How to tackle strong US dollar impact
Financial markets around the world are affected by a strengthening US dollar. If you look at the commentary from the US Federal Reserve and other experts, interest rates will likely…
How strong balance sheets trigger opportunities
It is a dramatic turnaround. Between 2013 and 2017, India faced a 'twin balance sheet' problem. Indian banks, mostly public-sector banks, had record-high non-performing assets. That meant banks could not…
How to play the market at all-time highs
It is that time when share prices are constantly scaling new peaks. If you are an experienced trader or an investor, you know. You have been there and done that.…
How to play India’s capex story
An economy thrives when there is spending across the board. In a consumption-led economy like India, you need private and public consumption to grow every year. That is expected to…
Why inflation continues to be a problem
Investing is all about connecting the dots. Your investments are driven by the trajectories of future interest rates and the inflation in the economy. The problem with the inflation outlook…