The Consequences of Global Low Interest Rates

Saturday, July 29th, 2017

The BIS’s  87th Annual Report is out and as always is full of interesting information on the Global economy. We came across a few great charts that show how the global low interest rate regime post the financial crises has had knock on effects on markets.


Outlook for Dollar-Rupee

Saturday, December 17th, 2016

Back in late 2014, I wrote an article for Firstpost in which I outlined how I thought the Rupee would move to 65 against the dollar and could go to 70 as well. With the FED increasing rates for the second time and with rupee almost touching 69 in November, I thought it would be a good time to […]


Will the FED raise rates in a negative yield world?

Saturday, August 27th, 2016

At the Jackson Hole economic symposium, Janet Yellen said: “the case for an increase in the federal funds rate has strengthened in recent months”. This was based on improvement in the labour market and on the economic outlook for the domestic economy. But the US economy cannot be looked at in isolation and it may be harder for the […]


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