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 […]


Where is inflation heading?

Friday, March 24th, 2017

Over the last few years we have seen that inflation has been structurally moving down. This trend is slowly changing with a number of countries now showing higher prints every month. Where is inflation heading now? And what does it mean for the Indian economy?


World Stock Market History

Friday, February 24th, 2017

Credit Suisse has come out with its annual Global Investment Returns Yearbook and as usual, it is full of interesting charts, data and figures. I just thought I would highlight one of them which shows the World Stock Market History over the last 116 years.


How will automation impact employment and growth?

Saturday, January 21st, 2017

McKinsey Global Institute has come out with a great report on automation and its impact on employment and on productivity in global growth. The report has a lot of great charts and insights, some of which we have summarised below. We encourage you to go through the report in its entirety as it has some […]


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 […]


Morningstar Investment Conference – Day 2

Wednesday, October 26th, 2016

This years Morningstar Investment Conference covered a range of topics from some great speakers. The second day had a great panel on the current equity markets.  We have summarised some of these views in our post.


Morningstar Investment Conference – Day 1

Friday, October 21st, 2016

This years Morningstar Investment Conference covered a range of topics from some great speakers. The first day had Nandan Nilekani discuss the technology disruption in financial services. There was also a great panel on the current fixed income markets.  We have summarised some of these views in our post.


The shift in RBI stance on Inflation

Friday, October 7th, 2016

The new reserve bank governor and the monetary policy committee (MPC) have led to a shift in RBI stance on inflation. Whilst previous rate cuts were made with an explicit inflation target, the current committee has decided that the mandate should be more flexible given slow global growth.


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