Are we Heading for a recession?
This has been the most debated topic across media of late and especially amongst the investment community. The ingredients are definitely there – A war in Europe, geopolitical risk, liquidity tightening, hawkish central banks, commodity prices shooting, oil at $135 a barrel, sanctions, bans on trade and China going into another set of lockdowns. Investors […]
Budget 2020 and After….
“Investors will go through the budget document and the Budget speech with a fine-tooth comb, looking for indications on how the government will tackle the slowdown and the path forward. Investors are keen to see a coherent economic game plan. There is consensus among global investors that the time has come for a serious push to improve […]
The lost decade….
The teens were supposed to belong to the emerging markets and BRICS, especially to India. The sixties and seventies of the last century belonged to the USA, the eighties to Japan, End nineties and the first decade of the current centurybelonged to China and the teens were to be India’s decade. But alas, India has […]
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 […]
Chronological Lottery
The history of mankind might have been very boring if it was not for great men and women seizing the opportunities that changed their lives. Whether it is Napoleon Bonaparte, Thomas Edison, Jamshedji Tata, Walt Disney, Mother Teresa, Steve Jobs or Sachin Tendulkar, who took the opportunity and persisted with their dream. It’s not just […]