Think beyond the immediate
The week marked remarkable change in domestic investor sentiment. The Indian market story has long ceased to be a secular one. We […]
Yin and Yang – Indian Style
When DIIs sold, FIIs bought and when FIIs sold, DIIs bought. This was almost mistaken for some kind of Yin and Yang […]
Disruption Returns
The last week saw a heated debate on electric vehicles. This brought back intense focus to the threat, disruption poses to the […]
Priced to perfection
The investors are always more obsessed with knowing who is buying a stock than who is selling. The natural inclination is to follow […]
The Demon Remains
The one thing where market consensus is growing is that domestic inflows into equity aren’t going to slow down anytime soon. This […]
Valuation drivers always prevail
What should be a good time horizon to judge your investment performance? Should this time horizon be the same irrespective of where […]
Atypical Times
Corporate governance is an evolutionary phenomenon in an emerging market like India. We recognize that a statement with strong portent was made. […]