The strong fundamentals, pockets of high growth and the bankruptcy law has led to India passing China in FDI flows for M&A deals.....

There are very few global brands who are easily recognizable with their logo. Mastercard has proved the same as the global payments player becomes the latest company.....

Technology companies had a roller coaster year in 2018. From gaining heavily with the near end bull cycle to challenges from the regulators, each major tech company had an eventful year....

Australia remains the sole major economy to have not experienced recession in last 30 years! The reasons for that - Institutional and government system combined with luck....

There are enough red flags in the market which point towards a possible recession in US markets (likely within 1- 2 years). This year started with very high valuations...

US and China have imposed tariffs on roughly US $ 360 Bn of trade between them. Though there would be multiple markets (like Europe and Mexico) who might gain from the same.....

Any international investment can only generate effective returns when these two factors combine- fundamental growth & an appreciation in the currency where investment is made.....

From covering struggles of the insurance business, dependence on GE Capital, the buyback and dividend cycle to the issues with service contracts and aggressive accounting.....

Well explained and summarized by William Baldwin about bond investments (bullet vs perpetual). Depending on the objective and flexibility required.......

Financial publications are packed with the news that the flattening US treasury yield curve has produced its first inversion. Inference -Historically inversion is followed with recession....

In-fact, these businesses have entered a bear market (fall by >20% from 52 week high). We have been holding a 'Sell' outlook for our clients since June considering the aggressive valuations..

Two successive jumps in India's ranking in World Bank's Ease of Doing Business has seen it rise to 77th from 130th rank two years back.....

China is yet to weaponize the Renminbi in its tariff war with America. Until now, the depreciation in Yuan has helped counter the implications of tariffs by the Trump government..

SEBI and the Government of India have taken a significant step in taking forward the start-up culture. Easing the norms required for bringing IPOs would enable the start-ups...

Since 1994, there hasn't been such magnitude of change in the Indian banking sector, such as the one that it is about to undergo in the next couple of years. With 6 major banks...

This week brought us the news about Berkshire’s investment in One97 Communications for 3-4% stake which values the Paytm’s parent company at over $10 Billion....

Looking at Morgan Chase's decision this week to enter the online brokerage business and offering 100 free trades for the first year, it shows that financial service companies...