Market Insights for November 2024
Our latest Market Insights report has a quick rundown of the latest macro and market trends:
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October Market Pulse
In this edition of Market Pulse, we examine the recent market sell-off, placing it in context by drawing comparisons to similar episodes in the past.
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FOW Trading India
Our Managing Partner, Saurabh Saraswat, participated in a panel discussion on "Decoding India's New Regulatory Horizon"
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Market Pulse for September 2024
In this mid-month edition of Market Pulse, we explore the impact of rising female participation on two-wheeler sales
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Market Insights for September 2024
Our September 2024 Market Insights provides a detailed analysis of current macroeconomic conditions, market shifts, and key policy decisions.
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August - Mid Month Update
A brief mid-month update on the Pulse of the Economy indicates a decline in auto sales, ongoing concerns from the RBI about inflationary pressures
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Market Insights for the month of August 2024
BOJ hiked policy rate to 0.25%, highest in 15 years and introduced a quantitative tightening plan.
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Mid Month Update - August 2024
Our latest Market Pulse provides an insightful overview of recent economic trends and data.
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The yen carry trade un-winding
The yen carry trade unwinding is pushing up volatility in the global markets.
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The Impact of Union budget on various sectors
Our latest Market Pulse highlights the impact Union Budget might have on various sectors. It has emphasis on infrastructure with increased capital expenditure, employment and skilling.
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Market insights for the month of July 2024
India's political landscape saw the NDA coalition, led by BJP, win the national elections. The Nifty 50 index soared by 1000 points, with small and mid-cap stocks outperforming.
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Market insights from the month of June 2024
U.S. consumer prices rose less than anticipated, with core CPI showing a slowdown, and retail sales remaining flat.
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As Modi 3.0 cabinet takes oath, it marks the end of election season
As Modi 3.0 cabinet takes oath, it marks the end of election season. The distribution of ministerial positions among the parties once again reflects a strong BJP-led cabinet, contrary to some earlier concerns.
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The easing of India's Consumer Price Index (CPI) to 5.10% in January
The easing of India's Consumer Price Index (CPI) to 5.10% in January from 5.69% in December, along with the decrease in Core CPI from 3.8% to 3.5%
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India maintains strong economic performance internally and externally
Fiscal deficit remains manageable, with receipts outpacing expenditures. On track to meet the fiscal deficit target of 5.9% of GDP for FY24E
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Market Insights - April 2024
In the latest market update, Nifty50 index rose by 1.57%, while Mid and Small Caps underwent sharp corrections mid-month.
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US GDP report indicated a growth rate of 1.6%
US GDP report indicated a growth rate of 1.6%, which fell short of economists' expectations of 2.4%
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Nvidia overtakes Apple
While we have been focused on the Indian elections over the past one week, Nvidia stock prise rose and its market cap crossed $3 trillion, overtaking that of Apple.
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In April, U.S. consumer prices rose less than anticipated
In April, U.S. consumer prices rose less than anticipated, with core CPI showing a slowdown, and retail sales remaining flat.
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The Federal Reserve kept interest rates unchanged
Concerns were raised about recent disappointing inflation data and a potential slowdown in economic balance progress.
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