Watch out for more rupee relief.
Talking to HNI’s and investors gives one a clear sense of their despair that is set to turn into extreme anger. In […]
Defensives Vs Value – Time to shift?
The TCS results firmly re-established the Tech space as a defensive that the markets could depend upon. With INFY, HDFC, HDFC Bank, […]
Dividend In Before The Markets Dividend Out.
There are times when the markets reward excellence and punish under performance. The economy will usually be buoyant at such times. There […]
People never learn & I hope I am wrong
My best friends have all been calling me and asking the same question. “Should I buy property now ?”. Palpable anxiety will […]
Time to Re-balance Assets
2008-2013. Indian investors have burnt themselves at almost every asset class they invested. We say almost because the carnage in real estate […]
The rain gods will rule.
Everybody knows it. Almost nobody does it. ‘Buy low Sell high’ wasn’t meant for the theorists. It was meant for just about everybody, […]
Bridge the faith deficit now
The Indian investor was once identified with conservatism and savvy. He would always buy when assets sold low. He stayed out of […]
The Interest Should Shift Soon
Conventional thinking says that the markets should go up when the Central bank, RBI drops interest rates. This belief stems from the […]
Time for voluntary asset churn
A weak rupee brought back fears of a widening CAD and high inflation. That virtually sealed hopes of a rate cut in […]
Sowing Time Ahead
Equity aversion has been a natural option for investors who punted on sunrise sectors in 2008 and got badly burnt. The irony […]
Be on course
Quick edit: Investment cycles are usually long and boring. Parallels to a long running soap opera aren’t out of place. One sees […]
The return of Equity
The week that was has served an important pointer. The story certainly got tough for the risk averse investor. The fall in […]