The market has surprised equity Strategists again. The sustained rally in both global and Indian stocks is the reason. It was generally expected that the rally would lose momentum and selling would resume. But, the rally has regained strength and spread into the most unexpected places. Domestic markets are seeing…
India heads into a very critical economic phase. On the macro front, we need to manage our inflation, exchange rate and deficits better. We need to moderate the impact of potential swings in these three factors. We will always stay in a state of alert to ensure things remain under…
Macro signals play a very important role in deciding the market trajectory. The Jackson hole speech by Jerome Powell has clearly signalled that interest rate hikes in the USA are here to stay. Powell unequivocally states that there is no space to stop or pause interest rate hikes. He clearly…
A bear market rally is an opportunity that you are never prepared for. It catches you by surprise and continues to surprise you with how far it can go, and how long it can last. Bear market rallies are mostly unpredictable. But they have the tendency to make you believe…
Here is the transcript if you would like to read instead: Jaya: Welcome back to Kairos, a podcast on financial planning where we talk about doing the right thing at the right time. I have Susithra with me today to talk about NRI investing in India. Hi Susithra Susithra: Hi Jaya, and…
Every one of us values our independence, the freedom to make our choices, to choose our lifestyle, fashion our careers, and live life our way. All these choices require one basic supporting factor, which is financial independence. Whatever we aspire to do, we will always need to be well provided…
The markets have run up too fast in July. Investors are wondering if this run-up is sustainable. That’s a question for which there are no easy answers. Markets can run up very quickly on the back of liquidity. When liquidity increases rapidly, the run-up can gain more velocity than we…
Say you just sent your son or daughter abroad for higher education. One of the most important things they will need is monetary support to fulfil needs like housing, food, tuition fees, etc. Sending money abroad is a little more complex than it looks. It comes with a host of…
The week saw the return of FIIs as buyers in the equity market. This was completely unexpected. The resulting outcome saw a revival in the quality trade. Stocks which were already trading at reasonably high valuations were favoured, given the lower expectations set by analysts. By setting lower expectations, the…
We anticipated that there would be a need to reset expectations. This result season clearly seems to be confirming our fears. Several marquee IT companies, Reliance, and top private banks like HDFC and Kotak are all falling short of earnings expectations. Clearly, markets were expecting more than they should have.…
Result season has begun on a note of disappointment. The reasons are more related to the market’s expectations. In a volatile economic context, the market should usually tone down expectations as business volatility spikes up. Contrary to that approach, the markets have been very slack in resetting their expectations. Analysts…
Here is the transcript if you would like to read it instead: Jaya: Welcome back to our monthly podcast – The spirit of Kairos is to talk about doing the right thing at the right time for personal finance. We have Srimathi here joining us on our episode today! Hi…