Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Premium

Macronomics: Understanding the Mad Market Move, Liquidity and Margin Pains

capital-mind-premium-featured-image.png

 

Here's a bit of the stuff that's been impacting the market. We'll try and put it in perpsective. Markets have fallen mostly because they were expensive, but we'll try and address the more colourful explanations running around.

The IL&FS Default

We've had a situation where IL&FS, a large infra lender and operator, has defaulted on its debt. What does it do? It builds roads, it runs schools, it is a market custodian and it finances . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial