Kshitij Consultancy Services
Kshitij Consultancy Services
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Morning Briefing GMT 1:30 IST 07:00 CN PMI

CNY PMI

China Manufacturing PMI Index
  Expectation  
Date For Market Kshitij Prev Release Rev
04-Mar-26 Feb-26 50.1 51.4 50.3 52.1 -
01-Apr-26 Mar-26 51.8 51.3 52.1 50.8 -
30-Apr-26 Apr-26 51.0 51.3 50.8 52.2 -
01-Jun-26 May-26 - 51.6 52.2 - -
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April '26 Dollar Rupee Quarterly Forecast
WHAT'S NEW?
Apr '26 Quarterly Forecast
Our April '26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
April'26 EURUSD Report
WHAT'S NEW?
Apr'26 EURUSD Report
The major rally in crude prices over the last 1-month and continued elevated prices through the year could lay major impact on the currencies. With the Dollar Index and Crude prices being elevated there could be little room for Euro on the upside. However, it would be interesting to see if any resolution is arrived at between US and Iran this year itself which could lead to some stability in prices.
January'26 USDJPY Report
WHAT'S NEW?
Jan'26 USDJPY Report
In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to ... Read More
April'26 GOI Report
WHAT'S NEW?
Apr'26 GOI Report
In our 09-Mar-26 report (10Yr GOI 6.69%) we had warned that the sharp rise in crude due to the US-Iran conflict could push Brent toward $134, which would lift CPI toward ~6.2%, eliminating any chance of RBI easing, and potentially force tightening. This inflation shock, along with higher US yields, was expected to push the 10Yr GOI up to ... Read More
April'26 Crude Oil Report
WHAT'S NEW?
Apr'26 Crude Oil Report
The escalation of war between US and Iran throughout March-26 has led to a rally in Brent prices to as high as $119.50, exceeding our bullish targets by a large margin, much ahead of expected time. Will it remain bullish for the coming years? ... Read More
May '26 US Treasury Report
WHAT'S NEW?
May '26 US Treasury Report
In our last report (28-Mar-26, UST10Yr 4.43%), we had assumed little chances of the USA being able to easily extricate itself from the US-Israel-Iran war, and we said that as long Brent remains above $80, we can look for a sharper rise in the US10Yr towards .... Read More
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