Market expectations

4 articles

Elections8 min read

Why the Nifty fell 5.93% on 4 June 2024 as Lok Sabha results came in, why a result can surprise markets, and how prices recovered by 7 June.

Published 23 September 2026

Yen8 min read

How cheap borrowing in Japan made the August 2024 market selloff worse: yen repayment costs, forced selling and the connection to Indian markets.

Published 15 September 2026

Trade7 min read

Learn who pays a tariff, how its cost reaches Indian exporters, and why markets reacted when the US announced and paused higher duties in April 2025.

Published 22 August 2026

Oil6 min read

Why oil rose during the June 2025 Iran-Israel conflict, how a risk premium works, and how higher dollar prices can reach India’s import bill.

Published 14 August 2026