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Jamal MecklaiThe Financial Express |
This article was first published on The India Cable – a premium newsletter from The Wire & Galileo Ideas – and has been republished here. To...
With near zero clarity of what Donald Trump will do on any day if he is re-elected, investors will prefer to hold cash or equivalents. Gold can thus...
While this is all to the good, certainly for India, we also know that there are no certainties in markets.
The rupee has turned “fundamentally” weak, certainly weaker than over the last year or so when the RBI had little difficulty protecting the 83...
The ongoing development of AI could be best described as akin to the uncontrolled staggering forward movement of a one-year old child.
Since the start of this year, the rupee has been amazingly calm—indeed, USD-INR volatility is at the lowest level we have seen in nearly 20 years.
In other words, positive real interest rates—when the Fed funds rate is higher than the CPI—are the norm, and the last 15 years or so, when real...