Shifting Focus
The Indian markets seem to be entering a very interesting phase. On the one hand, the interest in public sector stocks is […]
FAANG Bloodbath
The best businesses can see very sharp swings in valuations. Just a small earnings disappointment, a moderating growth forecast and uncertainty on […]
Opportunity Awaits
Diwali to Diwali we have had a very sombre Samvat. We are entering the new Samvat on a note of caution. Our […]
Prepare for the Flip Side
The story of King Canute goes that he stood in front of the tide demanding that the sea recede. This is a […]
Falling Rupee, Rising Opportunities
The rupee closed at an all-time low of 82.32. Year to date, it has depreciated more than 7.5%. While the rupee’s performance […]
Never Waste a Market Fall
The debate on whether our markets are completely coupled or can actually be decoupled with the US markets is an endless one. […]
That’s How the Story Flows
The market is reacting to the Federal Reserve’s Monetary Policy announcement. The Fed is keen on doing whatever it takes to bring […]
The Ride Gets Rougher
The weakening of sentiment in the US markets is happening. We are witnessing home loans getting pricier, new starts in housing shrinking, […]
The Rally Continues to Surprise
The market has surprised equity Strategists again. The sustained rally in both global and Indian stocks is the reason. It was generally […]
Achieving Scale
India heads into a very critical economic phase. On the macro front, we need to manage our inflation, exchange rate and deficits […]
Opportunity in Uncertainty
Macro signals play a very important role in deciding the market trajectory. The Jackson hole speech by Jerome Powell has clearly signalled […]
Restructuring Hour
A bear market rally is an opportunity that you are never prepared for. It catches you by surprise and continues to surprise […]