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?”

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”

Turkey Currency Implosion a debt bomb of 510 Billion Dollar-Country by Country Update on Debt

Since last many years, we have seen constant depreciation of Lira against dollar. While President is busy in firing all Central Governers and Deputy Governers, Lira is facing drastic plunge against Dollar and Turkeys Stock Market (Borsa Istanbul) saw two times circuit filter in a single day. Since last few months, Lira went to 17Continue reading “Turkey Currency Implosion a debt bomb of 510 Billion Dollar-Country by Country Update on Debt”

UPCOMING WRITE OFF OF CHINESE BONDS – WHY YEAR END QUARTER GIVES MORE CLEAR PICTURE THAN ANY OTHER QUARTER OF CALENDER YEAR 

Recently we came across news about various institutions writing off Investments in Evergrande Bonds and booking Billion-dollar losses. Similarly, BFAM booking annual loss of $4 Billion on Chinese Real Estate Credit bets. So all in all many entities are in line to Book losses like Ashmore, HSBC, UBS etc. Now let us emphasize why yearContinue reading “UPCOMING WRITE OFF OF CHINESE BONDS – WHY YEAR END QUARTER GIVES MORE CLEAR PICTURE THAN ANY OTHER QUARTER OF CALENDER YEAR “

Analysis of the Current Economic Crisis

Part – I The world is going through a global economic crisis which is historic in nature. While the Covid-19 pandemic has certainly played a major role, it is by no means the only reason. It is our understanding that the economic crisis was in the making prior to the pandemic, as unrestricted credit growthContinue reading “Analysis of the Current Economic Crisis”