Test of Temperament
The panic around Russia’s war on Ukraine was swift and sharp. But, the panic also appears to be short-lived. The markets seemed […]
Are We Going To War?
The prospect of a war is new to millennial investors. The last century had multiple wars that shook stock markets. These wars […]
Budget FY 2022 – Highlights
FM Nirmala Sitharaman presented the much-awaited Budget, providing an impetus for growth. Budget 2022 reiterates the fact that the Indian economy is […]
The Reset Returns
US Monthly inflation at 7.5%; Crude at $95; Soaring food prices; Gold at $1860; and US 30YR yield at 2.2% – The […]
Budget Reset – February 2022
The budget clearly signalled an infrastructure thrust. The Government will lead from the front. What matters is that private investments should follow, […]
Fixed Income Outlook – February 2022
In this month’s Fixed Income note we will be taking a look at the outcomes of January’s Federal Reserve policy meet. Highlights […]
Bridging the Trust Deficit
It’s budget time again, and investors have the twin worry of domestic and global sentiment to factor in next week. The Government […]
Investing & Inflation
Investment styles and inflation are correlated. When inflation stays low for a long period of time, the themes that benefit from them […]
Investment Options When You Retire
The goal of retirement is to try to guarantee a target level of income ideally from retirement till death to ensure that […]
Silver as an Investment Option
In this blog, we will be talking about silver as an investment option. Uses of Silver First, let’s understand how and where […]
Inflation & Rates – What Will The Fed Do?
December’s US CPI came in at 7%. On a monthly basis, it has increased 0.5% and 7% was the annualized increase. This […]
Act Quickly
Results of the top IT companies are out and an expectation reset has happened. The market seems to be quite satisfied with […]