Why you must tread with caution
Stock prices in the US and India are near record highs. Bond yields are still at the highest levels in several decades in the US. Either equity prices or the…
Why NBFCs are gaining importance
Picking sectors for investing is a task. With a broad-based rally in the stock market, it is tough to identify businesses that are likely to do well and priced low.…
How to play potential rural bounce-back
Hindustan Unilever, the barometer of India’s rural and urban consumption, has been an underperformer among the large-cap stocks in 2023. The share price fell 2.5%, while the NSE Nifty gained…
The good and bad of markets
It is that time of the year when we celebrate the victory of the good over the evil. Investing is an art or a skill that requires you to be…
Measuring uncertainty while investing
In an uncertain world, forewarned is forearmed. An article published in the Reserve Bank of India’s October 2023 monthly bulletin and written by a team of writers led by RBI…
How to use secular growth trends for investing
Investing and knowledge are two pillars of your financial future. If you invest in the back of knowledge, you will build a solid foundation for wealth creation. There was a…
Investing amidst rising global conflicts
The Russian invasion of Ukraine in February 2023 stalled global supply chains and increased energy prices. It continues to hurt the global economy directly and indirectly. As it settles to…
Why high interest rates should not bother you
Investing is fraught with risks. Rising interest rates affect your investments in equity assets a lot. Global interest rates continue to be on the rise. The stubbornly high inflation in…
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…