Welcome to my blog! This space is a collection of articles about interesting stuff happening in macroeconomics and financial markets.
There’s some beauty in asset allocation. It provides shade in times of storms but in days of good sunshine, it allows the flexibility to enjoy a little more. Do I
Fund managers believe the sharp correction of 28% in the Nasdaq 100from its highs provides a good entry point for investors looking to geographically diversify their equity portfolios. Expectations of
Close to 100 macro data points get released every month. They vary in frequency of release and the period of data capture. For example, inflation data released in March will
Every year, the union budget invites a significant amount of noise, right from the speculations to very specific sectoral asks. Every year, it is a tightrope walk between limited resources and the
The onset of Covid-19 marked an exceptional time in history. While economic activity slumped, fiscal and monetary policy across the globe stepped up to save growth/livelihoods and minimise the impact
The response to the Covid-19 pandemic in India has been particularly tepid, with on ground inspection of announcements pointing at a mismatch between the policymakers’ and the to-be beneficiaries’ perspectives.
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