Value Migration

Wednesday, April 26th, 2017

Disruption is the buzzword in the new economy. Major shifts in the economic landscape and the advent of new technologies are enabling start-ups to challenge established models of doing business. These new emerging businesses make disproportionate returns and capture a significant part of the new value they create. Value migration is a term aimed to […]


Indian Real Estate: Q2 2016-17

Friday, March 10th, 2017

We examine the quarterly House Price Index (HPI) for All India and for major cities that was released by the RBI via the Database on the Indian Economy (DBIE) to gauge trends in the Indian Real Estate market.


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.


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.


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.


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