Will New Age IPOs Deliver On Time?
In the listed space, we have a very particular definition of a ‘quality’ company. We look for steady revenue, predictable profits, stable […]
Rising Churn
The journey from contrarian to consensus seems to be getting accelerated in a market running dry on investment opportunities. Just a media […]
Are Markets Closing To The World?
The prospect of rising inflation in commodities is bringing out a very distinct response. Governments are discouraging commodity exports, taxing them, releasing […]
When Interest Gets Fed Up
A meeting of the Fed overturned the world’s expectations on interest rates. This means more than just a forecast. It signifies that […]
The Debate Rages On
When quality is bought at any price, the market opinion tends to get polarised. On one hand, the believers in quality stocks […]
Be Progressive
“When is the best time to put money into markets?” This question bothers every equity investor no end. But what every equity […]
The Reboot Trade
Markets have quietly accepted the second wave of Covid as a reality. They recognise this wave will go through its woes and […]
FII Versus Retail
The current market context is very interestingly poised. On one hand, FIIs have relentlessly sold nearly Rs. 23,000 Crores of Indian equities […]
Inflation, Inventory, & Investing
The inflation data from the USA aren’t exactly encouraging. The uptrend in global commodities seems to pose a serious inflationary threat. When […]
Lockdown Lessons
Lockdowns impede economic activity. In their present form, the impact may be different from the last time. We are heading towards a […]
Managing Advice
For an investor, it’s normal to be stopped by a stranger and asked for advice on a specific stock. This tends to […]
Price Always Meets Value
An argument on social media went like this. “Look at how this stock price has been rising continuously without any let up? […]