Feb 1, 2019 1:44 pm
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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Jan 21, 2019 1:25 pm
The penalty in terms of likely opportunity cost is just too great to justify being out of the markets – Howard Marks, Sep ‘18 Equities Typical of bull market action, the market continues to react positively to good data (lower inflation) and continues to shrug off bad news (low IIP). Earnings are off to a…
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Jan 7, 2019 9:47 am
The worst thing I can be is the same as everybody else – Arnold Schwarznegger. Expectations of Further Volatility in Domestic Equities a Low Probability Outcome The global strategist community appears to have settled on a near consensus view of slowing global growth, continued volatility and downside risks into 2019. Arnold’s quote is relevant to…
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Dec 10, 2018 12:44 pm
We live in the best era in history to be an investor, but that doesn’t mean it will be easy. It’ll never be easy. Outlook An Election Cloud Descends Over the Markets Heading into 2019 First the good news. The Fed finally appears to be on hold, having hiked the U.S. and global economy into…
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