Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR
Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...
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India: Growth Outlook Remains Tilted to the Downside
Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...
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Export-Led Recovery to Spur Industry's Many Pockets of Strength
Here at last comes Make in India, and the world's fastest-growing major economy is set for a cyclical acceleration in September 2016-March 2017....
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Global Economic Woes Mask India's Policy Confusion
Recent monetary policy and fiscal policy announcements have not been encouraging, but in fact confusing. RBI, as we shall see below, now has two...
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