Beginning of Fed Taper – Impact on India and other Emerging Markets

  Two major events scheduled on the 18th of December, were seen as deciding factors for the stock market movement in India by the end of 2013. First was the announcement of monetary policy by the Reserve Bank of India (RBI) governor. Raghuram Rajan beat the market expectations of a hike in interest rates and surprised… Read More Beginning of Fed Taper – Impact on India and other Emerging Markets

Diversification Dilemma

Diversification has given way to focus in developed countries like the United States and the United Kingdom,  and has often been correlated with lower performance. In contrast, diversified business groups have been hugely successful in most emerging markets, particularly in Asia. Since the mid 1980s, strategists in countries like the United States and the United Kingdom… Read More Diversification Dilemma

Currency crisis in the Emerging Markets

. The year 2013 has seen a global sell off resulting in the fall of currency in most emerging markets including Brazil, India, South Africa, Indonesia and Turkey. The charts below show the currency movement of the emerging nations versus the US Dollar in the last 5 years. (Source: http://www.xe.com/currencycharts )         Brazilian Real has… Read More Currency crisis in the Emerging Markets