The Alt View
Our Insights on the World of Alternate Investments
India-EU FTA: Patient Capital’s Strategic Trade Edge
India and the European Union have concluded a landmark pact that the European Commission calls “the most ambitious trade opening India has ever granted.”
- Jan 27
- 5 min
India's Exceptional Underperformance in 2025: A 30-Year Anomaly likely to correct itself!
India's equity markets have delivered their worst relative performance against emerging markets in three decades. The MSCI India index has gained a mere 2-2.5% in US dollar terms year-to-date, sharply trailing the MSCI Emerging Markets index's 29% odd surge and the broader MSCI Asia Pacific ex-Japan's 25% odd advance.
- Dec 31
- 5 min read
All Resources
Farewell to the Oracle
As Warren Buffett steps down as CEO of Berkshire Hathaway on December 31, 2025, handing the reins to Greg Abel while remaining chairman, his influence endures forever. Buffett built a fortune not on Wall Street flash - high-frequency trades or derivatives, but on patience, clear thinking, and true value investing.
RBI's Decisive Move: A Shot in the Arm for Indian Equities, Especially NBFCs and SMID Banks
In a move that has been widely anticipated, the Monetary Policy Committee (MPC) unanimously opted for a 25 basis point (bps) cut in the repo rate, bringing it down to 5.25%.
Japan's Monetary Reset: JGBs, Yen Carry Trade & Global Impact
The financial world is currently witnessing a tectonic shift emanating from an unlikely source: Japan. After decades of ultra-loose monetary policy and near-zero interest rates, Japanese government bond (JGB) yields have surged to multi-decade highs, sending ripples across global financial markets.
The Unseen War: Rare Earths, AI, and the Geopolitical Scramble for Critical Minerals
The world is seemingly at peace, at least on paper, when it comes to the critical rare earths trade between the US and China. A one-year truce, brokered late last year, saw Beijing temporarily ease some of its most recent, expanded export controls on these indispensable elements.
US Large-Cap Craze: Investors Pour Record Billions into Vanguard S&P 500 ETF ($VOO)
Investors are currently exhibiting an undeniable affinity for US large-cap stocks, channeling monumental sums into benchmark exchange-traded funds (ETFs) that track this segment of the market.