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uncertainity

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In Wealth Management

Will the equity market go up or down from here?

3 Mins Read

Equity markets are giving mixed signals. Many people are wondering whether the markets will go up or down from here.Here is my take.Below are the factors which could lead to further market decline:1. Tariff wars leading to retaliatory actions from different countries. In such wars, everyone suffers. It leads to inefficiency, unpredictability, and distrust in the system, leading to higher inflation and a slowdown.2. Disappointing corporate profitability: Uncertainty results in delayed decisions and outcomes. A correction in…

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Asset Allocation, value investing
In Wealth Management

Diversification to deal with uncertainty

3 Mins Read

We live in an uncertain world that is rapidly changing. The winners of yesterday will not be winners of tomorrow.Mega themes like de-dollarization, deglobalization, climate change, and reshoring/friendshoring are shaping the world differently from what we have seen over the last few decades.Excessive money supply with falling interest rates reaching zero in 2020 boosted asset prices worldwide, leading to a widening gap between haves and have-nots. This dissonance has been one of the catalysts driving major fundamental…

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