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 […]

Who will benefit the most from GST?

Friday, April 7th, 2017

The Goods and Service tax (GST) is now in the final stages of being passed and is waiting for presidential assent to be made into law. This is a big reform for the economy and will usher in a structural shift in the way business is conducted in India. 

Monthly Market Summary March 2017

Saturday, April 1st, 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.

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?

Economic Survey 2016-17

Thursday, February 9th, 2017

The Economic Survey is out and it has lots of interesting charts and figures about the Indian economy. Here are four of them which we found quite interesting.

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 […]

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.

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 […]