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Guidance Woes Return

The last week saw turbulence in the guidance of a global Indian IT giant. They marked their guidance down taking their stock down sharply. Domestic IT companies had however not dropped their guidance in their earnings calls done weeks earlier. When one company, and especially a large one, drops its…

time-to-investigate-Experienced investors find it difficult to spot value in the current market. Yet, people still want to continue investing

Time To Investigate

Ask any experienced market participant about prevailing valuations and the response will be more or less the same. Experienced investors find it difficult to spot value in the current market. Yet, people still want to continue investing. The lack of alternatives in other asset classes and the need to beat…

elections-and-the-stock-market

Elections & The Stock Market

Elections bring about a speculative element about what they could mean for the stock market. The stock market is fickle and reacts to all news surrounding elections. If we take a step back to look at historical trends, elections seem to have no long-lasting impact on the stock market. Rewinding…

adieu2019

Adieu FY 2019

Another financial year draws to a close. For investors, it was a forgettable year. While domestic investors showed sustained commitment to Indian equities, FIIs sold Indian equities for most of calendar year 2018 and turned buyers in 2019. Valuations kept moderating through the financial year and investors kept showing enthusiasm…