2023 Highlights – Bank of England The Bank of England has raised interest rates in 4 out of 7 policy meetings this year. Interest rates have remained constant at 5.25% since August 2023. This is in stark contrast to the previous decade. Interest rates were at 0.50% from March 2009,…
FII buying, when done at high velocity, causes a sudden market reset. Sentiment reverses swiftly. The market’s attention shifts to focus intensely on what the FII’s are buying. Selling slows down in the parts of the market seeing FII buying. Buying gathers momentum in FII favourites. Momentum gets induced in…
Fed Policy Until 2023 Over the last few years, the Fed has had to put out many fires caused by its policies. During the pandemic in 2020, the priority was to put money in the hands of people. The paycheck protection program provided financial security at a time when jobs…
Peter Lynch: An Approach To Picking Winning Stocks How do you find your next winning investment idea? According to legendary investment manager Peter Lynch, all you have to do is look around you! Have you ever thought about how much of your day is wrapped around consumer brands? Consumer brands…
Nobody wants to be under-invested in equity right now. The visibility on the political front changed the market view of many market participants, of both experienced and new entrant genres. The fear is that liquidity will make it even more difficult to invest in the market, and waiting for a…
With the current madness of the IPO market, I am reminded of something I wrote in 2012. Here is that piece. IPO and stock investing are almost synonymous to the investor. Investors view IPOs as the most preferred entry point into the stock market. The reasons are historic. IPOs had…
Welcome to our last outlook for 2023! We have much ground to cover. This month is a wrap-up of looking at regulatory changes, flows, monetary policy and much more. We invite you to join us live to wrap up 2023. Register here to have all your questions answered! Regulatory Changes:…
The week saw IPOs collect Rs. 3.67 Lakh Crores. This clearly signals a euphoric response to IPOs from Indian investors. The investor appetite for equity seems unrelenting even as other asset classes take a back seat. This would mean that companies waiting on the sidelines to IPO will now hasten…
Knowing when to accelerate, decelerate, and pause your investments in equity is very critical for every investor. Investors are always looking to accelerate their investments in equity. In fact, investors want to accelerate their investments when markets are trading at elevated levels. Investors are more willing to invest their money…
Samvat 2079 was a very interesting one in many ways. It saw investor wealth surge significantly. It also saw performance in gold & silver. It saw a resurgence in demand for high-end real estate. Luxury consumption saw its best year in a long time. Such a strong year usually cannot…