BUSINESS
What happens now that the Fed rate cuts are here
The US Fed expects to move more slowly than the market expects, even though but everyone agrees on the direction, and on the final target of just a tad below 3%.
BUSINESS
The billion dollar question: What to do in the markets now?
Devina Mehra finds 'high risk' in several parts of the market, but she is not negative on mainstream stocks or indices on a two-year basis.
BUSINESS
Reforms, freebies and governments: Who benefits, who funds?
It is arguable that a better strategy of boosting private investments even using a direct tax route may have been to provide specific tax breaks for investments as has been done a number of times in the past.
BUSINESS
Market Highs, Potential Volatility: What should be the Investment Strategy?
When you are positive in the medium term but there can be some ups and downs in the short term, the best strategy is to remain invested, but to be hedged, writes Devina Mehra, the Founder and Chairperson of First Global.
BUSINESS
From gloom to glory: How the market’s giant wheel turned in 2023
In 2023, US did not fall into a recession. The Federal Reserve hiked rates by a further 1 percentage point, sparking a phenomenal surge in the equity markets that left many financial pundits scratching their heads in disbelief. Plus, the Chinese market continued to plunge. The scorecard? Zero out of 4 to the consensus.
BUSINESS
Goldilocks Or Bear Trap? There are two key risks to consider in this market
Developments over three days caused a wave of buying across assets
BUSINESS
The Smallcap Euphoria: What to expect
The smallcap index is up 41.7 percent since the March end, against the Nifty's 17 percent and NSE 500's 21.5 percent gains
BUSINESS
What do past stock market returns tell us about the future?
Currently, the risk of a crash remains low, because the market is still much below its long term trend line. The risk of a crash becomes high when markets are way above their long term trend.
BUSINESS
The crystal ball for the US economy: How do things look now?
The Fed is not likely to raise rates at the next meeting but is also unlikely to cut rates this year and may also raise again, if the inflation does not come down further
BUSINESS
Shaking off the dust: Markets bounce back in first half of 2023
Overall, the world equity benchmark has yet to fully recover from last year's bear market, with stocks, on the average, still more than 10 percent below their peak
BUSINESS
Is the US in a bull market or not?
While, we think of the Nasdaq as a shorthand for tech and the S&P 500 as non-tech, many of the heavyweights in the S&P 500 are also the technology majors.
BUSINESS
Rakesh Jhunjhunwala on your mind? What it takes to be the next Big Bull on D-Street
If you want to internalise one RJ superpower, this is it: To understand and act on the fact that stock market returns are lumpy, not even.
BUSINESS
The SVB saga: A simple explainer
Silicon Valley Bank's collapse was brought by a lethal combination of concentration risk, asset-liability mismatch and inadequate lending. Rising interest rates dealt a double blow as they hit the asset book and stalled deposit growth.
BUSINESS
Ladies, take charge of your finances! Six golden rules to get you started
The CMD of First Global, Devina Mehra writes that true independence comes from managing your own money
BUSINESS
India and the US: A tale of two inflations
Inflation remains above comfortable levels both in India and the US, which means that the RBI and the Fed are likely to continue raising interest rates.
BUSINESS
The 2022 report card for equity, currencies and other assets
The year provided a humbling experience to multi-asset investors who were always bailed out by bonds when equities crashed. The year saw global equities and bonds fall over 10 percent simultaneously, an unprecedented event in the last three decades.
BUSINESS
Why half-truths can be more dangerous than outright lies, argues Devina Mehra
When looking at data presented by anyone else or even by yourself, check not just whether it is technically correct but what it leaves out.
MARKETS
Inverted US bond yields may signal a recession
But if history is any guide, that is unlikely to herald a cap on yields. Thus, light at the end of the tightening tunnel may still be some distance away
MARKETS
Books that help you see beyond ticker tapes and through bubbles, that anger and illuminate
These are some of the best the author picked in the first half of 2022, which can help a reader see inflation, product design and workings of a legal system in a new light
MARKETS
Global inflation and the perils of making forecasts
While economists and analysts have been calling for peak inflation for almost a year now, prices have kept going up rapidly, thanks to China’s zero-COVID policy, the Russia-Ukraine war, and chronic underinvestment in fossil fuels, being combined with re-opening in most countries.
BUSINESS
How high oil prices are the cause of Russia-Ukraine conflict, not the consequence, argues Devina Mehra
A study of past conflicts suggests that high energy prices prompt military aggression from oil-exporting nations
BUSINESS
Women, now's the time to take charge of your finances, investments
It is not difficult at all. You can do a formal course in finance and investing from a university, there are podcasts, books and videos–pick whatever works for you and get started
MARKETS
Three investing mistakes to steer clear of
Not even the best investor in the world is right 100 percent of the time. What you have to avoid at all costs is any big hits to your capital that are difficult to recover from.
BUSINESS
Heads - I was right, Tails - world was wrong. Devina Mehra explains self-attribution bias in stock investing
Investing, like most things in the world, is a game of luck cum skill but in the real world investors weigh the two differently depending on how well they have done recently.
