Monetary Policy Announcement and its broader implications

The Monetary Policy announced by the RBI on 08th February was largely along expected lines. One needs to understand the context in which the policy was announced. On the one hand, the Indian economy is just about emerging from the cash shortfall caused by the demonetization. On the other hand, inflation continues to stay under control and IIP and core sector are showing green-shoots of recovery. The global scenario is the bigger question mark. BREXIT is raising serious questions over the sustainability of the common currency model while the UK still does not have clarity on its trade strategy post BREXIT. Above all, the US is increasingly making protectionist noises even as Indian companies are already under pressure due to recent measures like H1-B visa restrictions, immigration checks and a likely border tax on outsourcing. It is in this highly charged atmosphere that the Monetary Policy was announced by the RBI… Continue reading “Monetary Policy Announcement and its broader implications”

The year 2017 will be a key year for the global economy

Key events that will shape global economy in year 2017

The year 2017 will be a key year for the global economy in more ways than one. There are few key events that could shape the structure of things to come in the next year. Here are a few of them… Continue reading “The year 2017 will be a key year for the global economy”

Key Global Risks anticipated for 2017

In fact, risks could come from a variety of sources…

In a recent report, global investment bank, Nomura, has identified some key global risks for the year 2017. Here is a summary of the key risks perceived for the calendar year 2017… Continue reading “Key Global Risks anticipated for 2017”

Why BREXIT may actually be good news for Indian markets…

For any market participant who had seen the Sensex carnage on the day of the BREXIT vote, it would be hard to believe that BREXIT could actually be beneficial for India. While short term negative repercussions cannot be ruled out as an outcome of BREXIT, India will stand to benefit in the longer term. Here are 5 reasons why India will benefit from BREXIT… Continue reading “Why BREXIT may actually be good news for Indian markets…”

BREXIT and India

The impact will be more about sentiments than fundamentals…

The RBI and the Finance minister have been categorical that the Indian economy is well prepared to handle the aftermath of the BREXIT vote. Over the longer term, the impact of BREXIT may not be too acute, but in the short term the sentimental impact will surely be strong; and that cannot be wished away. There are 3 such implications… Continue reading “BREXIT and India”