That’s How the Story Flows
The market is reacting to the Federal Reserve’s Monetary Policy announcement. The Fed is keen on doing whatever it takes to bring […]
The Ride Gets Rougher
The weakening of sentiment in the US markets is happening. We are witnessing home loans getting pricier, new starts in housing shrinking, […]
The Rally Continues to Surprise
The market has surprised equity Strategists again. The sustained rally in both global and Indian stocks is the reason. It was generally […]
Achieving Scale
India heads into a very critical economic phase. On the macro front, we need to manage our inflation, exchange rate and deficits […]
Opportunity in Uncertainty
Macro signals play a very important role in deciding the market trajectory. The Jackson hole speech by Jerome Powell has clearly signalled […]
Restructuring Hour
A bear market rally is an opportunity that you are never prepared for. It catches you by surprise and continues to surprise […]
Pursuing Financial Independence
Every one of us values our independence, the freedom to make our choices, to choose our lifestyle, fashion our careers, and live […]
Seize the Moment
The markets have run up too fast in July. Investors are wondering if this run-up is sustainable. That’s a question for which […]
All You Need to Know: Remittance
Say you just sent your son or daughter abroad for higher education. One of the most important things they will need is […]
The Return of FIIs
The week saw the return of FIIs as buyers in the equity market. This was completely unexpected. The resulting outcome saw a […]
The Learning Hour
We anticipated that there would be a need to reset expectations. This result season clearly seems to be confirming our fears. Several […]
Resetting Expectations
Result season has begun on a note of disappointment. The reasons are more related to the market’s expectations. In a volatile economic […]