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.

Showing posts with label inflation. Show all posts

Sunday, 2 July 2017

US Stock Market Snapshot

Tuesday, 23 August 2016

Chart of the Week - S & P 500 real sales growth

The chart of the week is via multpl.com and tracks real sales growth of the S & P 500 companies. Real sales growth as measured by the annual change in sales adjusted for inflation entered negative territory in 2015 and continues to remain so. The last time this occurred was in 2009. Will there be a similar price adjustment to reflect the declining fundamentals?

Tuesday, 12 July 2016

Chart of the Week - Historical Inflation View

The chart of the week is courtesy MarketWatch and shows inflation levels over time. We have been in a dis-inflationary phase for over 20 years now and could soon enter a deflationary spiral as record levels of quantitative easing (QE) have failed to spark an upthrust in inflation:

Tuesday, 13 October 2015

Interesting Market News and Views from global financial markets-2

Stock Market Crash October 2015? 9 of the 16 Largest Crashes in History Have ... - Charisma News | stock market | Scoop.it

From www.charismanews.com - October 9, 8:06 PM

Interesting Market News and Views http://t.co/z8SoLSOiMW pic.twitter.com/cEU7a7sC6o
— samuelR (@RajveerRawlin) October 14, 2015

Wednesday, 10 June 2015

Some Great Reads from the World of Economics and Financial Markets

VELOCITY of Money Below Great Depression Levels
Forecaster Martin Armstrong writes on how the velocity of money today is below levels that were observed in the Great Depression (#greatdep).

Are We in a Stock Market Bubble?

Tara Clarke at Money Morning analyses Nobel Laureate and Yale professor of economics Robert Shiller's views.

China’s soft May inflation increases calls for fiscal stimulus

Craig Erlam at MarketPulse discusses the rational for a #stimulus in China following soft inflation figures.

Guess How Many Nations In The World Do Not Have A Central Bank?

Michael Snyder at the Economic Collapse Blog provides an insight on countries with and without Central Banks.

3 Things to Remember When Trading Bigger Forex Positions

Dr. Pipslow at BabyPips.com offers some key pointers on trading large Forex positions.

The Sound of an Improving Labor Market

Barry Ritholtz at The Big Picture writes about the improving labour market in the US.

NIFTY Death cross and support at the Neck line

San at Nifty charts and patterns provides a technical update on India's benchmark stock market #Nifty Index.

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.