The surprise that went soft.
The ability to surprise depends on two things. Expectations and preparedness. When you expect something or when you are too well prepared […]
RBI Policy and it’s impact
The Reserve Bank of India (RBI) cut its policy interest rate to a 4-1/2 year low of 6.75 percent on Tuesday, in […]
Have A Mind Of Your Own.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770845751{margin-bottom: 0px !important;}”]Sensex gazing is what most investors do all the time. One number gives them all the comfort or otherwise […]
Strike Gold in Equities
“Do you think I should buy now or should I wait for a little longer?” my conservative friend called to check with […]
Hold onto your conviction.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770974748{margin-bottom: 0px !important;}”]A week is a long time in the stock market. Markets have the uncanny ability to constantly change character […]
Right Price Quality
“Quality always comes at a price”. This often-repeated argument about mid-caps is suddenly looking a bit wobbly. The reason is that the […]
Fight pessimism with patience.
Global factors will dominate our markets in the coming weeks. Oil prices have trended down and settled to a soft regime. The […]
Look beyond the immediate.
The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a […]
We needn’t do what the FII’s do.
What should we expect from the markets? Should we wait even to decide what our expectations should be? We see investors getting […]
The long haul has just begun.
FII’s are taking out money now. They are always opportunistic” I heard an investor crib about how FII’s were bringing our markets […]