Shifting to Safer Valuations
When a particular mutual fund scheme, or a theme, significantly outperforms the broader market, they receive the highest flows. Inflows happen when […]
Monetary Policy Highlights – December 2021
The Monetary Policy Committee of the RBI has unanimously voted to keep the rates unchanged at 4% and hold their accommodative stance […]
Positioning Counts
If you look at what most people have been doing since the first wave of COVID, they have been chasing momentum. Be […]
Making Conviction Count
A 3% fall in the headline indices cannot be called a crash. In fact, it cannot even be called a sharp correction. […]
US Market Review
2021 continued the strong trend set by 2020. The S&P 500 is up nearly 27% from the beginning of the year and […]
Damage Control Hour
The curse of overpricing a very large marquee IPO will always be more than just about numbers. People will not see it […]
Common Sense Wins
When you are at crossroads in decision making, where do you seek counsel to take the right direction? We seem to be […]
The Taper is Finally Happening
The federal reserve has been a strong pillar of support for the stock market since the onset of the pandemic in 2020. […]
Financial Lessons From Diwali
Diwali is one of India’s most loved festivities. For most of us, Diwali spells joy, laughter, togetherness, and gratitude. Diwali is the […]
Battling Inflation
India is managing inflation at multiple levels. The last time India cut a sorry figure was when we could not meet the […]
IRCTC Saga
When ownership is with the president of India, and control is with an operating ministry, the lack of alignment between ownership and […]
What Went Wrong With Dewan Housing Finance?
DHFL was a housing finance company established and incorporated in Mumbai by Rajesh Kumar Wadhwan on 11th April 1984. The company was […]