The US Fed Meet clearly signaled its intent on interest rates. While making all the right noises, the Fed still stopped short of what we thought it would do. The markets have some relief to gain from this position. Raising rates or the imminent prospect of it will certainly be…
We have seen a slew of IPOs this year as the markets recover from the covid shock. An IPO or Initial Public Offering is the process through which a private company offers its shares to institutional and retail investors. For well-anticipated IPOs, there is a lot of noise around the…
Transcript of the podcast if you would like to read instead Harshil: On this episode I sit down with head of research at ithought and Co-Fund Manager of COIN, a large cap focused fund by ithoughtPMS. Balaji is an active speaker in public forums including the Tamilnadu Investors Association and…
The markets were rattled by notes from the recent Fed meeting. The prospect of an early end of stimulus and a probable rise in interest rates came out of these notes. This was not quite unexpected. But, the markets were fervently hoping that it would take much longer. Event risk…
Lakshmi Vilas Bank was founded in 1926. After 94 years of operation, it was placed under a moratorium in 2020 and was subsequently merged with the Indian subsidiary of DBS Bank. In this blog, we explore this journey. Origin Lakshmi Vilas Bank was incorporated in 1926 by a group of…
Fear of missing out (FOMO) drives greed in every investor. In turn, greed pushes you to replicate trending behaviour and go beyond your comfort zone. But not all FOMO is bad. The market tends to look at such fear with a negative lens. The focus for you as an investor…
Transcript for the podcast if you would like to read instead Harshil: On this episode I sit down with the Fund managers of VRDDHI, Rohit and Rajat. Rohit and Rajat have around a decade of investing experience having worked with companies such as McKinsey & Co, Elevation Capital (previously SAIF…
Here is the transcript if you would like to read it instead: Jaya: Welcome back to Kairos, a podcast on financial planning where we talk about doing the right thing at the right time. Hi Susithra. Susithra: Hi Jaya and hello to everyone who’s listening in. Independence Day is around…
We live in an era where women earn well and are independent. But still, a lot of women hesitate to take investment decisions, either because of a lack of experience or knowledge. Women generally do not actively participate in the investment decisions taken in a family. In how many of…
As we write, INDIA wins its first track and field Olympic gold medal. Gold has its own lure and the Indian psyche has a special place for it. This post is not about the medal but about the gold that it is associated with. As everything else gains value, gold…
The federal reserve released the conclusion of their July 2021 meeting on the 28th of July. In this month’s note, we will be exploring their decision and its implications. The federal reserve had its fifth FOMC meeting of the year to discuss monetary policy last week. The outcomes were neither…
Cyclical Assets Commodities are cyclical assets. Their performance is very closely linked to the health of the economy. They tend to do very well in economic expansions but tend to underperform during slowdowns and recessions. One should be very cautious about their position in these assets. Generally, the down cycle…
