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…
Indian Stock Market – an Island of Refuge
The Annual Spring Meetings of the world’s two prominent lending institutions World Bank and the International Monetary Fund (IMF) are underway. Global growth is projected to slow to 3.6% in…
Three inflation-proof sectors to invest
Jamie Dimon, the chief executive officer at JP Morgan, a global bank, uses 'inflation' 15 times in his annual letter to shareholders. He argues that the US would need to…
Economic consequences of the war
Benjamin Franklin, one of the founding fathers of the United States of America, once said that there was never a good war or a bad peace. It has been more…
The Real Wealth of Nations
Adam Smith, the reputed economist of the 18th century, authored the book “The Wealth of Nations” where he articulated that the “invisible hand” through the market mechanism ensures that the…
Post Budget – Market Outlook!
The start of 2022 has been a big roller coaster ride for equity markets. Not only in India but also globally. While we started the year on a strong note,…
Keynes, FM & Budget …
The world remembers British economist John Maynard Keynes regularly in cycles. In a crisis, no economic discussion is complete without acknowledging him. Keynes argued in the 1930s that governments could…
Budget 2022-23 – What to expect?
As the Union Budget is round the corner, excitement and trepidation are all palpable. Let us break it down - Budget expectations are basically of two types. The first is…
Omicron – Pandemic or Endemic?
As we end this calendar year, the battle against the pandemic seems well set to continue into 2022. According to early reports, Omicron, the latest variant of the COVID-19 virus,…
Is the World on a Rebalance & Reset Mode?
It was an era of excesses. With the US Federal Reserve considering slowing down bond purchases faster than before due to rising and stubborn inflation, it could be a beginning…