Aiming Past The Moving Parts
The markets have been in the election mood for a while. No matter where you go, the conversation always turns to who […]
Playing the Volatility Game
It’s been a volatile week in the markets. The India VIX shot up to a level of 18 this week from the […]
Fixed Income Outlook – May 2024
Welcome to this month’s fixed income outlook. We’re breaking down the Fed’s policy, where inflation is heading, and how investors should position […]
Business As Usual
The US jobs data gave the US market a much-needed reprieve. The markets showed their relief swiftly. But the problems aren’t going […]
The ABCs of ESOP and RSU Taxation
When companies aim to reward, retain, or motivate their workforce, stock-based compensation plans such as Employee Stock Option Plans (ESOPs) and Restricted […]
Investment in Small cap And Mid cap
Investing in small and midcap seems to be very easy like one does in large cap, but the practical is different from […]
Commodities on Fire
The rising commodity prices have taken the markets by surprise. Cocoa, coffee, crude, and a host of other commodities have risen sharply […]
Discipline Matters
The results season has begun on a mixed note. Contrary to the buoyant market mood, the first flush of corporate results are […]
Wealth Builders Versus Wealth Destroyers
As investors and individuals, our primary goal is to build enduring wealth—a resource that not only sustains us throughout our lives but […]
The Stance Shifts
When the world’s largest economy struggles to fix her macros, there is bound to be intense anticipation. The world watches out for […]
Expectation Setting
As the election campaign gains momentum, the stock market starts setting its political expectations. In the current scenario, the guiding factor is […]
Fixed Income Outlook – April 2024
2024 is the year for fixed income investing. Last month, we talked about the 4 types of investors who need to allocate […]