33 results for “Budget”

Of Budgets and Tariffs

[Podcast] A Structured Approach to Cash Calls

[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More

🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A note on Butterfly Gandhimati Appliances 🔆 What's on YouTube: UPI is not killing toffees, Wipro woes & More

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

[Podcast] CBDC - Can RBI make a big leap into the future with digital currencies?

There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray build up this discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up a context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency framework - Central Bank Digital Currency (CBDC). Key Points  ▪️ How CBDCs are not cryptocurrencies? And how are they different? ▪️ Is CBDCs actually required or is it a response to the popularity of cryptocurrency? So basically, why now? ▪️ Is the CBDC likely to be anonymous like cryptocurrencies? ▪️ Can CBDCs be an alternative to the SWIFT system given how ▪️ Russia has been isolated by the world right now? Impact of CBDC on Monetary and Fiscal policies?

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

EP41: Term Insurance - Why and when do you need it?

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

How the Govt borrows and why you should lend to them directly

Podcast #32: Getting started with health insurance

In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health insurance.

Podcast #24: How big is LIC anyway?

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

Podcast: The Stubborn Cost of Capital in India (Episode 3)

Video: Views on the Budget

Budget 2018: The Rural Side of the Budget, and It's Huge

Chart: Budget, Markets and the Aftermath

Budget 2015: Live Updates

Interviewed at ET Now: My take on Defense, Auto and Large Cap IT

Strong Mandate, Weak Budget

Our Take on the Budget: What Just Happened?

Live Blog: Budget 2013

Quirky Budget Facts

Budget 2012: Live Blog

My Live Budget Commentary

Budget 2011: Chat Transcript

At Yahoo: Budgets and Stock Markets

Budget 2010: Sector Impact

Markets Love The Budget

Budget 2010 on Twitter

Budget 2010 Quick Summary

Budget Impact: Tech

Budget 2007

Absent in Budget 2007