The Tough Will Need To Get Going
The stock market is showing all-around strength with strong retail sentiment supporting multiple themes and categories. FIIs have also reversed their selling stance and turned into buyers recently.
The Party Seems Unstoppable!
The current financial year is setting itself up to create a new record in promoter selling. Promoters have comfortably been selling a significant part of their holdings to domestic institutions and mutual funds. Despite the rising trend in valuations, this season of easy exits seems to be extending.
The Sweet Spot for Inflation
Inflation is often a term that causes anxiety among the general populace and policymakers. However, inflation is not inherently bad. In fact, […]
Get Rich Slowly
Recently a Mumbai-based senior citizen lost 2 Crores to a WhatsApp scam. Investors are always in a hurry to make more money. […]
Stability and Continuity?
Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]
Expectations Vs Reality
What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]
Fixed Income Outlook: A Tale of Two Yields – June 2024
In this month’s fixed income outlook, we’re going to explore a tale of two yields. Within the same global macro environment, Indian […]
The Battle Is Won Before It’s Begun
What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]
India Growth Story and Elections
India is the World’s largest democracy, and the Union election of India is a massive exercise of franchise, there is no doubt […]
Lou Simpson’s Investment Wisdom: Insights from a Legendary Investor
Lou Simpson, the former Chief Investment Officer for GEICO—a subsidiary of Berkshire Hathaway—has earned a reputation as one of the investment greats. […]
Follow The Money
What is the smart money doing? FIIs have sold close to 35,000 Crores this month. Are they worried about election outcomes? The […]
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 […]