Lockdown Lessons
Lockdowns impede economic activity. In their present form, the impact may be different from the last time. We are heading towards a […]
Managing Advice
For an investor, it’s normal to be stopped by a stranger and asked for advice on a specific stock. This tends to […]
Price Always Meets Value
An argument on social media went like this. “Look at how this stock price has been rising continuously without any let up? […]
Recency Bias Returns
The resurgence in Covid cases has once again triggered Covid trades. Investors are going back to what worked last year in the […]
More Volatility Ahead
The sharp upswing in the dollar and the resulting softening of the rupee has set the context for another phase of volatility. […]
Expectations 2021-22: Set Them Right
A roller-coaster financial year can either leave you all pumped up or all drained down. Where the markets end up in a […]
Suez Canal Is A Black Swan
A week back, the Suez canal was just another place at the back of your mind. Today, we know that at least […]
When the Music is Over
A much-ignored data point in all this equity market euphoria is the steady rise of global bond yields since August 2020. Globally, […]
Disruption or Distraction?
The cryptocurrency craze that took winds a few years ago has now turned into a storm. Without much legitimacy beyond trading, this […]
Commodity Boom & Consequences
The commodity rally is now in a very interesting place. Key OPEC members refused to provide more oil by maintaining production cuts. […]
Dark Clouds Are Here
Global equity markets seem to be tiring. The yields are rising in US debt markets. Exchange rates are moving swiftly and unpredictably. […]
Avoid Overconfidence
The last year has changed our outlook towards returns, risks, and our potential. The market’s prolific rise, retail participation in the rise, […]