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INR Monthly Commentary- March 2024
Yet another month in the doldrums for INR traders. The RBI has not allowed the currency to move out of a (broadly) 82.80-83.40 range for...
Tariq Carrimjee
Apr 1, 20244 min read


The surprises in economic data catching markets off-guard
In the last few weeks markets have been whipsawed by data that was not in accordance with the trend of the data preceding it, nor in line...
Tariq Carrimjee
Feb 25, 20244 min read


Monthly INR Commentary- February 2024
January went by pretty much as expected: hemmed in by the RBI on both sides. Seeing a trading top around 83.30 right at the start of the...
Tariq Carrimjee
Feb 11, 20244 min read


Geopolitical tensions matter
2024 is meant to be the year of the central bank pivot. Central banks seemed to have pencilled in rate cuts for the year- with only the...
Tariq Carrimjee
Jan 19, 20244 min read
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