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 […]
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.
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.
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?
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.
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 […]
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.
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 […]