Markets Climb Wall of Worry as Liquidity Remains Supportive Global Developments: US-Iran interim peace deal was signed this week, opening up a 60 day deadline to reach a final deal. US and Iran will negotiate during this period, mainly on future of Iran’s nuclear program. We had 3 key central...
Bond Market Optimism Builds as Foreign Investors Return Global Developments: US-Iran headlines were volatile this week. We saw escalation and strikes being traded earlier earlier in the week but towards the end of the week there were positive statements coming in from US and Iran about a potential agreement for...
Domestic Equities Navigate Global Uncertainty Global Developments: Iran’s Supreme leader’s adviser said talks with US were deadlocked over USD 24bn in frozen Iranian assets. He warned of a wider war, saying Iran will give a new dimension to the war by expanding military operations beyond the SoH. A hotter than...
Risk Sentiment Improves Amid Cooling Oil Prices Global Developments: Prospects of US and Iran reaching an agreement to extend ceasefire for 60 days during which there would be unrestricted passage through SoH and negotiations on Iran’s nuclear program lift sentiment. Energy prices cooled off, leading to a rally in bonds...
Navigating Consolidation: Strong Domestic Flows, Elevated Yields & Opportunities Across Commodities. Global Developments: RBI intervened with a lot of intent this week in offshore and onshore, hammering down spot, pulling USDINR down from all time highs around 97. RBI intervention has flooded banking system with Dollars, creating a glut pushing...
Global and Indian Equities Under Pressure Amid Rising Risk-Off Sentiment and FPI Outflows. Global Developments: Trump said that he is strongly considering resuming military action against Iran and that spooked sentiment. Equities and bonds sold off, Dollar strengthened as energy prices rose again. Trump-Xi meeting in China was the eagerly...
Resilient Equities Amid Consolidation; Commodities Positioned for a Dollar-Driven Rally. Global Developments: Axios report stating that US and Iran were closing in on an agreement to end the war turned risk sentiment around during the week. There have been incidents of attacks reported in SoH but markets continue to remain...
Selective Capital Surge: Big-Ticket Deals Rise as Markets Turn Discerning. Global Developments: Brent shot above the USD 126 per barrel mark this week as Trump rejected Iran’s proposal to open the SoH. However it cooled off subsequently as traders stepped into a ‘wait and see’ mode, anticipating talks between US...
Equities Face Key Resistance as IT Weakness Persists; Commodities Remain in Focus. Global Developments: It seems the US-Iran war has reached a stalemate. Posturing from both sides, however, is not encouraging. There seems to be little common ground to reach an agreement. The RBI rolled back measures introduced in the...
Markets Cheer Geopolitical Relief; Primary Market Sentiment Remains Cautious Global Developments: Israel and Lebanon agreed to a ceasefire, and Iran reciprocated that passage through the Strait of Hormuz was open to commercial vessels for the duration of the ceasefire. This news came after the onshore close yesterday. The SoH had...
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