With financial markets becoming increasingly complacent about the recurrence of a crisis, we believe it is relevant to explain a couple of areas of concern which could trigger the next round of crisis:
In the last few weeks, Greece has taken the center stage in the financial markets. Within the next two months, Greece has to [...]

As a follow on post to the ‘ Are we heading towards Hyperinflation’ , the recent data/events and actions re-affirm a firm belief that it is time to allocate commodities to one’s portfolio. Let me put together the pointers that has led us to this belief:
1. The U.S. will continue to do ‘quantitative easing’ to [...]

It has taken a while for me to compile this concluding part.. while the Sensex is almost blasting its way to 19K!..
After culling through lot of data and research reports..its pretty clear that our markets are probably going to scale newer heights in the next 12-18 months or so..
‘Liquidity’ is the buzzword going around the [...]

The Fed has once again [50:50 Fed Funds rate cut and Discount Rate cut] unleashed the animal frenzy in the markets..
The rupee closed yesterday at 39.88 per dollar..
The currency has risen 11% since January 2007!
Indian markets are going to witness a never before fund flows from multiple segments..
In the last two days, FII inflows [...]

Just a few minutes ago, the Central Bank of U.S.A or Fed cut the Fed Funds rate by 50 basis points. Yes. 5.25 to 4.75. Lo behold! It cut the discount rate too by 50 basis points. From 5.75% to 5.25%.
What does it mean to you and me in India?
Well for starters..the Dow Jones [...]

India-focused hedge funds delivered a yearly return of 53% as on July 2007 while the sensex returns was 44%.According to Hedge Funds Net which tracks the hedge fund flows across the world, the current assets of hedge funds investing in India are to the tune of approximately $14 billion. In just 2 years the assets [...]