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THE RESEARCH DESK
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Rupeeting
Feb 18, 20231 min read
Pause on Rate Hikes? Not so Soon! ⏯️
Higher and sticky core inflation goes against RBI’s projections and objective of ‘durable disinflation’. The 25 bps rate hike in February wa
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Rupeeting
Feb 11, 20232 min read
Will India Underperform in 2023? 📉
Since the start of 2023, Indian equity markets have seen a decline of 2% - a terribly weak performance, compared to the rest of the world.
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Rupeeting
Jan 30, 20232 min read
Race To Renewable Energy 🔋
In just 5 years, there has been a meteoric 167% capacity addition in renewable energy capacity. This has taken the share of renewable energy
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Rupeeting
Jan 29, 20232 min read
Time to Buy China Again? 🤔
While there’s no significant and concrete movement happening in India, China has been on a roll. It was up 4% last week, and wait for it,
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Rupeeting
Jan 24, 20232 min read
4 Reasons Why Steel Can Do Well in 2023 🔩
2022 was a good, but volatile year for commodities. Every other commodity saw a steep rise in prices in the first half, followed by a
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Rupeeting
Jan 24, 20232 min read
Big on Headlines, Small on Impact 🍌
Layoffs in the US and the Budget in India have been flooding headlines over the last week. While both can theoretically have a drastic impac
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