About

Ahead of the Curve provides analysis and insight into today's global financial markets. The latest news and views from global stock, bond, commodity, and FOREX markets are discussed. Rajveer Rawlin is a PhD and received his MBA in finance from the Cardiff Metropolitan University, Wales, UK. He is an avid market watcher, having followed capital markets in the US and India since 1993. His research interests include capital markets, banking, investment analysis, and portfolio management, and he has over 20 years of experience in the above areas, covering the US and Indian markets. He has several publications in the above areas. He currently teaches business and management students at CHRIST University. The views expressed here are his own and should not be construed as advice to buy or sell securities.

Featured post

Time Series Analysis with GRETL

This video shows key time-series analyses techniques such as ARIMA, Granger Causality, Co-integration, and VECM performed via GRETL. Key dia...

Thursday, 2 February 2017

Daily Forex Insight

Here are some insights from the currency strategists at dailyfx. They cover the fundamentals and technicals of key Forex pairs and other key markets along with some of the key economic news of the day. Today's commentary looks at all the recent Central Bank activity:

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My Favorite Books

  • The Intelligent Investor
  • Liars Poker
  • One up on Wall Street
  • Beating the Street
  • Remniscience of a stock operator

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Trading Ideas

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Economic Calendar

GMT-4   Event Actual Consensus
Wednesday, Apr 30
24h CH Labour Day
Thursday, May 01
04:30 UK Mortgage Approvals 64.309K 64.800K Revised from 65.481K
04:30 UK Consumer Credit £0.875B £1.200B Revised from £1.358B
04:30 UK Net Lending to Individuals (MoM) £13.8B £4.4B
07:30 US Challenger Job Cuts 105.441K
08:30 US Continuing Jobless Claims 1.860M
08:30 US Initial Jobless Claims 224K
08:30 US Initial Jobless Claims 4-week average
09:30 CA S&P Global Manufacturing PMI
09:45 US S&P Global Manufacturing PMI 50.7
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India Market Insight

My Asset Allocation Strategy (Indian Market)

Cash - 40%
Bonds - 20%
Fixed deposit - 20%
Gold - 5%
Stocks - 10% ( Majority of this in dividend funds)
Other Asset Classes - 5%

My belief is that stocks are relatively overvalued compared to bonds and attractive buying opportunities can come along after 1-2 years. In a deflationary scenario no asset class does well other than U.S bonds, the U.S dollar and the Japanese yen, so better to be safe than sorry with high quality government bonds and fixed deposits. Cash is the king always. Of course this varies with the person's age.