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.
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.
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?
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 […]
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.
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.
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.
Saturday, September 17th, 2016
Chief Economic Advisor Arvind Subramanian has given a number of recommendations to the government with the aim of incentivising pulse production and ending price volatility. If the government is able to act on these measures, it could lead to food inflation coming down structurally over the medium term.