Tag: value

market-wrap-take-positions

Take Positions

The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. Oil prices predictably spiked. Several domestic banks reported their worst numbers in recent history. Provisioning norms enforced by the RBI seem to have taken a toll. The political…

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Keep Your Chin Up

When markets correct sharply, where are you looking?  This question assumes special significance as the indices are down 10%+ from this year’s highs. And the lows don’t seem imminently near. Effectively, we are now in a market where everybody has overplayed their hand. And, when you have overplayed your hand,…

Preparation Hour

The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves towards the end of a financial year, that exaggeration is swiftly disappearing and getting replaced by fear. We could see an overreaction on the other side too. And,…

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