Us Bond Yield
Are rising US bond yields bad for Indian stocks?
For investors in India, with the US dollar strengthening and the rupee weakening, US assets become more lucrative
2 min read19 Jun 2018Falling US yields, soaring gold prices and emerging market equities
If investors are piling into US bonds and gold on account of rising geopolitical tensions and a flight to safety, that suggests EM equities too could come under pressure soon
1 min read18 Apr 2017What the US Fed rate hike means for Sensex, Rupee
The market is now convinced it has the best of both worlds: Strong US growth and slow US Fed interest rate hikes, which means a not-so-strong dollar
1 min read17 Mar 2017Why ‘Teflon-like' global markets are resisting the bears
US stocks have defied warnings of impending doom to reach record highs while corporate debt has also rallied
5 min read12 Jan 2017Will Donald Trump really be able to deliver a fiscal stimulus?
US bond yields have moved higher and the dollar has strengthened in the hope that Donald Trump will provide a fiscal stimulus to the US economy
1 min read9 Jan 2017The deleveraging risk in emerging markets
Corporate leverage has increased in recent years because of easy availability of money
4 min read6 Jan 2017How much has demonetisation affected the stock market?
The Sensex is a bit lower now since 8 November, but then there are many other factors besides demonetisation that have affected the markets
2 min read3 Jan 2017A dollar winter is coming
2017 promises to be a year of dollar strengthening, and US bond yields rising
4 min read15 Dec 2016Higher US bond yields, strong dollar and demonetisation sink Indian equities
We do not know whether Donald Trump will make America great again, but he is certainly making American equities great again
1 min read21 Nov 2016Why the Sensex is falling: rising US bond yields
The chart shows the remarkable inverse correlation between the US 10-year bond yield and the Sensex in the last one year
1 min read7 May 2015