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 […]
The Year End Mood
As we near the end of a very difficult year for most investors, the mood seems to be a bit pensive. The […]
Glory…Glory…PSU Banks
During COVID, doomsayers in the market believed that most public sector banks would go bust and that the Government had nothing in […]
2022 in Retrospect
December is here and the usual year-end exuberance has returned. We are seeing all-around participation by investors. FIIs, DIIs and retail seem […]
Testing NIFTY
A couple of months ago, FIIs were pulling out of Indian markets. Year to date, most broad-based global indices have lost value. […]
The Collapse of FTX
When investors begin to believe in an asset, its value increases. Some investors seek analysis, a few performances, and others peer approval […]
The Elephant Begins Its March
In every country’s stock market, the company that holds the pole position is very critical for the overall market stability. India has […]
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 […]