Liquidity Rules
Markets are hitting new highs every week. But, economic fundamentals don’t seem to support such a prolonged rise. Economic data is definitely […]
Consensus Is Absolute
The bottom up trade in our markets has never had it better. Individual stocks have shown the ability to buck overall market […]
Survival of the fittest
Every business adapts to change. Businesses without the adaptive strain in their DNA die. Adaptability is the key to survival. A classic […]
Valuations over performance
Stock valuations have a mind of their own. Most of the time, stocks tend to trade away from what we evaluate as fair […]
Keep Global Watch
The index has held steady and only gone higher in 2017. Corrections haven’t even lasted beyond a day or two. But, at the same […]
Be Driven By Value
What is going on in the market now? Most people are wondrously looking on. The anxiety to invest remains high. The index seems […]
When it rains, it pours.
“When it rains, it pours good news on markets”. The prompt arrival of the monsoon has eliminated one chapter in the investor’s […]