El Niño – Myths and reality

General

With expectations of an El Niño this year, there is trepidation about the impact on the agri sector and food inflation. This fear is based on the experience of 2009, when we had the worst south-west monsoons since 1972...

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The days of topdown approach are over

General

Do you buy the argument that crude prices will sustain at lower levels? If that happens, will oil marketing companies outperform the stock market? The first question is difficult to answer we have to look at the cost of extraction...

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