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 […]
Opportunity Knocks
The last week offered great buying opportunities. The next week may be even better. The key thing to remember in investing is […]
Walk the Talk
The markets are continuously becoming increasingly divided on valuations. Expensive stocks are quickly becoming very expensive. Cheap stocks trade cheaper with every passing day. This […]
Bulls Vs Bears
We almost always overvalue bull-fatigue over bear-fatigue. Bulls appear to be uncontrollable and aggressive spending their energies in faster bursts. So, we […]
Markets Move On
The problems of a sector can either be solved by aggressive governmental action or by letting things take their own course. Markets […]