Modi moved their cheese.
Party conversations on the economy are a bit sour these days. Especially, if there are industrialists in the room. Trying to understand […]
The Winner Takes It All
The worst of the times for an economy is when confidence runs lowest, people have lost faith in their government, the currency […]
Skin in the game matters.
Investing is probably the only vocation in which those without their skin in the game enjoy disproportionate influence. I am referring to […]
Maintain resolve
“Why is there so much gloom?” A client who believed that nothing could go wrong to the Indian stock market a year […]
Time for asset rotation.
The greatest irony of the Indian economy is the regulatory gap. On the one hand, RBI and SEBI maintain strict vigil over […]
Knowing one’s needs clearly helps
Most people make investments because they want to. They often ignore & overlook whether they actually need to? Investing works very well […]
Wars Don’t Last. Markets Do.
Is a War a big spoiler for markets? Look at how they played out in recent times. First, it spooks oil prices […]
Time To Learn Slow Cycling.
The question now is not if but when. We are talking of the Federal Reserve of America raising interest rates. While the […]
When Cash is King
There are times in the cycle when markets go nowhere. Dubbed “sideward markets” this phase in the markets could see stock process […]
Stay On The Cycle
Something more eventful than the budget happened last week. It was the inter-se transfer of a title between two Gujaratis – that […]
Think Beyond Now
The business of a good budget is to be business-like. Often we mistake business-like to be blatantly pro-business. This budget manages to […]
Before it becomes too late!
Conversations with strangers on flights bring up interesting insights. Once they know you are a serious investor, the conversation turns to assets. […]