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…
THE RISE & RISE OF THE US DOLLAR – WHAT IS THE RECOURSE?
Financial markets worldwide are reeling under rising interest rates in the United States, the world's biggest economy. The US dollar, the reserve and trade currency for the world, is strengthening…
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…
Freedom from Investing Myths
Despite the increased interest in equities since the Covid pandemic in 2020, partly because of the advent of the work-from-home phenomenon, out of the nearly Rs.24 lakh crores that Indian…
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…
How to ladder up when the markets are falling?
They say that thinking about buying in the stock market now could be like trying to catch falling knives. It is a decision that needs more of your guts than…
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…