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INSIGHTS THAT MATTER

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The Untouchables

Published Feb 18, 2019

“The contrary investor is every human when he resigns momentarily from the herd and thinks for himself” – Archibald MacLeish Chile’s Acclaimed F.M. Visits India – His Comments on Fiscal Austerity vs Profligacy Before we get to our commentary, a quick note. Last week, Andres Velasco, former finance minister of Chile, was in town. Andres…

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Calibrated Tightening to a Repo Rate Cut, Policy Tone changed to “Neutral”

Published Feb 7, 2019

The Reserve Bank of India today decided to reduce the policy repo rate to 6.25% from 6.50% with four out of six members voting in favour of the cut. The MPC also decided to change the monetary policy stance from “calibrated tightening” to “neutral” with an objective of achieving a medium-term target for CPI of…

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Factor Based Investment Insights

Published Feb 4, 2019

Objective factors do play a part in cycles, of course, but it’s the application of psychology to these things that causes investors to under or over react, and thus determines the amplitude of cyclical fluctuations – Howard Marks Factor investing chooses securities on attributes that are associated with higher returns. We focus on style factors…

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Union Budget FY19-20

Published Feb 1, 2019

Budget Highlights The government demonstrated admirable restraint in adhering to the fiscal deficit targets and staying within the glide path, while coming forward with meaningful relief for the struggling rural sector, tax relief for the middle class and a wider set of corporates and outlining a vision for the future. Highlighting Progress Achieved to Date…

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