India: Monetary Tightening Inevitable, Will Start to Hurt...
The third meeting of the Monetary Policy Committee (MPC) for FY19 starts on Monday with the rate decision on Wednesday (1st August). The backdrop...
345 Views
Indian Rupee's Depreciation Should Be Welcomed Rather than Resisted
The Indian rupee has fallen 8% YTD and if it remains here, 2018 will be the 4th worst year for the Indian rupee (vis-à-vis the US Dollar) in the...
429 Views
HDFC Bank – Newly Released Annual Report Holds Troves of Granular Data, Not All of Which Is Positive
Unique in HDFC Bank Limited (HDFCB IN)'s newly released annual report for fiscal year 2018, is its table on asset classification 'divergence.' It...
1.4k Views
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
322 Views
India – Higher USD Debt with Weakening FX Rate Is Not a Good Combination
The INR (USDINR CURNCY) reached a new low at INR69.1 to the USD. This is despite the Reserve Bank of India’s (RBI) rate rise several weeks ago. ...
369 Views