Here is why rising interest rates are considered the worst enemy of equity markets

The US bond yields have moved up quite sharply, the 10-year treasury has touched 1.60 percent and this movement is occasioned by the expectations of a higher price level in the United States. As economic recovery is happening at a swift pace, faster than expected, some amount of inflation would likely crop up. This has […]

Rising Food Prices Pushes Headline Inflation to 3 Month High

The CPI based inflation, after easing for three consecutive months, rose on the back of upward move in food prices; headline CPI inflation was reported at 5.03% for the month of Feb’21 as compared to 4.06% for the preceding month and 6.58 during the year ago period. Over the recent past it has been the […]

About two-thirds of the mid-cap stocks are still relatively undervalued

Dr. Joseph Thomas, Head of Research, Emkay Wealth Management, believes two-thirds of the mid-cap stocks are still relatively undervalued and are trading closer to their historical averages. Moreover, their earnings have a strong positive correlation with the rate of economic growth. This leads one to the conclusion that they will make much better gains from the […]

Expert Talk: All About Writing Your Will

However, this can be avoided by having a well-crafted estate plan in place and a will may be the most important document that you would write.  This is important not only for the elderly but for every individual above the age of thirty years.  It is a part of your overall financial planning because it allows you to select […]

US Dollar maintains a stronger undertone…

The US Dollar continued to maintain a stronger undertone against all the currency majors as is evident from the currency movements for more than a month now. One of the major factors that contributed to the Dollar strength is the sell off in the bond markets across many developed markets. The rise in bond yields […]

Brent

Brent has shot up, through the US$ 70 per barrel, and it looks set to rise more. The recent rise in the prices, in the last few days, has more to do with the attack on the oil facilities of Saudi Arabia by some terrorist groups. The damages caused to the Saudi facilities is quite […]

Gold May Test Lower Levels… But The Intensity Of The Fall May Slow Down

Gold prices moved up from mid-2019 onwards to 2020 end, mainly due to two or three crucial factors. Broadly the range was from 1430 to 2067. The first and most important, fundamental, cause was purchases by central banks and the large inflows into gold exchange traded funds. The lower interest rates in many of the […]

Equities More Often Affected By Developments Abroad

The domestic equity markets have been hovering around the peaks, which the indexes have formed in the last couple of months. The domestic macro numbers have been on expected lines, and it gave comfort to the markets about the sustainability of the rebound in economic activity. But it is mostly the events from overseas markets […]

Q3FY21 GDP: Momentum needs to be sustained

The GDP growth number for the last quarter, Q3FY21, at 0.40% corresponds to more or less what most of the market participants and analysts had expected. The GDP has reported positive growth after two consecutive quarters of contraction (-24.4% for Q1FY21 and -7.3% for Q2FY21). That should bring in some amount of relief. The reason […]

US and UK Soft Measures From the Fisc Leading to Stronger Potential Recovery

One of the most impressive fiscal exercises in the recent past was the UK budget, presented on March 3, 2021. This is the first budget post the Brexit departure event, which was marked by lot many uncertainties. The corporate tax rate has been hiked to 25 % from the current 19 % while leaving majority […]

Here’s why women estate planning is essential

Estate planning is about wealth structuring so that one could enjoy it and then pass it to the next generation in a smooth manner, avoiding any kind of family disputes on inheritance. While discussing estate planning for women, we could broadly classify women of this century into two categories. First, women who are primarily homemakers, […]

What a rise in US bond yields mean for investors and Indian equities

Interest rates came down to low levels and liquidity became aplenty due to the accommodative monetary policies by world central banks, and the expansionary fiscal policies pursued by the governments. This was a direct response to the economic distress caused by the global pandemic and the resultant fall in employment, output, and demand. It is […]

How To Prepare A Will: Common Mistakes To Avoid

“Death is not the end. There remains the litigation over the estate,” said Ambrose Bierge. Any litigation over an estate erodes not only the family wealth but also family relations. A well-crafted estate plan and with a well-drafted will could avoid such litigations. A will puts down the wishes of a person for distributing her […]

Q3 GDP: India is growing instead of recovering somehow to feeble single digit levels

The GDP growth number for the third quarter at 0.40 percent corresponds to more or less what most of the market participants and analysts had expected. That should bring some relief. The reason for this is two-fold. First, the growth is in the positive territory—the economy is growing, though at a borderline rate. Two, the […]

Q3FY21 GDP: Momentum needs to be sustained

The GDP growth number for the last quarter, Q3FY21, at 0.40% corresponds to more or less what most of the market participants and analysts had expected. The GDP has reported positive growth after two consecutive quarters of contraction (-24.4% for Q1FY21 and -7.3% for Q2FY21). That should bring in some amount of relief. The reason […]