Performance Reports

Wish you all a very Happy New Year! 2022 was not the best year for most of the asset classes. Cryptocurrency and VC funds were the worst-performing assets in 2022 with a steep fall in valuation. Indian equities bucked the trend and have been an outlier this year, with the benchmark indices Nifty delivering positive … Read more

November was a month of contrasting performance. While the conventional equity market and alternative investment did well, crypto had one of the worst months, thanks to the FTX Fiasco.  Sam Bankman, the owner of FTX and apparently a fraud went on to become from the JP Morgan of crypto to the Bernie Madoff of crypto. … Read more

October was a happening month for the global economy and the markets. Most of the developed markets showed a strong recovery in October but emerging markets fell. Chinese equities have become one of the worst performers in the world and the weakness continued as the Communist Party Congress signaled no let-up in the zero-Covid policy … Read more

This month was quite eventful for the global economy keeping all asset classes volatile.UK’s economic decline has spiraled into a currency crisis, threatening to expose the fragility of global efforts to crush inflation. Events like Russia’s default in 1998 and, more recently, Greece’s debt crisis highlights that individual events can trigger wider financial turmoil. Rates … Read more

This month the world’s leading economic authorities sounded the alarm about the forces working against the Federal Reserve, European Central Bank, and other central banks as they combat the worst inflation in decades. A  shallow, but the long, recession that stretches over five quarters in the US, and a much deeper recession in Europe is … Read more

  April had a very nervous outlook for the traditional and crypto markets. The spread of covid in China, expected steep interest rate hikes in the US, rising inflation, and the Russia-Ukraine war are adding to concerns about global economic growth. Inflation woes can already be seen in rising commodity and food prices.   Cryptocurrency … Read more

This year is turning out to be a crazy volatile ride for most investors. The ongoing Ukraine crisis had a detrimental impact on the global equity market but was instrumental in driving the commodity and crypto prices up. This market behavior really highlights the need to have a diversified portfolio not just across assets but … Read more