Sunday, 19 May 2019

Policy Sedatives: Overwhelming Effects and Unintended Side Effects

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Before the Financial Crisis in 2008, it was frequently claimed that the developed economies had permanently ended the cyclicality of prior...
1 comment:
Sunday, 6 January 2019

Riding the Liquidity Tiger

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"Last thing I remember, I was running for the door,    I had to find the passage back to the place I was before,   'Relax...
2 comments:
Tuesday, 28 August 2018

The Great Indian Consumption Conundrum

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It is a well-known fact that in the last five years, the Indian economy has slowed down considerably. GDP growth between FY13-FY18 has ave...
Monday, 19 March 2018

Who Moved My Interest Rates?

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Any investor who has spent reasonable time in financial markets would tend to agree that the narrative can change very quickly as far as a...
Wednesday, 3 January 2018

A Decade is a Rather Long Time!

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8 th January 2008 was a watershed moment in the history of Indian financial markets. It was on this day that the Nifty made its major top...
3 comments:
Thursday, 31 August 2017

Policy Challenges in the World of Faltering Phillips Curve

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Global equity markets have done remarkably well over the last few months aided by ultra loose monetary conditions, low interest rates and ...
1 comment:
Thursday, 5 January 2017

Bridging the Income Gap: A Delicate Balancing Act

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The world currently seems to be experiencing a “Piketty moment”. Thomas Piketty’s magnum opus, the controversial, surprise bestseller,...
4 comments: