About

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.

Showing posts with label money. Show all posts

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.