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 tulip mania. Show all posts

Wednesday, 14 December 2016

Interesting Charts from the World of Financial Markets

Tuesday, 4 October 2016

Chart of the Week - Bubbles in History

Bubbles are often created by cheap and easy money in the system. The table below is courtesy Greed & Fear via Seeking Alpha and looks at some of the most notable bubbles in history. Wonder how long is it going to take for this current global central bank engineered asset bubble to pop?
asset bubbles

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Economic Calendar

GMT-4		Event
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
04:30	UK	S&P Global Manufacturing PMI

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.