All that is Gold “Glitters”
The outlook is extremely positive right now and we believe it represents one of the best long term investment opportunities. There are enough macro indicators which support the case for…
The First Fed Cut: Historical Insights on Market Reactions Post-Rate Reduction
The Federal Reserve is expected to kick off a series of rate cuts on Wednesday, after having completed last year the most aggressive rate hike campaign in four decades. For…
How The Banking Sector Shapes Our Economic Future
The Indian economy is currently on a slower growth trajectory than initially expected for CY 2024. Both the Reserve Bank of India (RBI) and several global financial institutions have lowered…
Japanification of the World?
We believe that large parts of the world are currently exhibiting symptoms similar to Japan's challenges in the late 1980s. These include declining or stagnating total and working-age populations, an…
Is JPY/XAU the Most Oversold Currency Pair in the World? Is this a Mouthwatering Opportunity?
We see a very interesting opportunity on a rare pair of JPY/XAU. Here, JPY is taken as 1 Lakh yen while XAU is the spot price of gold. This pair…
The Most Stunning Divergence Ever between a country’s GDP and its Stock-Market
Germany has been a very unique story over the last few years where their GDP and Industrial production has been in negative territory for many quarters and yet their stock…
US Consumers’ Report Card: Rising Delinquencies and Dwindling Savings
Recent data on US consumer’s health points to a troubling financial trend among American consumers. The delinquency rate on consumer loans has been sharply increasing. The consumers, particularly the bottom…
When Retail Money Meets Smart Money
Retail investors have emerged as a formidable force in India’s equity markets, driven primarily by the rapid growth of mutual fund investments, especially through Systematic Investment Plans (SIPs). However, this…
Why the US Economy Did Not Hit a Recession in CY 2023 But is Likely to Enter One in CY 2024
At the end of CY 2022, there was nearly a consensus among economists and institutional investors that the US economy was going to hit a recession in CY 2023. We…
