Preparing for 2024
Expectation setting is a very intrinsic part of investing. Setting our expectations correctly prepares us better to face market volatility. This is […]
Outlook for 2024
As we welcome a new year, a fresh outlook is always important. Let’s look at the opportunities and threats in the upcoming […]
Looking Back at 2023
What works in one year rarely works in the next. If an asset class performs well for two consecutive years, its capacity […]
Rewind 2023
In this blog, we look back at what happened in 2023. Higher interest rates define the new macroeconomic regime today. The coming […]
2023 Highlights – Central Banks of England and Europe
2023 Highlights – Bank of England The Bank of England has raised interest rates in 4 out of 7 policy meetings this […]
Chasing Momentum
FII buying, when done at high velocity, causes a sudden market reset. Sentiment reverses swiftly. The market’s attention shifts to focus intensely […]
US Monetary Policy Recap 2023
Fed Policy Until 2023 Over the last few years, the Fed has had to put out many fires caused by its policies. […]
The India Consumption Story
Peter Lynch: An Approach To Picking Winning Stocks How do you find your next winning investment idea? According to legendary investment manager […]
To Rush or To Wait
Nobody wants to be under-invested in equity right now. The visibility on the political front changed the market view of many market […]
IPO Genesis
With the current madness of the IPO market, I am reminded of something I wrote in 2012. Here is that piece. IPO […]
Fixed Income Outlook | December 2023
Welcome to our last outlook for 2023! We have much ground to cover. This month is a wrap-up of looking at regulatory […]
The IPO Party is On
The week saw IPOs collect Rs. 3.67 Lakh Crores. This clearly signals a euphoric response to IPOs from Indian investors. The investor […]