Keep Your Powder Dry
When soldiers are out at battle, they’re on high alert to act on a moment’s notice. Guns are effective only if the […]
Think Global, Act Local
The budget seems to have changed the market’s view on cyclical stocks. There is a clear intent to spend our way out […]
The Mood Shifts
The results season has started with a bang. The early results have been blockbusters. Several blue-chip companies have done extremely well. Even […]
Trading Just Got Bolder
The year has begun on a note of high optimism. Demand is high and the appetite for equity runs strong. The government […]
The Buoyancy Plays On
The first blockbuster result of the third quarter set the mood for another exciting results season. Evidently, the performing companies are set […]
The 2021 Challenge
The number 2020 resonates instantly with the culture of immediacy that we normally associate with T20 cricket. Investing in 2020 amply symbolised […]
Mind Games in Markets
Social talk on equity returns is back in group behaviour. People you meet physically or in social media are all talking of […]
Countdown Begins
A very eventful investing year will soon be behind us. 2020 has taught us many things. Once again, the benefits of being […]
Three Contrarian Mantras
At the beginning of 2020, popular perception leaned towards defensive FMCG and away from pharma, tech, and commodities. As the year slowly […]
Will The Rally Spread?
The rally in the Nifty was initially concentrated in defensives. Subsequently, the rally spread to cyclicals, with private banks leading a sharp […]
High Tide Continues
Within a few weeks, Indian markets have seen nearly five billion dollars of equity flows. FIIs have been flooding our markets with […]
Towards The Brink
Rising markets tend to give out euphoric highs. Everybody wants to be in so that they don’t miss any of the fun […]