Hawkish, dovish policy puts markets in a tizzy
The Reserve Bank of India's Monetary Policy Committee (MPC) left key borrowing rates unchanged. That was the dovish part. However, most members voted to withdraw an 'accommodative' credit policy stance…
Be fearless when others are fearful!
Stock market investing is not a daily activity. You must give your money time to grow. It grows as it rides through economic and stock market cycles over the years.…
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…
Three inflation-proof sectors to invest
Jamie Dimon, the chief executive officer at JP Morgan, a global bank, uses 'inflation' 15 times in his annual letter to shareholders. He argues that the US would need to…
Post Budget – Market Outlook!
The start of 2022 has been a big roller coaster ride for equity markets. Not only in India but also globally. While we started the year on a strong note,…
Omicron – Pandemic or Endemic?
As we end this calendar year, the battle against the pandemic seems well set to continue into 2022. According to early reports, Omicron, the latest variant of the COVID-19 virus,…
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…
Crystal Ball Gazing: Stock markets in 2022
The best thing about quantitative easing is that it works in practice but not so in theory. Ben Bernanke, the then US Federal Reserve chairman, said that in 2014, the…
Stagflation – A clear and present danger
The dreaded inflation demon continues to raise the head. The consumer price inflation in America is perhaps the most-watched number in the financial markets around the world. It sets 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…