Rotation Gains Currency
The markets are at peak polarization on valuations. We have an extremely expensive part and a very inexpensive part. There is no […]
The Lift Off Begins
The RBI delivered on the government’s announcements. Another rate cut extended moratoriums on loans until August 31st, and changed credit exposure limits […]
Stimulus Signals
The signals from the stimulus are crystal clear. It is more monetary than fiscal. Clearly, the government is trying to bet on […]
Dalal Street Signals
It was a very busy week on Deal street. Reliance came up with two back to back private equity deals for its […]
Beyond The Bounce
The good news from India’s big business triggered the stock market bounce. A swift, big capital raise will follow this good news. […]
The Crisis in Debt
Naturally, equity investors think that a crisis in debt funds will not affect them. They tend to see equity and debt as […]
The Real Pain is Ahead
An economy going through a phase of total shutdown for nearly two months is almost unheard of. We never wrote that scenario […]
Get the Right Balance
The falling interest rates made many investors move from debt to equity. While doing so, they chose investment instruments which were paying […]
Prevail Over Volatility
The heightened volatility in our markets seems unrelenting. Fear is pervasive. Every rally is getting sold. Markets are nervously scanning global indices […]
Benefit From Waiting
The Covid saga has open timelines. Economic activity is under lockdown. Stock markets are functioning. This unusual setting throws investors a peculiar problem. […]
Time for Orchard Investing
My best investing lesson was when our family started setting up a mango orchard. We went about scientifically constructing the place and […]
Filter Out The Noise
We are coming out of the biggest roller-coaster week in Indian investing. The date, Friday 13th March, seemed almost celestially made with […]