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 […]
Anticipate Revival
Post budget, everybody expected the markets to correct further. A week after the budget, most people are revisiting their market expectations. This […]
It Ain’t Going To Be Easy
Budget 2020 gives nothing much to the investor. In fact, it takes more than it gives. Taxable income of investors is certain […]
Disruption Returns – January 2020
The Corona Virus outbreak in China brings the heavily underestimated power of disruption to the global economy into sharp focus. The effect […]
The “Ulta” Trade Begins
A week is a long time in the markets. With the smart turnaround in microcaps, small caps and midcaps, there is a […]
A Big Match Ahead
With a few weeks to go for the Union budget, we are slowly building up expectations. IIP Data released on Friday added […]
What Price Quality?
It is natural for investors to always want to be on the winning side. So, in the stock market, we crave to […]
Sentiment Flows On
Flows decide sentiment. There are two components to flows – domestic and foreign. FIIs are always usually leaders in determining the direction […]
Look Around You
The UK election results are out, proclaiming Boris Johnson’s conservative party as the victor. This victory indicates a strong pro-Brexit sentiment amongst […]