Nervousness Returns
The RBI’s monetary policy announcement did not do much to improve the market sentiment. The clear shift in stance, willingness to be […]
Hitting The Ground Running
A new cabinet took office last week. Economic data for the last year was released shortly after. Clearly, the new government has […]
Guidance Woes Return
The last week saw turbulence in the guidance of a global Indian IT giant. They marked their guidance down taking their stock […]
Will Trends Turn Decisive?
Three phases of polling are over. We are past the midway mark. Pollsters are slowly spotting a decisive trend. They won’t put […]
Time To Investigate
Ask any experienced market participant about prevailing valuations and the response will be more or less the same. Experienced investors find it […]
Steel Your Nerves
The first phase of polling is behind us. The fate of 91 Lok Sabha seats is already sealed. The second phase comes […]
Elections & The Stock Market
Elections bring about a speculative element about what they could mean for the stock market. The stock market is fickle and reacts […]
Trading Summer Begins
A new financial year has begun on a positive note. Flows seem to be improving from both domestic and foreign investors. Indices […]
Debt Note: RBI’s Monetary Policy – April 2019
Investment Strategy: Monetary policy plays an important role in determining investment strategy. At this juncture, high quality short to medium term funds […]
Adieu FY 2019
Another financial year draws to a close. For investors, it was a forgettable year. While domestic investors showed sustained commitment to Indian […]
Election Fever Begins
Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a […]
To Bet or To Invest
Elections have a way of mixing up the market’s calculus. During elections, markets always try to second guess outcomes, check if there […]