Fixed Income Outlook – November 2023
As investors, we all want to be ahead of the cycle. For obvious reasons, this is one of the hardest things to […]
Deceiving Investors
Relief rallies in a falling market can be extremely deceptive. They give us a false sense of confidence. They are sharp, swift […]
Wrapping Up The Last Quarter
Wrapping up the last quarter A lot can happen in 3 months, let’s do a quick recap! This is an overview of: […]
Reinvestment Anxiety
When you sell shares or book profits and are sitting on cash, you want to find ideas within a reasonable time. When […]
Gauging Volatility
A 15% plus spike in the volatility index (called VIX), a sharp bump up, 3%+ in gold, and 5%+ in oil don’t […]
Manufacturing Sector: A Rising Star
Manufacturing Sector India’s new growth formula is its manufacturing sector this season. The opportunity for India at this point in time is […]
Prepare Now
What is the most important thing an investor must avoid doing now? The answer is actually very simple. An investor must not […]
Fixed Income Outlook – October 2023
“Details create the big picture.” – Sanford I Weill There is a stark contrast in investor sentiment between fixed income and […]
Laughing All the Way to the Bank
“What’s the hurry to sell even the most expensive smallcap stocks? ” asked a friend. His rationale was simple. Mutual funds are […]
The Valuation Divergence
The divergence in valuations between listed companies and private VC-funded companies in emerging sectors is a telltale sign of what liquidity can […]
The Trend is Your Friend
The sustained rally in the Sensex over the past 11 trading sessions has surprised market watchers. Despite rising every single day, the […]
Fixed Income Outlook – September 2023
“One must choose in life between boredom and suffering.” ~ Madame de Stael Often, the market is an exciting place for […]