The Sweet Spot for Inflation
Inflation is often a term that causes anxiety among the general populace and policymakers. However, inflation is not inherently bad. In fact, […]
Get Rich Slowly
Recently a Mumbai-based senior citizen lost 2 Crores to a WhatsApp scam. Investors are always in a hurry to make more money. […]
Stability and Continuity?
Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]
Expectations Vs Reality
What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]
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 […]