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…
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…