Fixed Income Outlook: A Tale of Two Yields – June 2024
In this month’s fixed income outlook, we’re going to explore a tale of two yields. Within the same global macro environment, Indian […]
The Battle Is Won Before It’s Begun
What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]
India Growth Story and Elections
India is the World’s largest democracy, and the Union election of India is a massive exercise of franchise, there is no doubt […]
Lou Simpson’s Investment Wisdom: Insights from a Legendary Investor
Lou Simpson, the former Chief Investment Officer for GEICO—a subsidiary of Berkshire Hathaway—has earned a reputation as one of the investment greats. […]
Follow The Money
What is the smart money doing? FIIs have sold close to 35,000 Crores this month. Are they worried about election outcomes? The […]
Aiming Past The Moving Parts
The markets have been in the election mood for a while. No matter where you go, the conversation always turns to who […]
Playing the Volatility Game
It’s been a volatile week in the markets. The India VIX shot up to a level of 18 this week from the […]
Fixed Income Outlook – May 2024
Welcome to this month’s fixed income outlook. We’re breaking down the Fed’s policy, where inflation is heading, and how investors should position […]
Business As Usual
The US jobs data gave the US market a much-needed reprieve. The markets showed their relief swiftly. But the problems aren’t going […]
The ABCs of ESOP and RSU Taxation
When companies aim to reward, retain, or motivate their workforce, stock-based compensation plans such as Employee Stock Option Plans (ESOPs) and Restricted […]
Investment in Small cap And Mid cap
Investing in small and midcap seems to be very easy like one does in large cap, but the practical is different from […]
Commodities on Fire
The rising commodity prices have taken the markets by surprise. Cocoa, coffee, crude, and a host of other commodities have risen sharply […]