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 […]
The Unexpected Pause
Interest rates have been falling through this year. As the RBI’s monetary policy committee met last week, consensus was trying to decide […]
Beyond the Known
When bad news is expected, its arrival is likely to be a non-event. The news of poor GDP numbers for Q2 falls […]
Stay Pragmatic
What should I say now about 2020? This question is on top of everyone’s mind. The minuscule minority who got their investment […]
Make Your A-List Unique for 2020
A friend was in a state of gloom. He was feeling bad that he hadn’t bought those five big winners of 2019. […]