Increasing Wealth, Ease of Doing Business & Index Out-performance
Credit Suisse Global Wealth Report released on Monday showed that 7,59,000 Indians have wealth over...
Kuvera Weekly
Rally, Retail & Reliance!
The markets posted strong gains this week on the back of retail and foreign investor inflows,...
Steady SIP Flow, Fund M&A, and Behavior Gap
We discussed the pitfalls of chasing returns and the "behaviour gap" with Bloomberg...
Rate Cut, Stimulus & Gold!
Four of the five top-performing funds last week are gold funds. Gold provides...
Tax cut, market rallies & growth
Finance Minister, Nirmala Sitharaman announced a $20 billion tax cut to reduce the effective...
Defaults & Recovery, Fooled by Complexity & More!
In the fourth chapter of our serialized book, Zen And The Art Of Investing, we look at "complexity"...
Auto Sales, Investor Behavior & ITR Filings!
Retail auto sales dipped to a 20-month low in August. The slump in auto sales led Maruti and Toyota...
AUM Growth, 3 Down Months & PSU Bank Mergers!
The share of gross household financial assets doubled from 3% to 6% between 2014 and 2018, as per...
Small cap, stimulus & credit risk!
The BSE Small-Cap index fell 3.2% over the course of this week. BSE defines small-cap as the 250...
Auto sector weakness, yield curve inversion & other MF news!
Indian Auto Sector continues to go through a rough patch as passenger vehicle sales declined by 31%...
