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Markets Are Losing Steam but Other Assets Are Volatile

Markets Are Losing Steam but Other Assets Are Volatile

The big GST price cut announcements have come and it would appear that the auto sector could be the proportionately largest beneficiary

Stocks Jump On GST Rate Cuts

Stocks Jump On GST Rate Cuts

India's auto stocks jumped as much as 3.7% to the highest level in nearly 11 months on Thursday

Global Bond Markets Are Wobbling Again

Global Bond Markets Are Wobbling Again

The markets have now already created a bottom of sorts thanks to the expected cuts in goods and services tax rate

Markets Take A Pause As They Digest Tariffs

Markets Take A Pause As They Digest Tariffs

The fate of the markets or at least key consumer facing stocks for the next few days will depend on the outcome of the GST Council Meeting

Markets Start September On A Strong Note

Markets Start September On A Strong Note

The latest GDP numbers were good, even if statistically not fully there

Re-Globalisation Without America: Richard Baldwin

Re-Globalisation Without America: Richard Baldwin

Insights on the global trading order, the resilience strategies businesses will need, and the geopolitical realignments shaping the future of trade.

The Markets Can Get It Wrong

The Markets Can Get It Wrong

Until now, the markets were betting implicitly on a deal happening between the United States and India

Is India the Only Major Market Now Running on Fundamentals?

Is India the Only Major Market Now Running on Fundamentals?

The markets are doing fine but the economy is bracing for the 25% additional tariff from the US

Markets Hold Up Last Week

Markets Hold Up Last Week

Federal Reserve chair Jerome Powell has delivered what the markets were hoping for

The Markets Rise For The 6th Straight Day

The Markets Rise For The 6th Straight Day

The decibel levels around a possible tech bubble on Wall Street are rising again

Markets Rise for the 5th Day on Easing Tariff Fears

Markets Rise for the 5th Day on Easing Tariff Fears

Lower GST rates will help consumer product companies for sure and those stocks will benefit as will car companies if taxes on cars come down

The Markets Ride On Macro Bliss

The Markets Ride On Macro Bliss

In the markets, equity benchmark indices ended higher for the fourth straight trading session

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