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Weak economic data from IIP growth to inflation and trade is hurting sentiments on the government’s fiscal deficit. The government is likely to borrow more than budgeted to mRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 123 billion in October 2019 and shares worth Rs. 144 billion in November 2019 (till 16th November 2019). The Nifty Index futureRead More
Internal Meeting Notes on 2nd Qtr FY 20 Results IT Sector: TCS reported a disappointing set of numbers, with revenue growth significantly below estimates. Major segments of BFSI, rRead More
The weakening economic outlook prompted Moody’s to lower India’s sovereign rating to negative from stable citing the impact on government finances. The government is unRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 123 billion in October 2019 and shares worth Rs. 64 billion in November 2019 (till 8th November 2019). Global Economy The US trRead More
The bailout package for the Real Estate Sector may not improve the conditions of the sector, as the issues are not just liquidity related. Real estate developers have over leverageRead More
The bond market is flushed with liquidity but is reluctant to take down bond yields sharply at the longer end of the yield curve. The market is worried about extra borrowing by theRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 123 billion in October 2019 and shares worth Rs. 20 billion in November 2019 (till 01st  November 2019). Global Economy The US Read More
Dear Advisory Client, At the outset, we wish all are clients and followers a Very Happy Diwali and a Great Year Ahead. Business and economic conditions have worsened over the last Read More
FIIs/FPIs have bought Indian equity shares worth Rs. 75 billion in September 2019 and shares worth Rs. 49 billion in October 2019 (till 18th October 2019). The Nifty Index futures Read More
The yield on the 10 year benchmark bond, the 6.45% 2029 bond, moved up by 1bps week on week to close at 6.52% levels on worries of extra borrowings by the government. The governmenRead More
The incoming economic data is showing weakness all round with slowdown in Industrial growth and manufacturing, negative export growth and falling bank credit growth. High-frequencyRead More
IIP data for August 2019 showed a negative growth of 1.1%, the lowest in 6.5 years while passenger vehicle sales fell 24% year on year in September. The government effected a corpoRead More
FIIs/FPIs have bought Indian equity shares worth Rs. 75 billion in September 2019 and sold shares worth Rs. 49 billion in October 2019 (till 12th October 2019). The Nifty Index futRead More
Government bond yields are expected to trend down from highs on the back of RBI rate cut and easing of higher than expected borrowing worries. The government is also expected to isRead More

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