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High Valuations in Equities… Sustainable?

Jun 12, 2017

“More money has been lost because of four words than at the point of a gun. Those words are ‘This time is different.” – Carmen Reinhart, Eight Centuries of Financial Folly This month we focus on some of the key drivers contributing to high valuations to assess the sustainability of the current investment environment. We…

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Repo rate unchanged at 6.25%, RBI Policy Remains Neutral

Jun 7, 2017

The Reserve Bank of India today decided to keep the policy repo rate unchanged at 6.25% in a 5-to-1 vote. Dr. Ravindra H. Dholakia was not in favour, marking the first policy meet under the Monetary Policy Committee (MPC) regime initiated in Oct-16 where the policy vote was not unanimous. The MPC maintained its neutral…

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Fear Factor

May 29, 2017

While it is to be admitted that a man may for a time make money by chance on Wall Street, I assert that the tenure of men who depend solely on luck is only for a season… And the ones who depend solely on Luck to pull them through are the Lambs; and it is…

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Revisiting Risk, Returns & Valuations

May 16, 2017

What is the Right Risk Mitigation Strategy? As valuations rise and investors sit on attractive returns for the year, we have been pondering the following: If everyone insures homes, lives, cars, health and many insure cell phones, travel and even pets, why don’t investors insure portfolios? If an investor is clear that they are in…

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