After a long smooth run, markets had a dramatic start to August. It began with monetary policy between the US and Japan […]

The sharp fall in the magnificent seven US tech stocks seems to be sending ominous signals to global markets. The US markets […]

The debate over the removal of indexation and reduction of LTCG on real estate and gold has been more emotional than factual. […]

In the last month, indices appeared to deliver easy returns. On digging a little deeper, you will notice that individual portfolio performances […]

The markets are seeing a flood of NFO's in mutual funds. These are mostly in the thematic category and are following up on the success of a few earlier themes. Thematic funds are not simple products.

The stock market is showing all-around strength with strong retail sentiment supporting multiple themes and categories. FIIs have also reversed their selling stance and turned into buyers recently.

The current financial year is setting itself up to create a new record in promoter selling. Promoters have comfortably been selling a significant part of their holdings to domestic institutions and mutual funds. Despite the rising trend in valuations, this season of easy exits seems to be extending.