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: Green Shoots and Why We Think Interest Rates Are Likely To Fall in 2019

Premium-Image.png

The macro is never important until it is. Right now, there's some fear in the market about :

IL&FS . If you say IL&FS the stock market falls. NBFCs. Which is another four letter word, and the wrong one apparently. The fear is they will all default and then go to zero. Interest rates: the US will keep raising rates and we'll all die. Indian fiscal deficit: The government is in deep trouble and . . .

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