Act Quickly
Results of the top IT companies are out and an expectation reset has happened. The market seems to be quite satisfied with […]
Have the Flows Reversed?
The entire first week saw FIIs turn buyers in Indian equities. After days of endless selling in December, it was natural to […]
Prepare, Rather Than Predict
What follows an exceptional year for investing is never easy to predict. Especially when the macros that lent support to a liquidity-driven […]
Get Back to QARP
2021 saw the markets draw a consensus view that it is alright to buy quality stocks at any price. This view led […]
Past, Present & Future
Every market context throws up winners. Winners don’t necessarily keep winning. New winners keep replacing older ones. This applies as much to […]
Shifting to Safer Valuations
When a particular mutual fund scheme, or a theme, significantly outperforms the broader market, they receive the highest flows. Inflows happen when […]
Positioning Counts
If you look at what most people have been doing since the first wave of COVID, they have been chasing momentum. Be […]
Making Conviction Count
A 3% fall in the headline indices cannot be called a crash. In fact, it cannot even be called a sharp correction. […]
Damage Control Hour
The curse of overpricing a very large marquee IPO will always be more than just about numbers. People will not see it […]
Common Sense Wins
When you are at crossroads in decision making, where do you seek counsel to take the right direction? We seem to be […]
Battling Inflation
India is managing inflation at multiple levels. The last time India cut a sorry figure was when we could not meet the […]
IRCTC Saga
When ownership is with the president of India, and control is with an operating ministry, the lack of alignment between ownership and […]