Here is the transcript if you would like to read instead: Jaya: Welcome back to Kairos, a podcast on financial planning where we talk about doing the right thing at the right time. We have Susithra joining us in today’s conversation. Hi Susithra! In our September podcast we discussed the…
Here is the transcript if you would like to read instead: Introduction You’re listening to Redux. Redux is a biweekly podcast show by ACE, where we talk about how history has played a huge part in our current investing world. On it, you will be able to gain an understanding…
Betting on the markets is betting on growth. That extra 1% GDP growth can translate into significantly higher corporate profit growth. The last 3 years have been lacklustre in terms of economic progress. If you notice even today our economy has not reached the pre-COVID level of growth. Growth is…
Evergrande Evergrande’s default has been the talk of the town for the past few days. The situation has sparked fears of a major crisis which is feared to be as intense as the 2008 US housing crisis and the 2018 IL&FS crisis (for Indian context). In this blog, we explore…
When a crisis arrives, there are two ways to respond to it. One is to solve it, and the other is to postpone action. The Evergrande crisis seems to be heading in the latter direction. The same approach is being taken by various Central Bankers in their response to inflation.…
Infrastructure Leasing and Financial Services or IL&FS serves as a holding company and is at the core of several infrastructure and finance themed subsidiaries. It was founded in 1987 and was funded with equity from the Unit Trust of India, Central Bank of India and HDFC. Over the years, several…
Volatility erupting is not so predictable. It could start out of a housing crisis in China, a crash in iron ore prices, a shortage of semiconductors or even a hike in container freight rates. Any news that threatens the prospects of performing sectors can alter market perception suddenly and swiftly.…
DINK is an acronym for “Dual income and No Kids “couple or family. As more and more millennials and gen-xers grow up, they are deciding to wait on having kids or not have any kids at all. This is in stark contrast to Prior Generations where people would have kids in…
Here is the transcript if you would like to read instead: Jaya: Welcome back to Kairos, a podcast on financial planning where we talk about doing the right thing at the right time. We have Susithra joining us in today’s conversation. Hi Susithra! Our previous episode on women and financial…
Mr Market is telling us that there are no other investment alternatives. Other investment classes are simply not seen as attractive. Today, risk-taking is seen as a compulsion. This is driving investor anxiety up at a higher pace never seen before. Broad-based retail participation in Indian equities is at an…
Another buoyant week and the Nifty Index has touched a new all-time high. Interestingly the trigger for such enthusiasm seems more mood-related than related to actual corporate results. What Corporate India’s big honchos say is immediately loved by the market participants. Evidence would be the 1-1-1 promise by Mukesh Ambani…
When we talk about the cyclicality of different assets, the first thing that comes to mind is equity. Everyone knows that metals, automobiles, and financials may have up-cycles and down-cycles, but what if I told you there is a cyclical aspect to fixed income? In this blog, we explore the…
