The 2013 RBI FCNR(B) Swap Window Background, rupee impact, and a 13-year retrospective (2013–2026) 1. Background: The 2013 Taper Tantrum Crisis In mid-2013, the Indian rupee came under severe pressure as...
After remaining relatively cautious on Indian equities for almost a year, we have finally started increasing allocations toward Indian equity markets. The reason is straightforward: India’s earnings trajectory is beginning to look...
Given the recent market volatility, we are seeing a increase in standard recovery timelines. While we expect double-digit returns to take a bit longer to materialize for current holdings, this environment actually creates...
At current levels (~74,000), portfolios may not look exciting. But here’s what a recovery to previous highs (~85,700) can do: XIRR jump isn’t small — it’s transformational · 2020 SIP...
Over the past few weeks, markets have been reacting sharply to a renewed surge in crude oil prices. This is not an unfamiliar setup for India, but the current combination of rising oil,...
Gold & Silver have fallen dramatically from its highs. Don’t analyze the reasons for the fall. It's normal for any fast-growing asset to fall like this. Instead ask …. Can I use this opportunity...