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INSIGHTS THAT MATTER

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Return of the Dark Knight

Published Nov 13, 2017

“It is dangerous to make forecasts, especially about the future.” – Yogi Berra The Dark Knight for the markets – crude oil – has risen, after a roughly 3 year hiatus. Crude has been, directly or indirectly, a contributor to every major recession going back to 1973-74. The situation today is evolving into a geo-political…

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Lame Ducks to White Swans

Published Oct 30, 2017

“Knowledge of what is possible is the beginning of happiness” – George Santayana A mosaic is taking shape, and a picture of an economy with structural low inflation, declining cost of capital, credit score based infrastructure, improving productivity, sound fiscal policy, credit multipliers, public investment multipliers, leapfrog technology, and healthy rural and urban consumers is…

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Key Drivers for the Next Leg Up

Published Oct 16, 2017

“If you look carefully, almost all Old Money secrets can be traced to a single source: a longer-term outlook.” – Bill Bonner In the face of dismal expectations for earnings this quarter, we have witnessed a surprising IIP print at a four month high of 4.3%, lower than expected inflation at 3.3%, robust auto sales,…

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Monetary Policy Update

Published Oct 5, 2017

Repo Rate Maintained at 6%, Policy Tone Remains Neutral The Reserve Bank of India today decided to keep the policy repo rate unchanged at 6% in an “effective” 5-to-1 vote. 5 voted for status quo, while Dr. Ravindra Dholakia voted for a 25bps cut. The Monetary Policy Committee maintained its neutral stance on monetary policy…

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