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      View | Will underperformance of Euro and Pound continue in 2022?

      Each coin has two sides and only time can tell which side will fall on top and which will remain hidden. In 2021, the market flipped a coin and the result was ‘heads’ in favour of the USD, and ‘tails’ in favour of the euro and the pound. Moving forward, the question remains will both

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      A new year 2022 and a new theme for the market. What it is?

      There has been specific theme in the market over last 4 years, under which the traders had carried their position. Those are mentioned in the below table. If we just look at the recent year theme then for the year 2020, the initial theme was ‘COVID Pandemic’. However, post that we had seen major ‘central

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      Risk-on, risk-off and carry trade- all suggests a bullish dollar index

      Over the last few years, there were particularly two setups for the US dollar which were explaining the momentum. One is the ‘Risk-on’, led by higher growth in the US, monetary policy tightening, and inflation above the central bank’s target levels. And another one is ‘Risk-off’ sentiment, in which the dollar strengthens due to a

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      Will RBI use ‘clutch’ and ‘accelerator’ in its upcoming monetary policy?

      Before discussing the outlook on the RBI’s monetary policy, let’s understand the simple example of driving a car. To ride a car, a driver has to focus on three things- ‘Brake’, ‘Clutch’ and ‘Accelerator’. With the perfect use of all this only, the driver can ride his car very smoothly. Just like that, any central

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      Is demand for inflation hedge commodity- gold returning?

      “Gold is forever. It is beautiful, useful, and never wears out. Small wonder that gold has been prized over all else, in all ages, as a store of value that will survive the travails of life and the ravages of time.” — James Blakeley Gold and other precious metals have long been a store of

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      Is US yield curve directing outlook on dollar index, euro and pound?

      There are basically two types of investment in the world. One is the Riskier investment- ‘Equities’ and the other one is Non-Riskier. Or we can say asset class which provides fixed income in the form of coupons. This includes- short-term ‘note’ or long-term ‘bond’. In the case of rising inflationary environment where central bank is

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      History in the making- Dollar index at 100!

      Greenback, or US dollar, was first created to finance the American civil war and were called as such because their backs were printed in green. In the modern world, where the US dollar trades as a safe-haven currency, there were days in the mid-1800s when Continental Congress did not have taxing authority and the “greenback”

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      Is trade deficit a burning problem for India?

      Generally, a trade deficit occurs when a nation imports more goods than it exports. In classic economic theory, countries with a trade deficit will see their currency weaken, whilst those with a trade surplus will see their currency strengthen. India has been recording sustained trade deficits since 1980 mainly due to the strong imports, particularly

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      Will Indian exporters continue to benefit from rupee’s lifetime low versus yuan?

      ‘Jo Sochte hai wo hota nahi aur jo hota hai uspar hum sochte nahi’. During a time of weakening fundamentals or crisis, obviously, that country’s currency weakens against dollar and during an optimistic local environment, that country’s currency appreciates against the dollar. But that doesn’t seem true in the current case of China and India.

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      Will rupee test 75.50 levels against dollar?

      The calendar year-2021 has been very interesting for the rupee. If we observe the monthly performance, ignoring the July month, the local currency remained on a ‘Positive’ and ‘Negative’ note on an alternate basis. It means that during Jan, Mar, May, and Aug month- Rupee appreciated. While during Feb, April, June, (exceptional July), and Sept

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