Monday, September 10th, 2018

Knight Frank has released its 2018 Wealth Report and its interesting to go through to look for trends in wealth management and how high net worth individuals are allocating their funds. One chart on philanthropy in particular caught my eye: Globally there has been a trend of people wanting to give back to their community and […]

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 […]

Nike: Gangster Marketing

Thursday, September 6th, 2018

Interesting and funny analysis by Scott Galloway on Nike’s brand endorsement of Colin Kaepernick from a marketing and business perspective:   Exactly the opposite of what you would expect!

Linkfest – 89

Wednesday, September 5th, 2018

Interesting commentary from across the web in the last few weeks:   Why monopoly is the future – IdeaFaktory News? The stock market doesn’t care – Howard Lindzon & Barry Ritholtz Show me the incentives and I will show you the outcome – The Reformed Broker Tesla and software disruption – Benedict Evans In health […]

State of the Economy

Tuesday, September 4th, 2018

Good interview on the state of the economy with Pranjul Bhandari and Ira Dugal     Some of my key takeaways: Narrowly focused GDP growth – financials being led by personal loans and not industrial credit which is a worry Potential growth is close to 7.1 per cent. January to June we have been growing […]

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   Global Equities US Equities and Indian large cap equities rallied strongly in August, continuing a multi-year trend of high returns. However, the […]