36 results for “Japan”

[Podcast] A Structured Approach to Cash Calls

Inside Japan's 1980s Asset Price Bubble: The Lost Decades

Japan's Nikkei index recently hit a lifetime high, closing a 34-year chapter in financial history. This article delves into the dramatic rise and fall of Japan's economy, from the dizzying heights of the 1980s bubble to the prolonged bear market that followed. Explore the concept of 'Kamikaze Capitalism,' the impact of the Plaza Accord, and the fascinating world of 'zaitech' financial engineering. Understand how property speculation, art market frenzies, and government policies contributed to one of the most spectacular economic bubbles in modern history. Learn valuable lessons from Japan's 'Lost Decades' and their relevance to today's global economy.

[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI is Outlier, 5 Good Reads & More

Quick glance 🔆 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 Transport Corporation of India 🔆 What's on YouTube: Booming bank credit, Bajaj Finance & More

[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?

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

Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

Podcast #27: The run on debt mutual funds. Is your money safe?

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

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

Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

Bajaj Auto and Honda Motorcycles Sales Contracts, Industry Ends The Year Up 3.8%

Honda Motorcycles & Royal Enfield Defy The Demonetization RoadBlock With A Positive Growth

Lupin Acquires Branded Product Portfolio from Shionogi in Japan

A Rough Day For The JPY Takes Maruti Down As It Rises

On Slack: Japan’s Slow Economy, Oil for drugs deal, Confession of a Value Investor, Suzuki's Indian White Knight and more...

Fed Minutes and Suzuki Testing Scandal - Short Notes

On Slack: Yes Bank NPA battle, Vodafone IPO, China's housing bubble, 10% reservation, Facebook friends = Related Party, Bad-loan menace, Mr Modi & markets, Puerto Rico Default and much more...

Webinar With AP - Intermarket Relationships & The Maruti Trade

On Slack: Japan’s population, Macro Eco Survey 2016, Flipkart mark down, DDT hurdle, Camarilla pivots, U.S. shale output falling, PDF is evil and more....

Japan's Desperate Move: Negative Interest Rates And Continued Equity Buys

The Economics of the Bullet Train and Whether It Makes Financial Sense To Take a 0.1% Loan

Steel Duty Hike Will Not Change Anything as Long as We Have FTAs with Japan and Korea

Japan Shocks With Negative GDP Growth

One QE Ends, Another Goes Ballistic: Japan Hikes QE and Triples Stock Purchases

Japan-The Land of the Declining GDP?

Video: How the Economic Machine Works, by Ray Dalio

Video: Buckner Says Hyperinflation Could Come Soon in the US

The Right Kind of Pain

American Nuclear Tech: It’s About Japan

At Yahoo: The Japanese Fallout: Is Nuclear Power Dead?

Readings: Japan, Expert Advise, Sec Theater

Doing a Japan?