Valtrust Thought Series - Valtrust Capital

Farewell 2018 : Welcome 2019

The market feels really bad..and the feeling is correct. A lot of people have tried to give it a name: A bear? A roiling bear in a cyclical bull? A pull back? A correction. No matter what you call it, it isn’t fun. Let’s start with the US: There is growing concern among economists and market experts about the future for U.S. growth. As per Morgan Stanley, tax cuts benefits will fade and U.S. economic...

Oil: A Quick Perspective

In September 1960, the Organisation for Petroleum Exporting Countries (OPEC) was created; OPEC became the world’s biggest oil producer and Texas lost control of oil price. When OPEC demanded gold in payment, the U.S. was forced to abandon the connection between the dollar and gold. The U.S. economy was hit with soaring energy prices, inflation, interest rates and of course the stock market crash. OPEC held its position of pricing power for decades driven by the fear that production had peaked,...

Change the way you invest

With the rapid development of technology in the 21st century, the world is becoming smaller by the day. The invention of SmartPhones and high powered portable computers has been a pivotal moment for humanity. Now, one has access to over 1.2 million terabytes of data right at their fingertips. Moreover, Continuous innovation in technology has led to an exponential advancement in the financial world. Investors have transparent access to their portfolios, and the power to...

Update on IL&FS Group and its recent downgrades

IL&FS (Infrastructure Leasing and Financial Services) finances and develops infrastructure across the country, on its own and through a range of group companies. The group is among the largest in the infrastructure space, both on lending and on development. On 8th September, rating agency ICRA downgraded debt papers of IL&FS by several notches, across maturities. Other rating agencies such as CARE have also downgraded papers of IL&FS and its group companies. What happened and what’s the fallout for debt funds?...

The need to invest in Global Tech

How tech is dominating our lives? The routine for most of us no matter what age… you get up and check your Whatsapp messages – the good morning messages on the groups – friends, family, colony group. Then comes emails, followed by some Facebook updates, then there are some notifications on news while you were sleeping, followed by Twitter updates. You then decide to check the calendar for the meetings lined up. You are also...