Dear Prime Minister, give us a message of hope, courage and equanimity Dear Prime Minister, give us a message of hope, courage and equanimity
  • About Us
    • Guiding Principles
    • Product Offering
    • Team
  • Investment Approach
  • Perspectives
    • Blogs
    • Quarterly Letters
  • Contact Us
  • Client Login
  • About Us
    • Guiding Principles
    • Product Offering
    • Team
  • Investment Approach
  • Perspectives
    • Blogs
    • Quarterly Letters
  • Contact Us
  • Client Login

Macro Economics

Dear Prime Minister, give us a message of hope, courage and equanimity

Will the lockdown in India end on 17 May or will we as a country go deeper into “economic hara-kiri” ? (Anand Mahindra)

The first lockdown was perhaps right. In the fog of war, you have to act decisively till you figure out a course of action. However, post mid-April, we seem to acting more out of fear, than with “systems thinking”.

Read More

Trump, black money and implications for stock prices

Smart money threatened a 10-15% single-day drop in the US Market if Trump was elected and a one day 100 USD/oz. upward movement in the price of Gold.   Well, Trump is king, the US markets have rallied and Gold has declined.

Read More

The British Referendum: is it time to load the elephant gun?

This morning, while listening to the Brexit results, I chanced upon a conversation on a business channel.  The same anchor who a few months ago said it was futile to forecast, was waxing eloquent about how Brexit could be worse than the Lehman crisis and how it could affect Indian equity markets for years.

Read More

Will the Fed raise rates and the implications for Indian Markets?

Heavyweights have contrary opinions on what the Fed should do – IMF and World Bank (against) vs the BIS (for); so clearly the decision is not an easy one.

Read More

Subscribe To Our Blog

* = required field

powered by MailChimp!

Categories

  • Asset Allocation
  • Equity
  • Investment Management
  • Macro Economics
  • Venture Capital

Latest Post

  • Is Value Investing dead ?
  • Implications of SEBI new guidelines on Multi-Cap Funds
  • Update from the front

Archives

  • December 2020
  • September 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • July 2019
  • May 2019
  • February 2019
  • November 2018
  • September 2018
  • November 2017
  • August 2017
  • April 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • June 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • December 2014