Sudip Bandyopadhyay’s Blog

Rapid economic growth over the past decade or so has had its welcome trickle-down effect in rural India , with a healthy growth in income. Better connectivity – both roads and telecom with cities and electrification have boosted productivity and brought hitherto urban-only products and services to rural doorsteps, fuelling a consumption boom that famously [...]

From the time in the early 1980s when the Derivatives first started trading, in a short span of less than 30 years the derivatives market has become the biggest market in the world. At the end of last year, contracts with a face value of $636,431bn were swirling around the world’s financial system, according to [...]

India is poised for exponential growth during the next 5 years.  This growth is expected to be significantly higher than the European and US economies.  Consequent upon this, India will continue to attract more and more investments from abroad.  Proportionately more domestic savings will also get channelised to the capital market both directly and indirectly.
Return [...]

In the Hindi blockbuster movie Gajini, the lead actor suffers from a disastrous aliment “Short-term Memory Loss”.  The current market euphoria across the world reminds me of a similar mental state for investors across  asset classes who are unable to grasp the toughest lessons of last year’s global economic crisis.  The crisis was predominantly about [...]