No regulation of the derivatives market could work without a strong mandatory clearing mechanism that provides raw data on exposure and use to regulators in policing the markets for misuse and containing associated credit, market and other risks, says Sonali Ranade
Hindutva is being conflated with good governance and economic performance in a determined bid to promote Narendra Modi, says Sonali Ranade
Investors in India have a great buying opportunity in cyclical stocks that have completed their long corrections from the peak of 2007, says Sonali Ranade
The only matter for speculation is if the markets will make a new high before turning down or simply slip unceremoniously anytime now, says Sonali Ranade
Chief Minister Narendra Modi needs to win over either the RSS or his rivals in Delhi to emerge as the undisputed leader within the Sangh Parivar. Without one or the other, he cannot win. This triangular contest is what constrains Modi's emergence as a national leader in his own right, feels Sonali Ranade.
Why has the drumstick tree not found favour with officialdom given the ease of cultivation, its excellent nutritional value, shelf-life of its leaves as food, and its use as vegetable, asks Sonali Ranade
The crack in the equity markets is serious and portends a deeper correction ahead. The markets will almost certainly attempt to complete the interrupted up move next week, says Sonali Ranade
Long-term trends indicate that the extremely high world agricultural prices are not an aberration but will soon become the new normal, which has humongous policy implications for India's economy, says Sonali Ranade
The rally from supports averted an immediate meltdown but the correction is far from over, says Sonali Ranade.
The right to enjoy the fruits of what one creates is at the heart of an individual's motivation to excel. When we defeat nature's way of motivating people, we defeat ourselves as a society, says Sonali Ranade
The fact is that by conflating Modi with Gujarat the larger lesson in development -- economic reforms -- is being sidelined and lost, say Sonali Ranade and Shaelja Sharma
Given our long and disastrous history of regional satrapies, to allow central institutions to weaken further would be playing with fire, says Sonali Ranade
The next correction is less about cash flows to corporates and more about relative risk asset valuations as currencies settle down to a new trading regime, says Sonali Ranade
Enjoy the ride but avoid getting greedy. Disciplined profit-taking is a must to survive in the treacherous markets ahead, says Sonali Ranade
Gujarat's success story deserves all the credit that good performance demands. However, the credit for it owes to economic reforms and the entrepreneurial tradition of Gujarat, say Sonali Ranade and Shaelja Sharma
Short-term wave counts show that there could be minor pullbacks next week, which will be small counter-trend rallies to correct for over-sold conditions. says Sonali Ranade
The question now is the extent and duration of the correction, says Sonali Ranade
The empathy that the vocal, opinion-making class now feels for the 23-year-old student in Delhi, bravely fighting for her life, has kindled something. But is it enough, asks Sonali Ranade.
Respect the yellow metal's breakout but treat it with more than ordinary caution, says Sonali Ranade
Lalu Yadav's s successors have discarded his shrewd pricing strategy and Indian Railways has tamely slipped back into its old shabby ways, says Sonali Ranade
We are very close to the peak and may well be in for another leg to the correction that commenced in May 2011, says Sonali Ranade
A resurgent US dollar is the key feature of the current scenario and its value continues to drive other markets, from euro, yen to the INR. Most currencies continue to seek lower valuations against the greenback. This trend is likely to continue until the dollar peaks out by yearend at around 89 as opposed to 84.5 right now, says Sonali Ranade
If the dollar continues to rally as expected, commodities will continue to tank after a short counter-trend rally.The same holds true for precious metals, says Sonali Ranade
While one must recognise that we are towards the end of a long bearish trend, there is little evidence of the capitulation that is necessary for a confirmation to the end, says Sonali Ranade
The fall in equity values following the spike in interest rates was sharp but very shallow; stopping just at the 50 DMA for most markets even after the first 5-wave leg down was complete. That shows markets could have another leg up that could make new highs, says Sonali Ranade
If the corrections underway across most markets hold first support, the probability of another leg to the rally until mid-August is fairly certain, says Sonali Ranade
The critical points will unfold over the next two to four weeks, says Sonali Ranade
There is no ignoring the fact that world equity markets at this point are in unsustainable parabolic trajectories. The question is when, not if, a deep and sharp correction arrives. Investors need to be prepared for a quick exit if they are riding the rallies at this late stage, says Sonali Ranade
Nifty could consolidate below 6100 for a week or so. Those who missed the bus at 5400 could consider buying their blue chips in the consolidation that ensues, says Sonali Ranade
Trust is no more, and no less, than the faith that rule of law works equally for everybody and that the State exists to enforce such laws without fear or favour. It is trust in old-fashioned government. Trust is rule of law, says Sonali Ranade
If mangoes become dearer or appreciate in price, we don't ask if the INR has appreciated or depreciated. We talk in terms of the value of mangoes, not INR. Likewise, in the forex market, we should now talk in terms of the value of dollars and not the INR, says Sonali Ranade
If mangoes become dearer or appreciate in price, we don't ask if the INR has appreciated or depreciated. We talk in terms of the value of mangoes, not INR. Likewise, in the forex market, we should now talk in terms of the value of dollars and not the INR, says Sonali Ranade
Most commodities are on the verge of tipping over into deep long-term bear markets not seen for decades, says Sonali Ranade
We are in a general commodity correction wherein we must expect all commodities to bottom more or less simultaneously since money is fungible and you have no means of knowing which bull is trapped where, says Sonali Ranade
The key to fighting Maoists lies in isolating them in urban areas and containing them in forested areas, says Sonali Ranade
Unless the markets confirm a downtrend, don't short the markets. Investors should wait till a direction to US markets becomes clear, says Sonali Ranade
As politicians dismantle the levers of power, whether it is subsidies, allotment of land or spectrum, etc, they fear the prospect of losing the power of patronage much more than the power to extract rents therefrom, says Sonali Ranade
One cannot avoid the sense that the mother of all corrections is due any time now, says Sonali Ranade
Setting bear traps is the common tactic to extend rallies at tops because bulls don't have to use their own cash to fuel such rallies, says Sonali Ranade
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