Macros Drive Markets
The net FII selling for the year crossed ₹40,000 crores on Friday. The persistent selling by FII’s has not led to any […]
Is the Retail Investor Getting Gamed?
Hype has its own trajectory. Once you create it, it takes over and finds its own direction. IPO listing trades are hype […]
The IPO Gold Rush
The market is in a mood to gamble. It wants more opportunities to play the IPO lottery. And, such exciting opportunities are […]
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 […]