Monthly Market Summary: April 2017

Thursday, May 4th, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


Monthly Market Summary March 2017

Saturday, April 1st, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


Monthly Market Summary February 2017

Friday, March 3rd, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


Markets in 2016

Friday, January 6th, 2017

We thought we would start the new year by looking back the performance of markets in 2016. We look at long term trends in equities, fixed income and oil.


Outlook for Dollar-Rupee

Saturday, December 17th, 2016

Back in late 2014, I wrote an article for Firstpost in which I outlined how I thought the Rupee would move to 65 against the dollar and could go to 70 as well. With the FED increasing rates for the second time and with rupee almost touching 69 in November, I thought it would be a good time to […]


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 […]


Monthly Market Summary: September 2016

Saturday, October 1st, 2016

We take a look at various asset classes in our monthly market summary and find that Indian equities have fallen in the last month and that the British pound is now at 86! We also look at returns of debt, gold, crude oil and the Indian rupee against other currencies. 


Monthly Market Summary: August 2016

Saturday, September 3rd, 2016

We take a look at various asset classes in our monthly market summary and find that Indian equities have outperformed its peers on both a short and long-term basis and that debt markets have rallied sharply as well. We also look at returns of gold, crude oil and the Indian rupee. 


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