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The Valuation Dichotomy

Nov 17, 2021

5:39 am

Indian markets have witnessed a stupendous rally over the last one and a half years partly driven by the economic recovery post the pandemic led meltdown and partly owing to the optimism in investor sentiments. Nifty has returned more than 50% over the last one year with only two months of negative returns. With such…

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Inflation Alert – Fed Behind the Curve

Nov 16, 2021

4:45 am

After two decades of falling inflation, it is now quite understandable that central bankers are reluctant to acknowledge that we may have an inflation problem at hand. However, these are the same central bankers who negotiated the previous inflation challenge so ‘well’ that they had to spend the last 15 years trying to re-create it….

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Normalization Post Covid

Nov 11, 2021

10:20 am

Finally, the US Fed has turned towards the normalization of its economy. To stimulate the economy after the Covid outbreak, the US had increased the money supply by roughly 30% in less than two years. In its latest meeting, the Fed announced tapering of quantitative easing (QE) by USD 15 billion a month. At that…

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It’s all a lot of fun until the music stops playing

Nov 9, 2021

6:31 am

• Central banks turning upbeat on economy on belief inflation to prove less transitory than thought. • Equities appear set to extend gains as central banks step away from tightening. • Third-quarter results so far have been robust, although economic data remains mixed, and markets look for greater clarity from the Fed. • Like some…

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