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L, U Or V

Oct 29, 2018

12:23 pm

We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful. – Buffett Massive Selling Occurred in Early October But Is Abating September and October have witnessed the largest selling of equities over the past couple of years. Of late, the selling has abated. Meanwhile, the selling…

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Bleak Global Policy and Macro

Oct 15, 2018

11:50 am

The most important thing is to have a sense of where we are in the business cycle – Howard Marks Global Adverse Central Bank Policy, a Strong Dollar and Crude Amidst clear signs that the Fed is planning to continue to hike interest rates this year and next, and withdraw liquidity, developed markets caught the…

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General Elections FY19

Oct 8, 2018

11:49 am

Attractive Times for Investing for Long Term Wealth Generation While CY17 was a secular bull-run for equities, YTDCY18 has proved to be starkly different with sentiment nowhere near the euphoria of the last year. Arguably, valuations, global liquidity, trade conflict, rising interest rates and crude oil can be attributed as root causes. However, while post…

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Repo Rate Unchanged: 6.5%, Policy Tone Changed to “Calibrated Tightening”

Oct 5, 2018

1:31 pm

The Reserve Bank of India today decided to maintain the policy repo rate at 6.5% in a 5:1 vote. The MPC changed its stance from neutral to “calibrated tightening” on monetary policy and commitment to achieving a medium-term target for CPI of 4% ± 2%, while supporting growth. Key highlights of the RBI’s Monetary Policy…

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