More in Finance


5 years

Fintech is Reshaping the Banking World

At the Huawei Financial Services Industry (FSI) Summit in Shanghai this week, the biggest financial services players in China were showcased.

5 years

Reflexivity Here In The Yield Curve & Everywhere

George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his billions, “breaking” the Bank of England, and is even an alleged mastermind of left-wing, political conspiracy theories. For me, though, Mr. Soros’s theory of reflexivity is his most impressive achievement. Introduced in his book, The Alchemy of Finance, I simply see reflexivity everywhere. In fact, we might be in the midst of a reflexive event of epic proportions as we speak.

5 years

Cheap Fed Liquidity Forestalls Deleveraging & Entices Debt

Over the past few months I revisited nearly everything I thought I knew about money and banking, and in particular, central banks. There are lots of strong opinions with respect to how and why they impact the investment markets and economy. As a macro-minded investor, these are crucial issues. As an Integrating Investor, there was only one way to get my arms around it—to dig in. I found that the Federal Reserve’s (Fed) impact is more indirect than I previously believed. Surprisingly, both Austrian and Keynesian perspectives support this.

5 years

Private Equity Still Votes for Commercial Real Estate

Commercial segment saw a total PE inflow of nearly USD 2.8 bn in 2018 - up from USD 2.20 bn in 2017 Office yields are 12-14% PA, rental yields for housing 2.5-3.5% Residential revival depends on returning investor interest

5 years

Indian Government Sops Boost Housing Sales by 12% in Q1 2019 over Q4 2018

New supply across top 7 cities up by 27% q-o-q – from 55,600 units in Q4 2018 to 70,490 units this quarter; defies conventional election period trends Pune and MMR see max. quarterly rise in both housing sales and new supply; absorption in Pune rose by 24%, in MMR by 19% Bengaluru frontrunner in shedding unsold stock; sees 9% decline in Q1 2019 over previous quarter & a 27% yearly fall New affordable housing supply sees over 47% q-o-q jump – from 20,800 units in Q4 2018 to 30,750 units this quarter Annual housing sales rise 58%, new launches up by 91% across the top 7 cities

5 years

Repo Rate Cut - A Perfect Start to a New Financial Year

As hoped for, the RBI has reduced the repo rate by another 25 basis points.

5 years

Housing Project Self-Completion: Far-Fetched or Viable?

Self-redevelopment of old, dilapidated housing projects in cities like Mumbai is a much-talked-about new phenomenon and is rapidly catching on because it is, in many cases, a practically possible proposition. Self-completion of stalled projects is, however, another ballgame altogether.

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