RBI Monetary Policy, June 2018
Monetary Policy: As the macroeconomic outlook becomes less transparent the monetary policy committee has only become more steadfast in its neutral stance. […]
New Chair, Same Vision
Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as […]
The rain gods will rule.
Everybody knows it. Almost nobody does it. ‘Buy low Sell high’ wasn’t meant for the theorists. It was meant for just about everybody, […]
Bridge the faith deficit now
The Indian investor was once identified with conservatism and savvy. He would always buy when assets sold low. He stayed out of […]
Buy the future
Quick edit: Watching people shop for gold reminds one of how diabetics think at the sweet counter. They know that the buyer […]
When Havens fall !
Free fall Friday it was. And, how? A day when safe havens crumbled like they never really were safe. Infosys, gold and […]
Strategise & Structure
Quick edit: A new high or a new low are not mere benchmarks. They are milestones around which investors reinvent their expectations. […]
Keep riding the cycle.
Quick edit: Is India really a poor country? If so, how do we explain just one temple having gold and precious stones […]
Build Your Books Now
Quick Edit: If there was a virus that is hurting the Indian equity investor, we could probably call it Macroanalitis. Terms like […]
Beyond the budget.
Quick edit: The budget day is indeed time for some quixotic stuff. The economists think like the citizen and the citizens think […]
The Budget and beyond.
A budget is an annual event and volatility is its constant companion. The interesting thing about budgets is that expectations are running […]
Play Volatility by Turning It Around
Are budgets really relevant anymore? The picture painted by the budget is never bright. Deficits are here to stay. They always seem […]