The Fall in Inflation

Friday, September 22nd, 2017

Inflation has been in a structural decline over the last few years. We take a look at some of the reasons behind this fall by looking at some charts from the latest RBI Annual Report.


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.


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?


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 […]


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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