Indian manufacturing: The road worth taking
With significant effort and a strong will to initiate the necessary structural reforms, India has the potential to lead the world out of the upcoming recession.
Indian equities – the case for divergence
In this final instalment of the six-part series on the outlook for equity markets, financial markets expert B. V. Krishnan shares the outlook for the Indian equity markets.
All that glitters is not gold
In this fourth instalment of the six-part series on the outlook for equity markets, financial markets expert, B. V. Krishnan, sums up the outlook for US equity markets and shares his reflections on the long-term value of fiat currencies and the role of gold in investment portfolios.
The ‘Powell Put’ and more
In this third instalment of the series on the outlook for equity markets, financial expert B.V. Krishnan discusses the positive factors, interventions, and their impact on the direction of the equity markets.
It is a long and grinding road ahead
A confluence of factors from geopolitics and de-globalisation, to unemployment and weak consumption trends entwine the fundamental economic outlook at this time.
To sell or not to sell, that is the question
In this first of a six-part series, financial markets expert, B V Krishnan shares his outlook on the historicals of the US markets, as they continue to drive the equity market sentiment across the board. Many friends have asked me about my outlook for the equity markets, in the US and in India, in these uncertain times. In response, I am putting down my thoughts in this six-part series. The analysis is intentionally concise, across a few different dimensions. The [...]
The Indian financial system – Shaken, not stirred
An industry expert elaborates on the reforms that will be necessary to elevate India’s position in the new world order. Highlights: India needs banks to be governed and managed in an independent manner, devoid of perceived or real government involvement. Insurers and pensions need to be part of the credit markets for the long-nascent corporate bond market to develop. Banks and other credit market participants should be permitted to strip the credit risks that they take on, and actively and [...]