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Pockets of Inflation

Aug 17, 2020

• Pockets of inflation causing some stress for investors. • We do not expect a general rise in global inflation but remain watchful. • Central banks in emerging markets still have scope for further rate cuts, although be patient with India. • Good geopolitical news from the Middle East, if only there was more. Pockets…

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Look for Value in True Growth or Solid Dividends

Aug 10, 2020

• Good economic data encourages risk taking • Persistent low interest rates help sectors beyond tech • Watch for a re-rating of emerging markets • After a wobble, REITS are finding their feet and are still good value • The life of a CIO is never easy There was little in the economic data last…

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Rates Unchanged, No Extension of Moratorium

Aug 7, 2020

The Reserve Bank of India (RBI) in its monetary policy committee (MPC) meeting today, as expected, kept rates unchanged while maintaining an accommodative stance. The MPC highlighted that space for monetary easing exists, as inflation could decline in H2 FY21, but wants to use it judiciously and wants to remain watchful of incoming data. The…

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More of the Same

Aug 4, 2020

A cursory look at the headlines most of the past month would conclude that the theme was ‘some more of the same’ – rise in covid cases, disconnect between equity markets and economies, printing of currencies, expectations from Fed, US-China rivalry and uncertainty around the roadmap of the near future. Global Macro The United States…

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