Yearly Archives: 2020

Worsening Polarity

Secular behaviour isn’t driving the sustained momentum in our markets. Just about 100 stocks are keeping this market up. The bulk of scrips trading in our market is way below their pre-COVID-19 highs. Clearly, the market indices don’t tell the real story. Narrow momentum drives this. This momentum is concentrated…

Is it the Right Time to Invest in Solitaire?

The journey so far… We launched Solitaire in August 2019 with the promise of building a high-quality, value-driven portfolio that provides moderate and steady risk-adjusted returns with minimum volatility.   Global equity markets have witnessed one of the most tumultuous years ever. Nobody, including us, was protected in the steep crash of March 2020. However,…

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