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Global Macro Investing, Part VI
Note: Indian investors need to check for compliance with FEMA rules and RBI guidelines on investment abroad, particularly so for any...
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May 30, 20152 min read
Global Macro Investing, Part V
The Euro (Note: this post is sympathetic to the political views expressed by the author of what I consider to be the best book on the...
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May 29, 20154 min read
Global Macro Investing, Part IV
In part 3, I explained why the dollar story is the single most important thing to watch out for in 2015. In part 4, we will take a brief...
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May 28, 20153 min read


Global Macro Investing, Part III
A global macro investor needs to understand all asset classes: currencies, commodities, equities, bonds and real estate. In my first...
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May 27, 20153 min read


Global Macro Investing, Part II
In my last article, I contrasted international investing under the British Empire to global macro investing today. In this article, I’ll...
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May 26, 20154 min read
Global Macro Investing
In my previous article, I wrote about different investment methodologies. In this article, I want to focus more on one particular type of...
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May 25, 20153 min read
A Primer on Investing
Introduction Investing is the act of deploying your savings to generate returns. The approaches towards investing can be classified into...
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Apr 22, 20154 min read


Deflation, Inflation and Hyperinflation
Note: This post is intended for an audience for whom it is obvious that we are fast approaching the end game of the dollar collapse. The...
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Apr 17, 20157 min read
100 Years of Central Banking: Crises and Consequences
Talk given at DoMS, IIT-M as a part of Finance Club on August 5, 2014 #Fed #Gold #History
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Aug 8, 20141 min read


Sorry Mr. Christensen, but there is no Capitalist’s Dilemma
Prof. Clayton Christensen of Harvard Business School and The Innovator’s Dilemma fame penned an article for Harvard Business Review June...
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Jun 6, 201413 min read
Translating the RBI Governor’s April 2014 Speech
The RBI Governor’s speech at the Brookings Institution on April 10, 2014 garnered a lot of attention from the central bank watchers. A...
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May 30, 20143 min read
The Rise of Consulting
McKinsey & Co. Consulting as a separate industry was born with the launch of McKinsey (the Firm) by James O. McKinsey, an accounting...
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May 29, 20144 min read
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