The Data Surprise
On Friday, the released US jobs data was a huge positive surprise. This coupled with a weakening dollar gave the stock market […]
Rotation Gains Currency
The markets are at peak polarization on valuations. We have an extremely expensive part and a very inexpensive part. There is no […]
Bear Market Investing Strategies
Equity markets are battling bear sentiments in the backdrop of the COVID-19 pandemic. This is the steepest crash markets witnessed since the […]
The Lift Off Begins
The RBI delivered on the government’s announcements. Another rate cut extended moratoriums on loans until August 31st, and changed credit exposure limits […]
Investing With & Without a Plan
Investing without a plan is like driving directionless on an unknown road. A map indicates your destination and the best path. Without […]
Stimulus Signals
The signals from the stimulus are crystal clear. It is more monetary than fiscal. Clearly, the government is trying to bet on […]
Dalal Street Signals
It was a very busy week on Deal street. Reliance came up with two back to back private equity deals for its […]
Beyond The Bounce
The good news from India’s big business triggered the stock market bounce. A swift, big capital raise will follow this good news. […]
Financial Anxiety: The Reason For Your Bad Decisions
The pandemic may cause layoffs and unemployment to spread well beyond the services industry. Money becomes a huge source of anxiety for […]
The Crisis in Debt
Naturally, equity investors think that a crisis in debt funds will not affect them. They tend to see equity and debt as […]
What Went Wrong With Franklin Templeton’s Debt Funds?
Debt Markets & COVID-19 COVID-19 has new surprises for the financial markets every day. Many of them are rude shocks. Four months […]
The Real Pain is Ahead
An economy going through a phase of total shutdown for nearly two months is almost unheard of. We never wrote that scenario […]