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 silver. Show all posts

Wednesday, 12 September 2018

Mid Week Market Insight

Some interesting moves in the commodity markets off late. The precious market complex is still languishing near its recent lows while crude oil is near its recent highs. This weeks report focuses on key developments in global commodity markets from some of the best asset managers, market commentators, financial analysts and CMT's of today:

Commodities

Thursday, 8 September 2016

Daily Market Insight

Here are some insights from the strategists at FXStreet. 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. Here is a review of the ECB decision and the outlook for some key commodity markets:

Sunday, 4 September 2016

Another Economic Collapse Round the Corner?

Is an economic collapse coming? Will precious metals offer a safe haven? Some interesting perspective from Milesfranklin.com

Economic Calendar

GMT-4		Event	Actual	Consensus
Friday, Jun 20
08:30	US	Fed's Waller speech
08:30	CA	Raw Material Price Index	-0.4%	-0.8%	Revised from -3.0%
08:30	CA	Industrial Product Price (MoM)	-0.5%	0.0%
n/a	US	Fed Monetary Policy Report
13:00	US	Baker Hughes US Oil Rig Count	438
Sunday, Jun 22
13:15	US	Fed's Daly speech
19:00	AU	S&P Global Services PMI
19:00	AU	S&P Global Manufacturing PMI
19:00	AU	S&P Global Composite PMI
Monday, Jun 23
03:00	US	Fed's Waller speech

Economic Calendar >> Add to your site

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.