Earnings Season Blues: Priced In Or Out?
Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score board starts […]
Collision Course
The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy are finding […]
Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]
Be very value centric
The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct even for […]
The Hurry Is Our Worry
In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend more, and […]
Achieve Scale
In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago, we heaved […]
Focus Intensely On What You Need To Do
The RBI’s double delight move definitely caught the market by surprise. Though there were a few voices advocating a 50 bps cut in […]
Judge Gently!
Second guessing is a favourite pastime of most investors. Whenever you see that a marquee investor or popular fund manager bought a […]
Stick To Safety!
The tariff drama seems to be taking the form of a stock market soap opera. There is no dearth of action, threats, […]
Stagger To Win!
When flows drive the markets, they challenge both professional and proprietary investors. The double engines of active domestic and foreign participation are […]
Time To Show Patience
Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of a crisis, […]
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]