Yearly Archives: 2016

Recalibrate Now

There is something about how retail investors measure performance. First, they anchor performance to their own expectations. Secondly, they want their whole portfolio to do as well as the market’s best performing fund. Finally, they believe that their portfolio performance should be independent of the market’s. You will notice that…

Awaiting Cash

The Math of Demonetisation is slowly emerging. Money mostly is finding its way to the bank. The banking system seems to be coming under the scanner for helping cash hoarders launder money. This is something we will hear more about. Consumption is slowing. Indirect Tax collections are likely to follow suit. Service tax will…

The Wait Continues

Demonetisation became the side story on Tuesday evening. The real story was reported in almost invisible columns in the dailies on Wednesday. What are we talking about? We are talking to the most deterrent tax law passed in our nation’s history. The Government amended the taxes related to concealed income.…

“Sell in December and go away” is a popular slogan among global investors. Seasonality in stock markets may defeat all rationality. Yet, there is no denying its existence.The difference is that FII’s are advancing their selling by a month. The reasons are both local and global. The rate hike in USA…

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