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.

Thursday, 20 April 2017

Daily Market Insight

Here is the daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FOREX and Commodity markets:

Wednesday, 19 April 2017

Daily Market Insight

Here is the daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FOREX and Commodity markets:

Tuesday, 18 April 2017

Daily Market Insight

Here is the daily insight from global financial markets. Today's post is an aggregate of interesting news and views form the Stock, FOREX and Commodity markets:

Economic Calendar

GMT-4		Event	Actual	Consensus
Thursday, May 15
10:00	US	Business Inventories	0.1%	0.2%
10:00	UK	BoE's Dhingra speech
10:30	US	EIA Natural Gas Storage Change	110B	110B
11:30	US	4-Week Bill Auction	4.220%
14:05	US	Fed's Barr speech
18:30	NZ	Business NZ PMI
23:00	NZ	RBNZ Inflation Expectations (QoQ)
Friday, May 16
02:30	CH	Industrial Production (YoY)
08:30	US	Building Permits (MoM)		1.450M	Revised from 1.482M
08:30	US	Housing Starts (MoM)		1.370M

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.