Markets are likely to go down, correct and stay subdued.
A stable dollar will at minimum reduce incremental cross-currency pain for Indian cos.
Finance minister Arun Jaitley has delivered a Arun Jaitley delivered a bold, far sighted budget
Most expect the Budget to be path-breaking.
Its time the RBI, govt pushes reforms to boost global investment
Some type of global shock adds to the allure of the dollar.
We still have time for this government to take action.
Faster normalisation of central-bank balance sheets will drive yields higher.
This was India's time; with a strong central bank governor and a new decisive government, anything was possible.
Many macroeconomic forecasters have built predictive models on inflation, all of which highlight intense downward pressure on prices.
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