Multitude of geo-political risks came to the forefront in Nov but were thrown out of the window as hopes of a US-China trade talks buoyed sentiment. Not that the talks have concluded, and the deal is done-and-dusted but hopes are enough to fire up the animal spirits. Trump has dilly-dallied like a pendulum swing with […]
Monthly Investment Perspectives December 2019 Read More »
Fresh contribution by limited partners (LPs), including wealthy Indians and offshore investors, to local private equity and venture capital funds sank in the three months through June, as investors took a pause in a slowing economy. LPs signed fewer cheques for PE funds during the second quarter of 2019, but commitment to VC funds rose
Fresh LP commitment to Indian PE-VC funds sinks after hitting record high Read More »
The twists and turns in the Brexit tale finally draws us to Boris Johnson stating that the UK must leave on 31-Oct-19 – the fate of (Northern) Ireland is in focus as has been the case over the last couple of years as the backstop agreement of Brexit remains the debate. If the deadline for
Monthly Investment Perspectives October 2019 Read More »
Success Mantra: A portfolio of 18 to 25 quality stocks bring optimum diversification Holding a portfolio of 18-25 quality stocks brings in the optimum diversification and reduces risk substantially. In the global context, ‘Equity’ as an asset class has the distinction of outperforming other asset classes such as Fixed Income, Gold and Real Estate over
Success Mantra: A Portfolio Of 18 To 25 Quality Stocks Bring Optimum Diversification Read More »
Continued volatility in sentiment has been the norm for the past 2 months. Jackson Hole Symposium of central bankers didn’t exactly turn out to be convention of camaraderie. The animosity between nations rampaged on: Hong Kong in the month raged against China (though likely signs of a truce seem round the corner), China raged against
Monthly Investment Perspectives September 2019 Read More »
The rupee pared initial gains to settle almost flat at 71.71 against the US dollar on Monday as rising crude oil prices kept investors edgy. Rising crude oil prices and foreign fund outflows weighed on the domestic currency, forex dealers said. Crude oil spurted 0.44 per cent to USD 61.81 per barrel in anticipation that
Rupee Reverses Gains To Close Nearly Flat At 71.71 Against US Dollar. Read More »
In the U.S. Manufacturing PMI, Services PMI, CPI, PPI and the Conference Board’s Consumer Confidence all beat expectations indicating a heating up economy. So why should the Fed cut rates at all? Pressure from Trump can be a cause and Powel has “diplomatically” balanced out an emphatic rate cut with a language tone in the
Monthly Investment Perspectives August 2019 Read More »
World over, there have been murmurs of that word – “slow-down”. From whatever little high frequency data points that got published for Jun-19, composite PMI prints haven’t been rosy at least for Russia and U.K. Digging deeper, its subset, the Manufacturing PMI for the whole developed markets pack has now been in contraction since Mar-19
Monthly Investment Perspectives July 2019 Read More »
While her first GST council meet in Jun-19 was a relative non-event, Finance Minister Nirmala Sitharaman’s maiden Union Budget was certainly a market mover. Debt markets loved it, equity markets – would live to see another day. While broader consensus was of the view pre-Budget that there would be some form of fiscal push and
Budget FY20: Where Is The “Fiscal Stimulus”? Read More »
Validus Wealth, a wealth management firm, on Thursday said it has sold a substantial majority stake to LGT, a private banking and asset management group owned by the princely family of Liechtenstein. The value of the transaction and the size of stake purchased by LGT were not disclosed. Validus was earlier known as WGC Wealth
LGT Buys Majority Stake In Validus Read More »
