Confidence Returns
Quick Edit: Portfolio churn isn’t always an avoidable idea. While constant churning of portfolios is a strict no-no, selective churning has its […]
Exiting the bunker.
Quick Edit: Investors shunned equity for a long time and chose the security of debt. Safety took precedence over returns. Like people hide themselves […]
On the cusp of change
Quick Edit: Nervousness is not new to the stock markets. The context which creates it makes all the difference. The week saw […]
Why simply waiting will not work?
2008 was the year of the last bull run. The previous bull markets happened in 2000 and 1992. Coincidentally, in the last […]
Decisions count. ithought market wrap-80
Quick Edit: The AGM of Reliance settled one thing. The company’s reign as a market mover has ended. Nobody is going to […]
When the going gets tough, tough gets going.
Quick Edit: A slowdown stares at us. Bad news, isn’t it? But, it comes with a silver lining. This slow down is […]
The Rupee Conundrum
Quick Edit: The rupee at 56 – what does it mean to investors? In dollar terms, the much beaten equity assets have […]
Are we at an inflection point?
Quick edit: It is every investor’s dream to catch a market bottom. But, catching a bottom is an elusive hunt as nobody […]
Predicting Index or Focusing on Investing?
Quick Edit: Predicting the index is a dangerous business. Trying to do it within a time frame is double trouble. In times […]
Bridging the confidence deficit.
Quick Edit: When indices fall, we commonly find ourselves wanting to buy attractively priced stocks and not finding enough money for doing […]
A trigger for change- Market wrap 74
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771324560{margin-bottom: 0px !important;}”]Quick Edit: The downgrades didn’t do much. The forecast of a normal monsoon didn’t do much either. The markets […]
A Season of Low Expectations
Quick Edit: Randomness. The stock markets feel its omnipresence and know how it plays an irreplaceable role in changing market direction. 9/11, […]