The world economies are going through a lot of macroeconomic challenges. Growth is hard to come by for several developed counties. Inflation remains a challenge, and overcoming it is critical for countries to return to the growth path. India is relatively better placed in inflation management and growth. We should…
A sharp correction across the board is just what the doctor ordered. Corrections like these test investors’ conviction in equity as an asset class. They also reward investors who have the patience to participate in such corrections. Opportunity knocks on the doors of those who are willing to carry their…
We all love holidays. The holiday season is the time when we can truly unwind and spend some quality time with our family and friends. The holiday season also gives us the excuse to splurge a little more on our loved ones and ourselves. But with all this comes big…
As we near the end of a very difficult year for most investors, the mood seems to be a bit pensive. The markets have fallen after the hawkish stance of the US Federal Reserve. Markets expected the Fed to indicate no further interest rate hikes, but none of that has…
During COVID, doomsayers in the market believed that most public sector banks would go bust and that the Government had nothing in its arsenal to stop that. Gross NPAs were very high, and banks were coming to the lower end of capital adequacy ratios. There was no light at the…
December is here and the usual year-end exuberance has returned. We are seeing all-around participation by investors. FIIs, DIIs and retail seem to be on the lookout to buy new ideas which will perform in the coming year. Stocks which did not participate so far seem to be enjoying their…
The Rupee-Dollar parity will continue to be adverse to the rupee. The rupee may further depreciate, or it will fluctuate around Rs.80 to 84/-. It looks like the exporters will gain from it, but the reality is not that simple. The USA and other western countries are struggling, and the…
A couple of months ago, FIIs were pulling out of Indian markets. Year to date, most broad-based global indices have lost value. Somehow the Nifty has managed to hold its own in this situation and is now trading at 18500 levels. Even though not much has changed on the macro…
When investors begin to believe in an asset, its value increases. Some investors seek analysis, a few performances, and others peer approval before they begin to truly believe. But building belief without a foundation will lead to a collapse. So, it’s no surprise that some investors have got the short…
Rishika has always wanted a destination wedding at the beach since when she was 10 years old. Now that she has started to earn, she wanted to assist her parents in funding her wedding. She knew that a destination wedding will cost a fortune, so she wanted to start building…
In every country’s stock market, the company that holds the pole position is very critical for the overall market stability. India has seen this pole position fluctuate among various names. There was a time when FMCG majors help that place. Then, Reliance became the most valued company. TCS and Infosys…
The Indian markets seem to be entering a very interesting phase. On the one hand, the interest in public sector stocks is rising due to investors’ focus on critical infrastructure sectors like railways and defence. On the other hand, the top-run public sector banks- SBI and Bank of Baroda have…
