The net FII selling for the year crossed ₹40,000 crores on Friday. The persistent selling by FII’s has not led to any significant correction in our markets. Evidently, the selling is getting absorbed and the markets are showing strength due to robust retail participation. When new investors enter markets in…
The Chinese and Hong Kong indices the CSI 300 and the Hang Seng have fallen 18% and 19% respectively since February 2021. The most recent is this week’s 7% and 9% slides respectively. This recent slide has largely been attributed due to the crackdown by the Chinese government on these…
Hype has its own trajectory. Once you create it, it takes over and finds its own direction. IPO listing trades are hype induced, auto-piloted, and auto-destructed. But, there still is something structural about such trades. Take the Zomato IPO trade for example. Our regulation mandates QIB & Anchor investors to…
This is in continuation of our previous blog. In this blog, we will be covering the following aspects: Health Insurance in UAE Pension scheme for Expatriates The Retire in Dubai Scheme Investment Options Health Insurance in UAE As healthcare coverage is mandatory in the UAE, one will need to know…
The United Arab Emirates (UAE) has emerged as one of the most popular jurisdictions worldwide for residency as there are no income taxes, property taxes, capital gains taxes on individuals and there is a relatively stable political system. This blog is dedicated to NRIs who are currently in the UAE.…
The market is in a mood to gamble. It wants more opportunities to play the IPO lottery. And, such exciting opportunities are aplenty. So when the investor is game and the investment bankers are ready to game, the game will go on. “What can change this mood?”, asked a concerned…
Here is the transcript if you would like to read instead: Harshil: As the ultimate store of value gold has performed well during the past 15 months, hitting a new high of nearly 2000$/oz. On this episode I sit down with the founder and ideator of ithought, Shyam Sekhar. Shyam…
Backdrop In 2013, India experienced dangerously high levels of inflation that drove the central bank to action. CPI inflation which measures the price that the consumer pays for a basket of goods, shot up to a dangerous 10.9% in 2013. CPI stands for Consumer Price Index. Since it measures the…
In the listed space, we have a very particular definition of a ‘quality’ company. We look for steady revenue, predictable profits, stable cash flows, and low leverage. Every investor is very comfortable with investing in these companies. In private equity, investors look for high growth and large market share, with…
In this month’s fixed income note, we are going to be looking at one of the most significant events that happened in recent times. The ‘Taper Tantrum’ as it is popularly referred to is what happened when the federal reserve ‘tapered’ or slowed down in their quantitative easing. Let us…
Here is the Transcript if you would like to read instead: Jaya: Hello All! Welcome back to Kairos, a financial planning podcast where we talk about doing the right thing at the right time. Jayalakshmi And we have Namratha joining in today’s episode. Namratha: Hello Jaya & everyone who’s listening…
The journey from contrarian to consensus seems to be getting accelerated in a market running dry on investment opportunities. Just a media event, a brokerage report or investment webinar are sufficient to grab heightened investor attention. The viral spread of investment ideas in social media is at an all-time high.…