Kenneth Andrade Shares A Trend @KotakSecurities #KotakMidCapMeet15
December 11, 2015 Leave a comment
Kenneth Andrade holds that India is transiting from a high to low interest rate economy.
This confirms my belief since late 2007.
This interests all those of us on a long term, multi-decadal/ multi-generational wealth-building journey.
We need to focus on locking in prevailing higher rates on fixed income instruments for as long as possible. Or construct such instruments for ourselves.
There will be spikes in interest rates in future, but at the end of each cycle, interest rates will keep trending lower.
The term “Dutch disease” originates from a crisis in the Netherlands in the 1960s that resulted from discoveries of vast natural gas deposits in the North Sea. The new found wealth caused the Dutch guilder to rise, making exports of all non-oil products less competitive on the world market.Today the term is used in the context of exchange rates,to refer to the negative consequences arising from large increases in a country’s foreign currency inflows including – foreign direct investment, foreign indirect investment,foreign aid etc in addition to the ill effects on non-resource industries a by the increase in wealth generated by the resource-based industries. 
wealthymatters 