Emerging Markets
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I am not sure if most banks in the west want to finance productivity, efficiency and sustainable economic growth. And why do I say that? Well, let’s see, a very large part of the banks’ balance sheet seems to be allocated towards financial market transactions. Be it growth in lending to private equity firms,
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The COVID-19 induced pandemic has clearly overwhelmed the Indian society. Seeing the tragedy unfold on our TV screens has been heart breaking for many. Loss of lives has been immense. And my heart goes out to everyone. Hopefully, lessons are being learnt, and people along with businesses will find the relief that they badly need,
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In 1949, when Alfred W. Jones came up with an idea that became the first hedge fund as we know it today, he was simply executing an innovative strategy at the time of buying stocks and hedging the positions with short sales. It was considered a revolutionary idea in early 50s, and the markets didn’t
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So what is investing and what’s an investment? I would think that, most academic will probably agree that, an investment – or investing – is a process that has an element of gamble in it. The hope is that you make a lot more than you put in, but then there’s is always a possibility
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So what do we know about science, economics and religion ? Well! for starters, science existed since the day Universe came into being, and therefore science has been around long before humans or human civilisation came into existence. Science is as old as the universe itself. There is science on Mars, but no economy. Also
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The recent movements in the markets and its overall behaviour is starting to indicate that the game is changing and has already changed somewhat, and the market participants are having to adapt to these changes rather quickly. And here is an example, so when my GrandMa suggested that never mind the good old correlation theory,
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Perception is a major factor driving volatility in the market and this is why I am of the firm opinion now that it’s the market psychology and the overall investors sentiment aka the “mood of the markets” that creates and drives the volatility. And when a perception starts getting entrenched then people generally tend to
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Good to see the ongoing debate on governance, politics and reforming of the INDIAN TAX SYSTEM stirring up in India in the past few weeks. But by looking at the BIG PICTURE it’s clear that country isn’t just struggling cause of lack of good governance and good governance although essential but on its own
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During the recent G20 meeting, the Indian and the Japanese government announced to boost their bilateral currency SWAP agreement from US 15 billion to US 50 billion. This measure is most certainly a step in the right direction and not just because I have been talking about it for months but the arrangement sends all
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