Dear readers, Wishing all a happy new year! After two years marked by economic uncertainty and heavy inflation, 2023 unfolded as a...

Dear Readers, Before we continue in our asset allocation series, here’s a quick update on how the markets have shaped up over the last...

Dear Readers, Hope you are all doing well. Here's an update on some of the macro aspects covered in my previous posts. There have been...

The Bank of Canada (BoC) raised short-term interest rates by 25 basis points to 5% earlier this week, the 10th hike since March 2022,...

The Japanese economy has been a leading indicator of the impact of various regimes: stealth quantitative easing, ultra-dovish monetary...

When we talk about a diversified portfolio, over 80-90% of the returns are explained by asset allocation decisions. Individual stock or...

APL Apollo is the largest player in the Indian ERW (Electric Resistance Welded) pipes market with an installed capacity of 3.6 MTPA and...

Dear Readers, With Nexus Select REIT - India's first retail REIT IPO closing tomorrow (May 11, 2023), I was curious to apply some of the...

Dear readers, As I discussed in my first article on this blog, the Fed has a tough job to try balancing the economy, interest rates,...

SRF is a chemical-based multi-business conglomerate and one of India’s leading fluorochemicals, technical textiles, and packaging film...

The mood around the Indian IT industry seems to have changed dramatically in the recent quarters. While, it started of with excitement...

As fascinating as Banking and Financial sector is, it is cyclical in nature. They lay the seeds of success in bad times and cut off the...

The world of investments can be daunting, with a plethora of options and a constantly evolving market landscape. Given the high-profile...