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…
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…
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…
Lull before the storm in financial markets
There is an uneasy calm prevailing in financial markets. Bond markets have been showing an inverted curve for some time now in the rich world. Short-term interest rates are higher…
Investing through stock market cycles
You can deal with situations that are bullish and bearish while investing. But finding your way through a period of lull is fraught with challenges. Your financial advisor may tell…
How to invest amidst growth versus inflation conflict
It is getting dizzy out there. Last week, The Economist, a weekly publication from London, warned that the inflation problem in America is not fixed yet. That is despite a…
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…
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…
The FTX saga and peaking inflation
Sam Bankman-Fried, the founder of FTX, wants to set things right after the company's spectacular collapse of a cryptocurrency exchange. He took to Twitter to give his side of the…