The best part of the collapse in the price of gold [bullish for India on its own merits] was in what it says for commodities in general but for crude in particula, says Sonali Ranade
The midcap space in the US is red hot. The Russel 200 Index that represents 2000 names in the US midcap space closed the week at 905.24. Recall, the same index topped at 856 in the bull market that ended in 2007. So in fact the midcap index has already made a new high some 5.7 pc over the 2007 peak, says Sonali Ranade
We have not yet internalised the need for reliability in our schema to emerge as an industrial society, says Sonali Ranade
The depreciating Indian rupee creates new opportunities.
We are still in love with the idea of a strong rupee, not realising how much it hurts our poor people and the farmers, says Sonali Ranade
On the face of it, it is not advisable chase this rally, says Sonali Ranade
Musings on the world market trends.
Once the US dollar launches into its final bull leg from the 79 region towards 84, the appreciating currency should put a lot of pressure on commodities that will perhaps trigger the capitulation that the market needs in commodities liker gold, silver and WTI crude, says Sonali Ranade.
Where do the commodities market go in the new year? Sonali Ranade offers an insight.
It is too early to say if we have seen the "final" bottom to these stocks in August 2013 or if another attempt to test them will be made before or just after elections, says Sonali Ranade.
In India, however, the Nifty continues to climb a wall of worry as general elections loom, fiscal deficit surges and the current account deficit is barely under control following subdued gold and crude prices, says Sonali Ranade.
The dollar's preliminary moves after the low 80.90 are supportive of a like dollar rally back to 85.50. We should see confirmation of that in the early part of next week, says Sonali Ranade
Waiting for capitulation in commodity markets is the better route to profits, says Sonali Ranade.
A lot will depend on how the equity markets in the US play out in April-May this year. A correction there, long overdue, could change all the variables in the current equations, says Sonali Ranade
Hoard cash. There will be plenty of time and opportunity at far lower levels, warns Sonali Ranade in her weekly Market Notes
The dollar is king in an intermediate correction, says Sonali Ranade
'No, the liberals haven't lost because there weren't any liberals in the fray to begin with.' 'What has happened is that left-wing orthodoxy has lost to right-wing orthodoxy.' 'That is at best a Pyrrhic victory for India,' argue Sonali Ranade and Sheilja Sharma.
It was the RBI which destroyed our $-job economy. It is for the RBI to resurrect it by instituting news ways of managing the INR, says Sonali Ranade
Don't catch falling knives or chase bear rallies no matter how enticing those eight pc green blips look. They may be mouse traps, warns Sonali Ranade
'Wisdom demands Modi moves to restore the critical institutions of the State and dial back on the cult building around his persona,' say Sonali Ranade and Shealja Sharma.
Time to take profits and move to the sidelines in an euphoria, says Sonali Ranade
Keep exit plans handy, D-day could be the second week of August, writes Sonali Ranade in Market Notes.
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