Saturday, October 20th, 2018
2018 has seen tightening in financial markets across the globe. This is having divergent effects on growth for different economies. This trend is in sharp contrast to to the synchronised recovery and easy liquidity conditions we were seeing in 2016 and 2017. The US economy continues to have strong momentum. The FED has gradually removed […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]