Linkfest

Saturday, November 26th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:


Quarterly Equity Valuations Update

Friday, November 25th, 2016

The Nifty has fallen roughly 7 per cent since the 8th November demonetisation announcement. We take a look at the equity valuations and find that they are now trading in a more normal range compared to previously expensive valuations.


Linkfest

Thursday, November 17th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:


Quarterly Update on Indian Real Estate

Thursday, November 17th, 2016

With all the talk about how the currency crisis will affect Indian Real Estate, we thought it would be a good time to take a look at trends in the quarterly House Price Index (HPI). We find that the slowdown in the real estate market has become more acute in most cities. Chennai is the only exception, […]


Linkfest

Friday, November 11th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:


Currency Chaos: Ready Reckoner

Wednesday, November 9th, 2016

The government made a big move in the fight against black money last night. Even though this move will create currency chaos, by taking Rs. 500 and Rs. 1000 notes out of circulation, the Modi government has in effect hit the reset button. We take a look at the details of the policy change and […]


Linkfest

Saturday, November 5th, 2016

I come across a lot of good articles from across the web. This linkfest is a summary of a few from the last week that give food for thought:


Monthly Market Summary: October 2016

Friday, November 4th, 2016

We take a look at various asset classes in our monthly market summary and find that Indian bond yields have started to move up. We also look at returns of equity, debt, gold, crude oil and the Indian rupee. 


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