Start-up Bubbles- Why Mutual Funds are betting to give Exit to PE Participants?

Today when I saw newspaper, I saw Delhivery coming with IPO. When I saw twitter, I got to know that roughly 2346 crore have been raised from 64 Anchor Investors. Prominent names like Goldman Sachs, Amansa, Aberdeen, Tiger Global, Schroder and Baillie Giffors were international participants. Domestic Institutional funds like SBI, HDFC and ICICI areContinue reading “Start-up Bubbles- Why Mutual Funds are betting to give Exit to PE Participants?”

Housing Market-Bubble 2022

Housing plays a vital role for any country in keeping the economy growing. It contributes to the financial market with Mortgages resulting growth of financial system while it contributes directly in consumption of commodity materials and service sector through manpower supply for construction of Building. Real Estate is considered as one of the largest employmentContinue reading “Housing Market-Bubble 2022”

Japanese Yen- Silent Killer Development in Global Economy

One of the most interesting development happening in currency market currently is Depreciation in Japanese Yen. While the global media is focussed on probable economic impact of Russia-Ukraine war, effect of sanctions, supply chain shortage, energy crisis and many more such things The anticipated effect on Russian Rubel was very high but the same recoveredContinue reading “Japanese Yen- Silent Killer Development in Global Economy”

Update on Yield Inversion, Credit Default Swaps and Credit Spread-Sign of recession

Update on Yield Inversion On 16.03.2022, Fed announced rate hike of 0.25%. All of a sudden, we saw some huge action in Bond and equity market. While equity market cheered this move like there is no tomorrow and the Bond yields spiked all of a sudden. What was most awaited was the yield inversion. TheContinue reading “Update on Yield Inversion, Credit Default Swaps and Credit Spread-Sign of recession”

Currency Crisis – 2022

In our first two articles published on the blog( here and here), we had highlighted how fragile the global economy was with its constant need for stimulus and lack of demand drivers. It was informed that the dependence on the equity and debt markets would increase and stock market would become the economy as assetContinue reading “Currency Crisis – 2022”

Inflation or Stagflationary Deflation?

A quick look across the commodities pricing for the past one year reveals an inflationary picture. Source: Visualcapitalist.com This will certainly seem a lot given the returns posted here. Given that we have been through a pandemic induced supply shock and now a war like situation threatening additional supply sources, it is a general expectationContinue reading “Inflation or Stagflationary Deflation?”

UKRAINE AND RUSSIA-GLOBAL EXPOSURE

While the western world is busy with sanction policies these days on Russia and Russian Stock Exchange historically had a nightmare over Putin’s diplomacy. With Russian Stock Exchange like Moex or RTSI falling like a pack of cards (Single day downfall of more than 30%) Russia banning trading in Stock Exchange, freezing asset prices ofContinue reading “UKRAINE AND RUSSIA-GLOBAL EXPOSURE”

EVENTS LOOMING AROUND IN INDIAN MARKET

In the time of rampant market volatility, it is difficult for everyone to clearly see the directions of market. With mere news related to war or no war, interest rate hike or no hike, etc market is showing volatility of more the 300 to 500 points upward or downward in a day’s time. The recentContinue reading “EVENTS LOOMING AROUND IN INDIAN MARKET”

Banking analysis-Analysis on RBL Bank and Yes Bank

While in our previous blog of Update on Estimated loss of 563 Crore to Mutual Fund for holding RBL Bank Share, lots of readers have requested us to give a detailed analysis on how to analyze a Banking company and what all aspects we should cover to understand Banking fundamentals. So in this blog, weContinue reading “Banking analysis-Analysis on RBL Bank and Yes Bank”

Update on Estimated Loss of 563 Crore to Mutual Fund for holding RBL Bank shares

Yesterday we has some information in relation to RBL Bank stating that the MD and CEO resigning and share tanking by more than 22% in a single day and RBL doing  concall in a hurry claiming its quality credit and growth aspects. Without going into deep analysis of RBL Bank, we will share you MutualContinue reading “Update on Estimated Loss of 563 Crore to Mutual Fund for holding RBL Bank shares”

Update on Indian Government Debt Position as on 17.12.2021

After having some great volatility in INR against dollar in past few months where Rupee saw levels of more than 76.50 in recent days, people are claiming that its all due to constant selling in stock market. FIIs are withdrawing money from stocks and all other stuff. But is it really due to stock marketContinue reading “Update on Indian Government Debt Position as on 17.12.2021”