As markets near record highs, investors are confused over how they should structure their portfolios. Bhavesh Sanghvi, chief executive officer of Emkay Wealth Management, shares his views on how investors could go about allocating money at this juncture. The market is at an all-time high and valuations appear rich. What could be a good asset allocation mix now? […]
Time and again, with a greater amount of accuracy and consistency, the data flows from the US present the picture of an economy that is rapidly transforming after the pandemic, both in terms of the prospects of growth and the pace of inflation. While the Fed is quite happy about the explosion of growth, on […]
In the context of housing policies in India, the need for a uniform rental housing law in the country was felt despite some states already having different versions of the Rent Control Act. r, there are many states where the Rent Control Act continues to be in force with some amendments. The Rent Control Act […]
Oil prices have sustained above the US$ 75 per barrel mark and it seems to be poised to touch the US$ 80 level at this juncture. While the view that it may moderate is based on two factors, that there will be an Iran nuclear deal between the US and Iran, and that may bring […]
The US Dollar has been strengthening over the last two months and the main reason behind this strength is the performance of the US economy. After the pandemic, the recovery of the US economy has been faster that expected. This invested the economy with two extremely fast paced variables, a high rate of economic growth, […]
Gold is like a light cork tossed up and down by the waves of news emanating from the US on the shape of the economy and the prospects of the interest rates. The fierce rise in economic growth and the resultant prospects for a rise in interest rates pushed gold prices down back to the […]
The level of inflation has gone beyond the threshold set by the RBI, CPI is above 6%, and that is a reason for concern. The moderation in the price level is dependent on various endogenous and exogenous factors, and prominent among these factors are the price of Brent in the international markets, and the level […]
The focus of the equity markets is singularly on one thing at this point in time – when are we going to be fully open both in India as also elsewhere. A very pertinent question, as that alone would determine the extent to which economic growth can rise and inflation could also. There is another […]
UK has delayed the withdrawal of the final phase of easing of restrictions on account of the pandemic raising its head again. The May inflation rose to 2.10 % as against the Bank of England’s threshold of 2 % creating talks of policy modifications by the Old Lady of the Threadneedle Street. But the Bank […]
Time and gain, with a greater amount of accuracy and consistency, the data flows from the US presents the picture of an economy that is in rapid transformation after the pandemic, both in terms of the prospects of growth and the pace of inflation. While the Fed is quite happy about the explosion of growth, […]
The CPI based inflation moderated marginally in the month of June but stayed outside the RBI’s targeted range for second consecutive month. The headline CPI inflation was reported at 6.26% for the month of Jun’21 as compared to 6.30% for the preceding month and 6.23% during the year ago period. The rural and urban inflation […]
