India’s ‘Golden’ Moment?
Rural India’s Hidden Gold Rush — and Why It Matters for Markets Sometimes the biggest stories in markets aren’t in the headlines — they’re buried in the vaults and lockers of rural India. According to …
Macroeconomics
Trump Tariff Trauma
Trump has done what many are describing as ‘worse than the worst imagined’. The quantum of tariffs is so high that almost the entire world trade with the US becomes unviable. Economies of all countries …
WACC
WACC is the weighted average cost of capital. It is the minimum return that a company must earn to satisfy all the stakeholders (viz lenders and shareholders) who give money to the company. Lenders demand …
Govt Debt Sustainability vis a vis GDP Growth
Basic rule is that nominal GDP growth should be more than the interest rate for govt debt to not balloon. If the interest rate in a country is 6% then the nominal GDP growth rate …
Inflation and Investing
Two main ideas to keep in mind about inflation’s impact on money and other assets are: a) ‘Real’ assets keep getting more expensive. Hence owning real assets is better than owning cash.b) Cash keeps losing …
