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Ahead of the Curve provides you with 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 includes areas of Capital Markets, Banking, Investment Analysis and Portfolio Management and has over 20 years of experience in the above areas covering the US and Indian Markets. He has several publications in the above areas. The views expressed here are his own and should not be construed as advice to buy or sell securities.

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Time Series Analysis with GRETL

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Showing posts with label deflation. Show all posts
Showing posts with label deflation. Show all posts

Tuesday 3 November 2015

Interesting Market News and Views from Global Financial Markets-5

1) As China's Stock Market Crashed, These Hedge Funds Rose 70% - Bloomberg


As China's Stock Market Crashed, These Hedge Funds Rose 70% - Bloomberg | stock market | Scoop.it

From www.bloomberg.com - November 2, 3:32 PM
China’s summer market selloff wasn’t a total rout if you were one of the country’s top-performing hedge funds that gained an average 70 percent as almost 1,300 other funds were wiped out."

2) Europe in Deflation: Got (cheap) Milk? - The Market Oracle


Europe in Deflation: Got (cheap) Milk? - The Market Oracle | stock market | Scoop.it

From www.marketoracle.co.uk - November 2, 3:30 PM
Europe in Deflation: Got (cheap) Milk? :: The Market Oracle :: Financial Markets Analysis & Forecasting Free Website"

3) S&P 500 Earnings On Track For First Fall Since 2009 - Investor's Business Daily


S&P 500 Earnings On Track For First Fall Since 2009 - Investor's Business Daily | stock market | Scoop.it

From news.investors.com -November 2, 3:29 PM
S&P 500 companies appear set for their first year-over-year earnings decline since 2009, led by energy woes and a sluggish global economy."






4) Wall Street's October stock-market performance was scary good - MarketWatch


Wall Street's October stock-market performance was scary good - MarketWatch | stock market | Scoop.it

From www.marketwatch.com - November 2, 3:29 PM
What a difference a couple months can make. Shrugging off global-growth fears that dogged the market back in August, Wall Street managed to log one of its best monthly gains in years."

5)The global stock market crash, explained


The global stock market crash, explained | stock market | Scoop.it

From www.vox.com - November 2, 3:29 PM
Why investors in Europe, China, and the United States all got spooked on Monday."

6) Memo to Bulls: Stock Market Crash Looming in 2016 - Profit Confidential


Memo to Bulls: Stock Market Crash Looming in 2016 - Profit Confidential | stock market | Scoop.it

From www.profitconfidential.com - November 2, 3:27 PM
The bulls are starting break open the champagne, but the chance of a stock market crash in 2016 is growing."





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Wednesday 28 October 2015

Interesting Market News and Views from Global Financial Markets-4

1) S&P 500 back in black for 2015, Nasdaq leaps 2.3% - USA TODAY


S&P 500 back in black for 2015, Nasdaq leaps 2.3% - USA TODAY | stock market | Scoop.it

From www.usatoday.com - October 26, 6:56 PM
Tech stocks power the rally on strong earnings from Microsoft, Amazon.com, Alphabet."

2) Bear Market History: The 10 Biggest S&P 500 Pullbacks - Money Morning


Bear Market History: The 10 Biggest S&P 500 Pullbacks - Money Morning | stock market | Scoop.it

From moneymorning.com - October 26, 6:56 PM
There are multiple signs pointing to a bear market in 2015. That's why we've compiled a list of the 10 worst drops in bear market history."







3) What's Really Driving the Stock Market's Big Rebound Rally? - The Fiscal Times


What's Really Driving the Stock Market's Big Rebound Rally? - The Fiscal Times | stock market | Scoop.it

From www.thefiscaltimes.com - October 26, 6:56 PM
A combination of solid earnings (especially in tech) — as well as a fresh interest rat"

4) The S&P 500 is up an impressive 0% this year - Business Insider


The S&P 500 is up an impressive 0% this year - Business Insider | stock market | Scoop.it

From uk.businessinsider.com - October 26, 6:56 PM
Stocks, emerging market FX, and oil are well off their lows."

5) Techs lead Wall St. higher; S&P 500 erases 2015 loss - Reuters


Techs lead Wall St. higher; S&P 500 erases 2015 loss - Reuters | stock market | Scoop.it

From www.reuters.com - October 26, 6:49 PM
A tech share rally drove U.S. stocks up sharply for a second day on Friday as earnings from companies including Microsoft beat analysts' expectations, while healthcare shares rebounded from recent losses."

6) What If The US Is Japan And Deflation Is Fate? - Seeking Alpha


What If The US Is Japan And Deflation Is Fate? - Seeking Alpha | stock market | Scoop.it

From seekingalpha.com - October 25, 9:36 PM
Make no mistake about it – while we can talk about daily market movement and the news du jour, the reality is we live in a very small sample. The biggest macro"





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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.