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…
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…
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…
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 to play India’s banks as interest rates rise
If you plot a chart of the S&P BSE Sensex and the Bankex, an index that tracks the banking sector stocks, you will find a linear correlation for most of…
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…
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…
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…
FED SPEAK: QE, Taper Tantrums & Rising Interest Rates
Monetary Policy is an interesting weapon in the hands of Central Bankers. In fact, it wouldn’t be too outlandish to surmise that Central Bank policy actions have influenced outcomes of…