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Kashyap Sriram
May 30, 20152 min read
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...
Kashyap Sriram
May 29, 20154 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...
Kashyap Sriram
May 28, 20153 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...

Kashyap Sriram
May 27, 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...

Kashyap Sriram
May 26, 20154 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...
Kashyap Sriram
May 25, 20153 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...
Kashyap Sriram
Apr 22, 20154 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...

Kashyap Sriram
Apr 17, 20157 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...
Kashyap Sriram
Aug 8, 20141 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
Kashyap Sriram
Jul 21, 20143 min read
Bitcoin cautions users of Fiat Currencies against Risks
My reply to an RBI notice: RBIÂ cautions users of Virtual Currencies against risks Bitcoin has today cautioned the users, holders and...


Kashyap Sriram
Jun 6, 201413 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...
Kashyap Sriram
May 30, 20143 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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