Monthly Market Summary: July 2017

Saturday, August 5th, 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.


The Consequences of Global Low Interest Rates

Saturday, July 29th, 2017

The BIS’s  87th Annual Report is out and as always is full of interesting information on the Global economy. We came across a few great charts that show how the global low interest rate regime post the financial crises has had knock on effects on markets.


Monthly Market Summary: June 2017

Saturday, July 8th, 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: May 2017

Saturday, June 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.


How long is “long term” in Indian Equities?

Saturday, May 20th, 2017

Many markets participants talk about how equities outperform all asset classes over the long term. But everyone’s time horizon and definition of long term is different. We look at another great strategy report by Ambit Capital that tries to answer the question of long you should stay invested to get that “free lunch” in Indian equities.


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.


Will Emerging Markets continue their historical outperformance?

Saturday, April 15th, 2017

Emerging markets and developing economies have become increasingly important in the global economy, not just as centers of production but also as final destinations for consumer goods and services. But can they continue to outperform developed markets over the medium term? The IMF in its latest World Economic Outlook seems to think it will be […]


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