2015 is here. And things are on the move already. For starters, things look more positive this year because of the policy dynamism shown by the new government in particular. That apart, falling interest rates, a possible acceleration in growth rate and lower crude oil prices are the likely triggers to get the Indian […]
Learn well from the past and you will be blessed with a happy future, it is said. And it makes sense. So, quickly, here’s what we can learn from the year 2014 to make 2015 a happier year. For one, 2014 was a good year for investments. The elections delivered a clear mandate. The Equity […]
“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.”– Anonymous Paralysis by analysis, they say. In many cases it is true as per our experience. Believe it or not, the client who spends a lot of time on analysis often ends up […]
Fact of the matter is, for a number of historic reason, we love to hoard. We hoard less than we used to, but there’s no denying the fact that we still do. But is hoarding a smart and safe way to plan your finances and future? We think not. Don’t hoard. That should be the […]
Live conferences are a different way to learn and expand our consciousness, perspectives, and knowledge base on subjects which then inform our career and life decisions. I attended one such event last Friday in Mumbai and met India’s top fund managers to understand their outlook on the capital markets and opportunities for investors going forward. […]
Everyone is curious to know how 2014 will span for investments. Its totally wrong to predict about markets or the economy. Lets look at whats happening and gauge what will be in store for 2014. There has been a positive environment for stocks in general worldwide. Inflation pressures are generally falling(in India too onion prices […]
Tapering is just postponed. Just 24 hours ago, all eyes were waiting for the US Fed announcement on whether the Fed will announce the reduction in their asset purchase program which could lead to high volatility across the world financial markets. The Fed has announced that it will look at this sometime in December.While the […]
Let’s take a quick look at what’s happening and the outlook for the medium term: US economy is doing well. We have been saying this since early 2012. The last 4 years there has been enormous amount of credit in the system because of central banks easy monetary policies. The QE (Quantitative Easing) has pushed […]
We recently met Geoff Lewis, global market strategist at JP MorgaRavi_GeoffLewisn. Here are some takeaways: Strong correction in high yield bonds after announcement from the Fed about tapering of QE. Less correction in equities. Nothing fundamentally has changed. The sequence of Fed’s exit plan. Some investors think the QE will stop from this Sept while […]
The US economy is under a steady recovery. It has been resilent despite the issues of US cliff. The US grew at 2 to 2.5% in the second quarter. They are now looking to grow at 3 to 3.5% in 2014. Vehicle Sales, Housing, Capital goods orders are all moving up in US. The economy […]