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…
Generating “Alpha” on your investments
The volatility in the stock market is not for the faint-hearted! If you thought you could strike bargains when share prices drop, markets could be brutal to your position. While…
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…
Despite the storm, LIC IPO matters
The stage is almost set for a blockbuster listing of the Life Insurance Corporation of India. A lot is written every day in the press. But wait! The world is…
Why Invest in the Mother of all IPOs – LIC?
Yes! India’s Aramco moment is finally here! The juggernaut that is LIC, or the Life Insurance Corporation of India, has finally filed its draft red herring prospectus (DRHP) with the…
ESG Investing – what makes it compelling?
While the sole objective of investing is to make money, once in a while we also like to feel good about ourselves while going about the act. This wave of…
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…
Budget 2022-23 – What to expect?
As the Union Budget is round the corner, excitement and trepidation are all palpable. Let us break it down - Budget expectations are basically of two types. The first is…
Is the World on a Rebalance & Reset Mode?
It was an era of excesses. With the US Federal Reserve considering slowing down bond purchases faster than before due to rising and stubborn inflation, it could be a beginning…