Thoughts and Reports
-
Market Linked Products and Returns there off
Market-Linked Products, Rising Prices and Falling Future ReturnsMany investors assume that rising participation in market-linked products automatically strengthens markets and improves wealth creation. However, there is another side to this process which younger investors and students of economics should understand carefully.When market-linked products continue attracting money even after delivering only modest or poor returns, the… Continue reading
-
Household Expenditure on Energy
Many people think that the solution to high crude oil prices is “cheap fuel.” But for an economy, that is not always true. The real objective should be this: Household expenditure on energy as a percentage of income should remain stable over decades. There is an important difference between: If fuel becomes very cheap whenever… Continue reading
-
Weakening Rupee
Friends, the rupee being under pressure does not necessarily mean Indian markets must remain weak. In fact, a weaker rupee can make Indian equities more attractive to global investors because every dollar converted now fetches more rupees. If Indian stocks are already reasonably valued, this itself can become an invitation for fresh FII inflows. Moreover,… Continue reading
-
Oil Shock… Only temporary
Even in the worst-case scenario of severe disruption in West Asia and sharp spikes in crude oil prices, investors should remember one crucial reality: the damage would become so economically unbearable for the world that nations, industries, and markets would be forced to adapt rapidly.Unlike past decades, the world today has scalable alternatives: solar, batteries,… Continue reading
-
Game of Life… How to Play it
In every game, you are never given the power to decide how your opponent will play. Life follows the same divine design—you cannot shape the actions of others, nor foresee the trials they may place before you. What rests in your hands is only your own conduct, your steadiness, and your faith.Walk your path with… Continue reading
-
Market Note
Market Note: Emerging Domestic Strength and Market DirectionRecent political signals from states such as West Bengal, Assam and Tamil Nadu reinforce the broader trend of political continuity, which supports policy stability at the centre. This, in itself, acts as a positive sentiment anchor for markets.At the same time, a review of past data suggests that… Continue reading
-
Monetary Stability in Age of Uncertainty
A Calibrated Proposal for Monetary Stability in an Age of UncertaintyToward a Proportionately Convertible, Dual-Reserve Currency FrameworkAbstractThe contemporary monetary order, centered on fiat currencies and anchored largely by the US Dollar, has enabled unprecedented expansion in global output and financial integration. Yet, it also exhibits increasing sensitivity to leverage cycles, geopolitical disruptions, and confidence shocks.… Continue reading
-
AI – Automation
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_ai-automation-futureofwork-share-7455503888956256256-94iK?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
Panch Tattva Wisdom 