2019 – The Year that was
As we approach the end of the year and the dawn of the New Year, the number crunching starts. Specifically, as the calendar year ends, we download raw data and try to decipher trends and patterns in the data. With the end of 2019 and the start of the new decade, let’sstartby reviewing the year gone by […]
Economy at a low; Markets at a high?
The two most relevant and frequent questions that we face today from investors are: Why is the market touching new highs when the Indian economy is faring so poorly and seems to be on a downward spiral ? And the next immediate question invariably is: Why is my portfolio doing so badly or underperforming when […]
It’s the economy, stupid !
“It’s the economy, stupid” is a slight variation of the phrase “The economy, stupid”, which James Carville coined for Bill Clinton’s successful 1992 Presidential campaign against sitting president George Bush. Carville’s original phrase was meant for the internal audience of Clinton’s campaign workers as one of the three messages to focus on. Clinton’s campaign advantageously used the then-prevailing […]
The Importance of the Union Budget?
In accordance to the Constitution of India’s Article 112, it is necessary to present a budget before the House of Parliament and get it approved before the beginning of every financial year. The word “budget” is derived from the French word “Bougette” which means “Small Bag”. It is adopted from the British, who used to […]
Are we facing a Recession – 2019?
Recession – The Dreaded R word. Various Dictionaries Describe recession as a period of temporary economic decline during which trade and industrial activity are reduced, generally identified by a fall in GDP in two successive quarters. Since the Industrial Revolution the long-term macroeconomic trend in most countries has been economic growth. However, with this long-term growth […]
Economic Agenda for the Next Government
Today, I too voted, exercising my constitutional and fundamental right to pick a party and a candidate of my choice. My list of priorities apart from economic and social development is to choose a candidate and party who can uphold our constitutional rights of equality, secularism and liberty in letter and spirit and also ensure […]
Elections 2019 & beyond….
The outcome of the general election has for long been touted as a key trigger for markets in the first half of 2019. Unlike 2014, most strategists and psephologists are still not willing to call the elections yet, though most seem increasingly confident of NDA return to power albeit with a reduced majority. The market […]