The Game of Flows
Are our markets now completely in sync with global markets? Or are we seeing FII selling even though global markets are showing […]
Sentiment Slumps
The markets fell without much relief throughout the week. The selling was persistent, ending the week on a very difficult note. Sales […]
Reality Dawns
Preparation for rapid change in macroeconomic conditions is an intrinsic part of investing. Every investor must always stay reasonably prepared for big […]
The Shrinking Wealth Effect
The years 2020-22 were indeed most remarkable for asset classes. We had gold prices staying in a strong band, bonds appreciating as […]
Happening Times Ahead
The past month lived up to the wild card prediction “Sell in May and go away” for market traders. But, investing needs […]
Focus on What You Want
Every market bounce is getting sold. Investors are making a quick rush for the exit door every time the markets go up. […]
When Opportunity Knocks
The markets fell ten days in a row without respite. Investors waited for a bottom, watching most of the time. Then, when […]
Adversity in a Changing Context
Rising interest rates rattle markets across the world. Our market is no exception. To add to the problems of the equity markets, […]
The LIC Litmus Test
Pulling off a mega IPO is never going to be easy. To raise huge sums of capital requires mass following, great investor […]
The Winners’ Formula
Thematic investing is a function of conviction and belief. Conviction grows when you believe in the right space for the right reasons. […]
Show Clarity and Focus
The clear reset in GDP growth expectations by the RBI, the Infosys results disappointment, rising attrition across Indian tech companies, and an […]
When Growth Slows
The RBI has corrected its estimate of India’s GDP for the current financial year downward. The inflation forecast has been revised upward. […]