Monthly Market Summary: September 2018

Wednesday, October 3rd, 2018

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.   We use data for these charts from Investing.com   Global Equities October was a brutal month for Indian equities. As can be seen from the chart above, the Sensex on a […]


Five reasons to invest in International Equities

Friday, September 7th, 2018

Why invest in international equities? We would say, why would you not? Here are just a few reasons why it is prudent, for an investor with a longer time horizon and and more aggressive risk profile, to have an allocation to international funds: Globalisation: Since 1991 India has slowly but steadily opened up to foreign […]


Monthly Market Summary: August 2018

Monday, September 3rd, 2018

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.   We use data for these charts from Investing.com   Global Equities US Equities and Indian large cap equities rallied strongly in August, continuing a multi-year trend of high returns. However, the […]


The rally in financials

Monday, August 27th, 2018

There has been a lot of buzz about the potential for financials in India and investors have been willing to pay a huge premium for well managed private financial institutions. Taking note of this, there has been a rush for such companies to list on the bourses. Already a number of NBFCs, insurers and asset […]


Narrative or Earnings

Wednesday, August 15th, 2018

Josh Brown had a comment on a WSJ article which talked about how, since 2011, you could have focused either on corporate earnings growth or the negative commentary around FED tapering. If you had focused on the FED narrative, you would have missed out on the massive 161 per cent rally in the S&P 500 […]


Monthly Market Summary: July 2018

Thursday, August 2nd, 2018

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.   We use data for these charts from Investing.com   Global Equities Market rallied across the board, with major equity indices showing stellar returns across the world. However there are rising concerns […]


Monthly Market Summary: June 2018

Wednesday, July 4th, 2018

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.   We use data for these charts from Investing.com   Global Equities The S&P 500 and the Sensex were flat in June but continue to show great returns over the one and […]


Monthly Market Summary: May 2018

Saturday, June 2nd, 2018

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.   We use data for these charts from Investing.com   Global Equities With the exception of the US markets, broader markets corrected in May. The last one year returns have also moderated […]


Monthly Market Summary: April 2018

Friday, May 11th, 2018

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.   We use data for these charts from Investing.com   Global Equities The Sensex rebounded strongly in April, vastly outperforming its emerging market peers after many months of underperformance. Most markets continue […]


Monthly Market Summary: February 2018

Tuesday, March 6th, 2018

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.


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