The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a certain view of the macros just a month ago when oil hit $85 are now forced to hurriedly review their position. This must be quite harrowing as investment…
The new year began well for the stock market. Both, domestic and foreign investors were buyers of equity. Global sentiment is predicted to be positive in 2018. Clearly, sentiment is a strong driver. Liquidity is seconding sentiment. We see the inflows into Indian equity at an all-time high. The amount of…
As we bid adieu to a wonderful investing year and welcome a new one, it’s time to pause and ruminate a bit. It is that time when we set our expectations. We actually need to assess how expectations played out in 2017. Investment performance significantly outplayed our expectations in 2017.…
Interest Rates & Yields 2017 opened with expectations of continuing in the trajectory of falling interest rates. However, RBI took the markets by surprise by shifting the monetary policy stance from accommodative to neutral in early February. The reserve bank has reiterated and reinforced this stance ever since. The interest…