market analysis

  •   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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  • According to known history, banks as an idea began around 1,800 BC in Babylon. It started replacing moneylenders who would make loans to people. Over time banks, as independent entities became the beacon of trust in society, and started making loans as well as accepted deposits. They also changed money. Modern banking as we know

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  • At times I do wish I could sit down with both my parents and reflect on my journey so far, but I am afraid I can’t do that because I lost them both few years ago. So now I keep them in my imagination, where I tend to keep most of my precious things. I

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  • As the society and the economy gets more complex, the design fault lines are becoming increasing visible. Today, the global economy faces a number of serious challenges and issues. For example, while globalisation had a good run over the past 4 decades  benefitting a large percentage of the global population, but at the same time,

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  • Momentum trades powers the market, and if you want to benefit from whatever happens in the market then, you do need to master the art of getting in and out of momentum trades. It is not easy, but it can be done. I learn from people and watching nature at work. And I do try

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  • My imaginary grandmother aka GrandMa once told me “ son!  you don’t measure the damage caused by a hurricane, when you are in the eye of the hurricane “. And I believe that to be true. In my own assessment, we should have a lot more clarity on where we are and the road ahead

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  • The idea of conceiving a  system of governance for a society that is ruled  by the people, kicked started the concept of democracy. And democratic ways of governing a society has  been around for few thousands years now. Modern history tells us that, it is the Greeks who came up with the original conception of

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  • Culture plays a very important role in an economy, and there is a reason for it. Humans beings are designed to be cultural. Since the evolution of human modern human society, culture has continued  to be a strong part of average people’s lives. Culture tends to influence people views, values, money, aspirations, hopes, their priorities

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  • A society along with the financial markets generally operates under a Collective behaviour model. And without a defined central command or control, it’s probably one of the best way to regulate activity and growth. In case you are wondering, examples of such systems are abundant in nature. For example, various species of ants that live

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  • Before I get started, I feel, it’s probably a good idea to set the backdrop of the story as a context to just why did I decide to write about the concept of value. So here it is.  I got on a scheduled conference call with two potential investors who were kind enough to show

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