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…
Is the India de-coupling story sustainable?
The year 2022 brought turmoil to financial markets. Rising interest rates and inflation took the wind out of equity prices. Major indices in the US, Europe and Asia shed 20-30%…
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…
Investing in the times of a storm
Global financial stability risks have increased, and the balance of risks is significantly skewed to the downside. Several risks highlighted a few months ago have crystallised, says the latest Global…