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
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
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
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
The latest GDP numbers were good, even if statistically not fully there
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
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?
The markets are doing fine but the economy is bracing for the 25% additional tariff from the US
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 decibel levels around a possible tech bubble on Wall Street are rising again
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
In the markets, equity benchmark indices ended higher for the fourth straight trading session













