Efficiency Triumphs Growth
Betting on the markets is betting on growth. That extra 1% GDP growth can translate into significantly higher corporate profit growth. The […]
Evergrande – What’s Happening in Chinese Real Estate?
Evergrande Evergrande’s default has been the talk of the town for the past few days. The situation has sparked fears of a […]
Kicking The Can Down The Road
When a crisis arrives, there are two ways to respond to it. One is to solve it, and the other is to […]
The IL&FS Crisis
Infrastructure Leasing and Financial Services or IL&FS serves as a holding company and is at the core of several infrastructure and finance […]
Volatility Spikes Again
Volatility erupting is not so predictable. It could start out of a housing crisis in China, a crash in iron ore prices, […]
Financial Planning For DINK Couples
DINK is an acronym for “Dual income and No Kids “couple or family. As more and more millennials and gen-xers grow up, they […]
What is Mr. Market Telling Us?
Mr Market is telling us that there are no other investment alternatives. Other investment classes are simply not seen as attractive. Today, […]
Another All Time High
Another buoyant week and the Nifty Index has touched a new all-time high. Interestingly the trigger for such enthusiasm seems more mood-related […]
Is Fixed Income Cyclical?
When we talk about the cyclicality of different assets, the first thing that comes to mind is equity. Everyone knows that metals, […]
The Rates Can Wait
The US Fed Meet clearly signaled its intent on interest rates. While making all the right noises, the Fed still stopped short […]
The IPO Frenzy
We have seen a slew of IPOs this year as the markets recover from the covid shock. An IPO or Initial Public […]
Rate Fears
The markets were rattled by notes from the recent Fed meeting. The prospect of an early end of stimulus and a probable […]