Over the last few days as we have seen a selloff in several EM currencies there has been renewed talk of an acronym “Fragile 5” coined by Morgan Stanley. India being part of this group of countrie...Read More
AAP’s Economic Logic, Not Good for India The germination of AAP as an offshoot from the Anna Anti Graft movement has raised a lot of expectations in the minds of the Indian Middle Class and the poor...Read More
The revival of the investment cycle will require a concentrated attention from the new central government. High fiscal deficit has reduced their abilities to provide incentives or contributions for in...Read More
In the first two parts of the series I talked about the various kinds of mutual funds and about Equity MF schemes. Now let’s come to the fixed income part of the Mutual Funds. Now the fixed income p...Read More
Over the last 5 years we have seen a collapse of private investments in India. Gross Capital formation which moved from levels of 20-22% of GDP in the late 1990’s till 2003 peaked out at 34% in 2009...Read More