How to play Budget 2023-24
Expectations drive financial markets. Credit markets look forward to the cues on interest rates and inflation, while equity markets look to those about corporate profits. It is the final full…
Investing in India’s digital economy
It was supposed to help realise dreams. India's consumer technology unicorns were riding on India's aspirational middle class. There was an overall downward trend in the technology sector around the…
Where to invest in 2023
A lot of literature is published at this time of the year. Not the type that goes for the Booker prize. It is about your money and how you should…
The India Poverty Debate
It all started with a news report in April 2022 stating that a study published as an IMF working paper and authored by three reputed economists has concluded that India…
What to expect in 2023
When financial markets witness high inflation episodes, they are usually followed by a recession. Online conversations and data intensify as high inflation triggers a chain of interest rate action by…
How can you play on India’s resilience
When a storm hits, it spares no one. The storm will sweep the winners and the losers, the good and the bad. India is touted as the bright spot in…
How to balance portfolio with diversification
The world is staring at a recession. If the latest announcement from the World Bank is believed, high inflation worldwide could push interest rates higher and the world into a…
Inflation today is high, but tomorrow matters much more
The most recent print of consumer price inflation data in the United States was bad. For June 2022, US inflation was at the highest level since 1981. Now that will…
Be fearless when others are fearful!
Stock market investing is not a daily activity. You must give your money time to grow. It grows as it rides through economic and stock market cycles over the years.…
What do rising interest rates mean to your portfolio?
In a surprise move last Wednesday, the Reserve Bank of India's monetary policy committee hiked key borrowing rates to curb rising consumer price inflation (CPI). The upward limit of the…