Banking on a Collapse
One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest […]
Investing in a Slowing Economy
The recent data on India’s economic growth clearly point to a slowing economy. But, confidence metrics like the PMI data show a […]
The Debt Train is About to Depart
The investment universe always creates a setting to invest in a particular asset class. COVID was a setting that enabled an equity […]
The Tea Leaves Begin To Show
The results season ended without much excitement. The markets lost interest in the results season as the Adani group related thoughts dominated […]
Time to Build a Multi-Asset Portfolio
Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only […]
Life After the Adani Event
The Adani fiasco, once again, tested our systemic preparedness, regulatory response, exchange mechanisms, and most importantly, market resilience. The good news is […]
The Tough Must Get Going
We are going to see a lot of challenges in equity investing. As the Government presents its full budget for this year, […]
Double Header Week Ahead
The coming week witnesses one of the most important follow-on public offers. Raising capital from the public is never easy for an […]
Meeting Expectations
Early trends in the result season indicate an interesting phenomenon. Companies will broadly live up to their guidance and investor expectations, but […]
Waiting Won’t Help
When opportunity knocks, what do investors do? Most begin to think that the opportunity will get even better. The result: they wait […]
2023 Outlook
The world economies are going through a lot of macroeconomic challenges. Growth is hard to come by for several developed counties. Inflation […]
The Year End Fire Sale
A sharp correction across the board is just what the doctor ordered. Corrections like these test investors’ conviction in equity as an […]