Market and Economy insights
Equity Market Review - Geopolitical conflict drives a sharp cut
Indian equity indices saw a massive cut in March’26 with sharp spike in crude price due to the middle east conflict. This led to heavy FII selling in Indian equities in March.
Debt Market Review - Spillover effects
The Operation Epic Fury and Roaring Lion – a joint attack by the US and Israel on Iran on 28-Feb has not only altered the dynamics of the Middle East but also sent shockwaves across the world as the source and supply of energy came to a near standstill.
RBI Policy Review: A Neutral Hold: MPC’s calm amid chaos
The MacroSphere - Stem the fall, but how? – The Past Playbook & The Way Ahead
History might not repeat itself, but it often rhymes. In this note, we review the past episodes of steep pressure on the currency and the policy response therein to arrest the fall in the currency. The focus is on three key episodes over the last ~15 years and the possible policy options.
Market Insights: Compelling valuations emerge after recent market corrections
Recent market movements have led to a meaningful correction across market segments. When we look at the data over the last three calendar years, the adjustment is evident not just in prices but also through a phase of market consolidation.
Global Market Tracker - April 2, 2026
The war in West Asia sent global markets into a rout, major markets seeing sharp sell-off. As per a Bloomberg article, the aggregate global market valuation has slumped almost USD14 trillion this month.
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