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 […]
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.
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.
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.
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.