Friday, March 3rd, 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, 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 […]
Friday, November 4th, 2016
We take a look at various asset classes in our monthly market summary and find that Indian bond yields have started to move up. We also look at returns of equity, debt, gold, crude oil and the Indian rupee.
Saturday, October 1st, 2016
We take a look at various asset classes in our monthly market summary and find that Indian equities have fallen in the last month and that the British pound is now at 86! We also look at returns of debt, gold, crude oil and the Indian rupee against other currencies.
Tuesday, July 26th, 2016
India has benefitted tremendously from the fall in crude prices. The government has taken advantage of low oil prices by initiating much needed reforms to reduce the oil subsidy bill. The government has also raised additional resources by raises taxes on petrol and diesel prices to help fund its development agenda. Unfortunately most of the savings […]