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The World As We See It

May 2020

Global

The global economy has been hit hard with the ongoing pandemic. COVID-19 has implications for global health and wellness, economy, and businesses. Global growth expectations have fallen off a cliff - from a 3.3% growth predicted for the year by IMF in their January 2020 publication, they have swiftly changed to it a negative 3% prediction. While the recession started in the real economy with forced lockdowns and production halts,…

Working From Home - A New Paradigm?

May 2020

A lot has been said and heard about work from home (WFH), hasn’t it? Yes, and a lot remains to be understood, experienced and then improvised upon. Remember, WFH has become a reality for the majority of us only since the past two months. Normally, we shove ourselves in overcrowded trains and buses to reach our work place by 9AM to do what could have been done from the luxury of our…


Digital India

• 17th Sep, 19  

By Rajesh Sehgal (Managing Partner, Equanimity Investments)

This article was published in the Q2 2019 edition of BDO India's The PEriodical, a Quarterly Private Equity Newsletter 

Various estimates, including World Bank, IMF, ADB and a variety of rating agencies, peg India’s growth rate to be in the region of 7% per annum, over the foreseeable future. Prime Minister, Narendra Modi has set a target of making India a USD 05 trillion economy by 2024. This implies a near doubling…

 

New kids on the block - India's startups

• 12th Sep, 19  

By Rajesh Sehgal (Managing Partner, Equanimity Investments)

If you drill down to the basics, you will realise the true reason why you invest at all. It is to generate returns so that you are able to create a nest egg for your future years. It is to ensure that your money is working as hard as you are for all your productive years, and provides you with a cushion in your time of need. So, how…

 

The Return Of Emerging Markets

• 18th Feb, 19  

By Mark Mobius (Investor and Investment Committee Member, Equanimity Investments)

Emerging markets have suffered a downturn in 2018. The threat and then reality of a trade war, accompanied by the strengthening dollar, have contributed to a bear market. Currencies have weakened in the vast majority of developing nations, while Turkey and Argentina have suffered a financial crisis. The MSCI Index has fallen around 16% so far this year.

While this all sounds like bad news, there are…

 

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