Do you know why Gold is at $4000? This is the only reason for it. It all started in 2022. Russia attacked Ukraine in Feb/Mar 2022. US & its allies decided to freeze Russia’s foreign exchange reserves to the tune of $300bn. The reserves were majorly in Euro & USD.
Investment Rationale * Role of each Metals Gold – Strategic hedge, crisis protection, low correlation to equities. Silver – Cyclical, high industrial demand (solar, electronics), potential for outperformance in manufacturing/reflation phases. * Diversification: Gold stabilizes while silver amplifies, offering multi-regime risk balance. Whats driving the price up? * Gold: Central-bank buying, Fed rate-cut cycles,
Do you plan to send your kids abroad? This could worry you. RBI may let USD/INR depreciate to 90. This could be one of the weapons the government may use to negate the impact of US Tariff. In fact, this was one of the measures China used in 2018
It's been a challenging year for the markets. If you had invested in the NIFTY 50 index a year ago, your portfolio might currently be down by approximately 1%. This is a new experience for many investors who entered the market during the recent bull run. Seeing negative returns can
We have launched a dedicated basket only for the small-cap segment. Why Small cap now? * Small caps have outperformed large and mid caps over the last 5 years * Historically, small caps outperform in recovery and bull markets * It has generated higher returns in the longer run * More companies are getting
This is bigger than tax cut announced in the budget. We consume around 4.6 million barrels of oil daily. So when oil prices fall, it’s a big deal for our economy, your wallet and equity markets. What’s happening now? When the FY 26 Union Budget was presented,
Markets hate uncertainty, but they also love clarity that follows it. This war can push Nifty to All-Time Highs faster. Here are my reasons - India’s structural story remains intact. - Once the war news subsides, global investors will be back to buying riskier assets. India remains on top
1. Interest Rates Are Falling * RBI has cut rates by 100 bps in 2025 (from 6.5% to 5.5%). * Lower interest rates reduce the appeal of debt instruments and make borrowing cheaper, boosting spending and corporate capex. 2. Earnings Growth Expected to Rebound * Nifty 50 earnings are expected to
RBI Repo rate 6th June RBI Repo rate 6th June.pdf 1004 KB download-circle
India's economy is on a stable and promising trajectory, as evidenced by the provisional GDP figures for FY 2024-25 and the fourth quarter (Q4). With an annual growth rate of 6.5%, and an even more impressive 7.4% growth in Q4, the country is fostering a climate of confidence
“Yesterday I went to my bank. Was delighted to see my home loan rate down 40bps.” What really happened? India's 10-year government bond yield has dropped to 6.17%, levels not seen since late 2021. It's at 3.5 years low These factors have contributed to the rally. - Higher
Lets understand an important structural shift in India’s equity markets post-COVID. Let’s unpack the narrative and address key question. What Changed Post-COVID? Earnings Growth Exploded Between FY10–FY20: Earnings were stagnant around ₹4 trillion annually. Post-COVID: Jumped to ₹7 trillion in FY21, heading toward ₹15 trillion in FY25.