This Spike Can Hurt
India’s marquee financials are raising capital. This new capital is fortifying weakening balance sheets. We don’t know the exact extent of damage […]
Learn with Buffett
Two distinctly different investment trends are very visible now. Legendary investors like Warren Buffett are moving away from what were their core beliefs. […]
Seek Safety
When interest rates are low, the dollar is weak, bond prices are high, stocks are rising and gold is soaring. Investing tends […]
Liquidity Rules – August 2020
The rise in share valuations of one sector is not uncommon. We have seen sectoral trends dominate our markets for the past […]
Double FOMO
The fear of missing out is inescapable. It usually manifests in a singular way. People get obsessed with one thing. This obsession […]
Boredom Can Be Costly
Having money and time at one’s disposal is often a bigger problem than not having both. It is during those phases that […]
Focus on the Lion
Investing tends to seek excessive peer validation. There is a strong reason behind this. We constantly worry about whether we are doing […]
An Economic Reset is On
“Time is the friend of the wonderful company, the enemy of the mediocre”. It is the perfect time to recall this wonderful […]
Raise Your Defence
Investing defensively can be hugely beneficial in uncertain times like the present. This would mean changing one’s risk choices and return expectations. […]
Making Sense of the Market Mood
Raising capital under extremely adverse circumstances is truly a great accomplishment. The bigger Indian corporations have shown remarkable chutzpah in raising big […]
Volatility Spikes Up
The US markets are now leading the global market sentiment. Indian markets seem to be fully coupled with what goes on there. […]
The Data Surprise
On Friday, the released US jobs data was a huge positive surprise. This coupled with a weakening dollar gave the stock market […]