Change in Direction
Market focus is not changing direction. We have seen in the last 18 months that small and mid-caps have been hugely profitable […]
Experience – The Guru
Experience teaches us how to respond when faced with similar situations comparable with our past. When we are faced with the same […]
A Stop-Loss Moment
It is important to understand the reason for the government to be in a particular business. In most instances, the government need […]
Efficiency Triumphs Growth
Betting on the markets is betting on growth. That extra 1% GDP growth can translate into significantly higher corporate profit growth. The […]
Kicking The Can Down The Road
When a crisis arrives, there are two ways to respond to it. One is to solve it, and the other is to […]
Volatility Spikes Again
Volatility erupting is not so predictable. It could start out of a housing crisis in China, a crash in iron ore prices, […]
What is Mr. Market Telling Us?
Mr Market is telling us that there are no other investment alternatives. Other investment classes are simply not seen as attractive. Today, […]
Another All Time High
Another buoyant week and the Nifty Index has touched a new all-time high. Interestingly the trigger for such enthusiasm seems more mood-related […]
The Rates Can Wait
The US Fed Meet clearly signaled its intent on interest rates. While making all the right noises, the Fed still stopped short […]
Rate Fears
The markets were rattled by notes from the recent Fed meeting. The prospect of an early end of stimulus and a probable […]
Find Your Focus
Fear of missing out (FOMO) drives greed in every investor. In turn, greed pushes you to replicate trending behaviour and go beyond […]
Striking Gold
As we write, INDIA wins its first track and field Olympic gold medal. Gold has its own lure and the Indian psyche […]