February 2019

As the general elections near, investors are concerned about how to move forward on account of existing volatility in the stock markets. In addition, the trade war and ongoing Indo-Pak border tensions are further fuelling the uncertainty. However, the investors must not worry much as equities have traditionally offered robust returns especially in the election […]

Contrary to consensus and previous MPC meets, a much more vocally engaging RBI prematurely reduced repo rate by 25 bps to 6.25% from 6.5% and softened the stance to Neutral from Calibrated Tightening. Some emphasis was made on the (worryingly) weakening macro which prompted the new Governor in his first innings to go all-out and

Brexit is a certainty – happening on 29 Mar 2019 – but ironically, the British MPs still can’t agree on how to go about this. As a result, the GBP weakened further in the month that went by as uncertainty on exit modalities mounted. What’s more, the IMF downgrading world growth by -0.2% points (now