Remin Francis I R

If you glanced at the news headlines, you probably saw a number that looked too good to be true. According to the latest government press release, India’s headline inflation rate for November 2025 is 0.71%. On paper, this is amazing news. It suggests that prices are barely moving. Compared to this time last year, when inflation was over 5%, we seem to be living in a completely different economic landscape. But if you are nodding your head thinking, "My bank account definitely doesn't feel...

This past week reminded markets that while inflation pressures have eased from their peaks, central banks are still far from declaring victory. Starting with Australia, the Reserve Bank of Australia kept its cash rate unchanged at 3.6% for the third straight meeting, in line with expectations. Borrowing costs remain at their lowest since April 2023. The RBA acknowledged that inflation has cooled sharply from 2022 levels, but the recent pickup has caught attention. While some of this appears...

The Indian asset management industry is witnessing a landmark event. ICICI Prudential Asset Management Company (IPAMC), a joint venture between two financial giants, ICICI Bank and Prudential Plc (UK), is going public. For investors, Asset Management Companies (AMCs) are often considered "high quality" businesses because they are asset-light, generate high free cash flow, and offer high Return on Net Worth (RoNW). However, not all AMCs are built the same. Here is a deep-dive analysis into the...