Trend is changing

The Lehman crisis was about private sector The current crisis is sovereign debt crisis in which govt is leveraged and private sector has deleveraged that’s why Some Italian corporate bonds trade at a negative spread to sovereigns.italy’s luxury carmaker Ferrari… Continue Reading

Loneliness and eating alone

We are all more connected through social media but getting less socially connected Eating meals alone correlates with lifestyle unhappiness (based on the Living Well Index). I study trends and Addressing LONELINESS is going to be a big industry in… Continue Reading

Interesting FOMC minutes

 The FOMC is drumming in the word “symmetric,” which says that the central bank is comfortable with inflation being somewhat above 2%. In fact, according to the minutes, a period of above-2% inflation “could be helpful” to bring up inflation… Continue Reading

Trend coming to end

 …..flows to turn unfavourable for MF and insurance There is a retail bond issue slated to hit the market offering attractive rates ….. demonetisation led to cash coming back to financial assets including MF ,Insurance , CASA of banking system… Continue Reading