that occurred immediately after the formation of Israel. The war resulted in the mass displacement of hundreds of Palestinians and resulted in the formation of three parts namely: The state of Israel, West Bank and the Gaza Strip. Since then, we’ve witnessed multiple wars, cease fires and peace treaties in this region. October 7, 2023 marked a dark day in history – one that is likely to have far reaching repercussions – not only for the Arab countries, but for the world.…