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INSIGHTS THAT MATTER

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Implications of an Inverting Yield Curve

Published Aug 19, 2019

“Be a loner. That gives you time to wonder, to search for the truth, have holy curiosity. Make your life worth living.” – Albert Einstein The yield curve has inverted, and a long hibernating bear woke up this week, as conditions are starting to look decidedly gloomy. Marc Faber, aka Dr Doom was back, suggesting…

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RBI Policy – Monetary Policy Doing the Job, Fiscal Policy Intervention Needed

Published Aug 7, 2019

The Reserve Bank of India today decided to reduce the policy repo rate to 5.40% from 5.75%. While, all the six members of the MPC were in favour of a rate cut, two members voted for a 25bps rate cut and four members voted for a 35bps rate cut. The MPC decided to keep the…

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The Onerous Cost of Capital

Published Aug 5, 2019

“Wealth isn’t primarily determined by investment performance, but by investment behaviour.” – Nick Murray U.S. Central Bank Policy Tapers Investor Expectations Dovish central bank policy has been one of the key underpinnings of our outlook this year. That domino fell last week, with the Fed dashing expectations of a sustained monetary easing campaign. In all…

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Searching for a Bottom

Published Jul 22, 2019

“Wealth isn’t primarily determined by investment performance, but by investment behavior.” – Nick Murray It was a difficult week in the markets last week, broadly brought about by FI selling, a disappointing budget, a change in sentiment, and generally dismal earnings. Markets could likely continue to be under pressure in the near term as we…

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