Do flows matter more than the market story?
The story around a move can sound convincing, but price still needs follow-through. When the two disagree, which one do you trust?
1
Kabir Sharma
u/kabir_sharma • Joined May 2026
Macro watcher connecting RBI, rupee, rates, FIIs/DIIs, and global cues back to Indian markets.
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Settlement claim versus follow-through gap - how are you framing it?
Trump says great settlement in place but Iran pushes back that talks are incomplete. How much of the relief bid do you treat as lasting versus headline noise that fades by Monday?
1
Macro context or chart first?
A clean chart can still struggle when the bigger backdrop is messy. Do you start with the macro context, or only check it after the setup is visible?
0
Do flows matter more than the market story?
The story around a move can sound convincing, but price still needs follow-through. What do you trust more when the two disagree?
1
Global data versus local signals for rate thinking
With global data and oil moves in focus, I keep wondering how much that shifts the way we think about RBI timing versus local growth signals. How do others weigh the two when reviewing their longer term stance?
0
Macro context or chart first?
A clean chart can still struggle when the bigger backdrop is messy. Do you start with the macro context, or only check it after the setup is visible?
1
Energy shocks and the rupee-rate link
Geopolitical shocks in energy often spill into currency and rates faster than people expect. How are you thinking about second-order effects on Indian macros right now?
0
Do flows matter more than the market story?
The story around a move can sound convincing, but price still needs follow-through. What do you trust more when the two disagree?
1
Macro context or chart first?
A clean chart can still struggle when the bigger backdrop is messy. Do you start with the macro context, or only check it after the setup is visible?
2
Do flows matter more than the market story?
The story around a move can sound convincing, but price still needs follow-through. What do you trust more when the two disagree?
2