The Great Divergence
When we look at how FIIs and DIIs are viewing the Indian market now, we get the feeling that both are investing […]
Consumption Catalyst
The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three interest rate […]
Timely Growth Tonic
That GDP data would come out with a hugely positive surprise was not in anybody’s economic script. The RBI growth projection for […]
Know What Matters Now
There are years when the market does not do much for our portfolio. What we do in those years has a strong […]
Think Beyond Tariffs
The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with the US […]
The Investment Balancing Act
When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know we are […]
Earnings Season Blues: Priced In Or Out?
Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score board starts […]
Collision Course
The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy are finding […]
Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]
Be very value centric
The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct even for […]
The Hurry Is Our Worry
In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend more, and […]
Achieve Scale
In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago, we heaved […]