The Bear Case for China
Despite its global ambitions, China stands on shaky economic ground. Its stock market has barely moved in the past 16 years, reflecting deep-rooted structural issues.… Read More »The Bear Case for China
Insights – Wealth Creation Blog
Perspectives on investment strategies and market trends with a view to create and preserve wealth.
What the Big Reset in Global Markets Means for Investors in 2025-26
Let’s start with the elephant in the room: global markets have taken a beating. Across geographies, investors are watching valuations tumble, driven by a once-in-a-generation… Read More »What the Big Reset in Global Markets Means for Investors in 2025-26
Economy and Market Updates – Conference Call on 22 March 2025
Speakers: Manoj Trivedi, Ram Medury Introduction We recently hosted our monthly economic and market outlook discussion, diving deep into the evolving global landscape and investment… Read More »Economy and Market Updates – Conference Call on 22 March 2025
How is Q4 Likely to Shape Up This Year and Its Impact on Markets
As we approach the end of the financial year, all eyes are on the fourth quarter (Q4) and how it will shape the markets. Historically,… Read More »How is Q4 Likely to Shape Up This Year and Its Impact on Markets
Will Tariffs Lead to a Big Global Market Correction?
Trade policies, inflation, and stretched market valuations are creating a fragile setup for global markets as we move into the latter half of 2025. With… Read More »Will Tariffs Lead to a Big Global Market Correction?
The Market Fall – Factors and Implications (Feb 2025)
The Indian stock market has experienced a significant correction over the past six months, with the Nifty50 plummeting from 25,200 levels to around 22,500 levels… Read More »The Market Fall – Factors and Implications (Feb 2025)
How India’s New Tax Laws Impact NRIs and Global Investors
India has introduced a series of tax reforms that tighten NRI taxation, enhance compliance, and align with global tax norms. These changes impact everything from… Read More »How India’s New Tax Laws Impact NRIs and Global Investors
What does RBI Monetary Policy Change Mean for Investors and Borrowers
The Reserve Bank of India (RBI) recently made headlines with its monetary policy announcement, which included a 25 basis point (bps) cut in the repo… Read More »What does RBI Monetary Policy Change Mean for Investors and Borrowers
A Smarter Way to Select Debt Funds
When most financial planners or investment advisors recommend debt funds to their clients, it appears that they are suggesting an unpopular choice. Despite being highly… Read More »A Smarter Way to Select Debt Funds
RBI’s Battle For Indian Rupee Amid Economic Pressures
Amid significant USD outflows of nearly ₹1 lakh crore and a strengthening dollar, the Indianrupee faces mounting pressure. The RBI has shifted its strategy to… Read More »RBI’s Battle For Indian Rupee Amid Economic Pressures
