As 2024 begins, investors need to carefully analyze which asset classes and themes have a good prospect of doing well in 2024 and make their allocation strategy accordingly. First a recap of 2023. Equities did reasonably well in the second half as the Indian economy showed remarkable resilience despite high global interest rates and slowing […]

Food and energy are two of the most important resources for the survival and growth of human beings. With the Ukraine war, the importance of these resources has been underlined as the scarcity and increase in prices have led to an economic breakdown of many countries in Africa, Pakistan, Srilanka, and many others. Energy is […]

The Saga of Corruption And Misgovernance in India We have been massively bearish on the Indian stock markets for a long time now citing the huge mis-governance and corruption that afflicts the entire economy. During the credit fueled boom in the early 2000s, these problems got shoved down the carpet, leading to high valuations to […]

Real Estate crash in India Estate prices have kept moving upwards relentlessly even as other asset classes have languished. Corporate mis-governance and corruption has driven investors away from equity, while bond and fixed income investments have been less attractive because of high consumer inflation. This has made gold and real estate the preferred choice of […]

It is undoubtedly true that the mobile phones have taken a toll over the global economy development. The world is no more a big place and people can now contact any person staying miles away in a matter of seconds. Mobility has improved at large. The use of smart phones, tablets have been increasing manifold. […]

Micro Small and Medium Enterprise The Micro Small and Medium Enterprise (MSME) sector in India is quintessential to achieving the targeted growth rate of our nation. The sector nurtures and breeds budding entrepreneurs and irrigates innovation at its most rudimentary level. By and large, MSME has made a tremendous contribution towards the development and growth […]