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. […]
Consensus Vs Contrarian
Contrarian investing is never easy. Especially when you are early. Being early makes you see your investments temporarily lose value. At times, […]
The Final Countdown to Revival
Regardless of whether markets rose or fell, one set of stocks simply kept rising. And, another set of stocks, which encompassed the […]
Kill Your Demons
Every Diwali, as Muhurat trading nears, hope fills our hearts, optimism swells about tomorrow, and a feel-good factor pervades. If you are […]
Long and Short
The week saw the long best the shorts. After a spell of selling, FII’s turned buyers of Indian equity again. While the […]
FD – Fixed Delusions
In bad markets, one clearly visible tendency is to start thinking in “What if” mode. When returns look below expectations, we want […]
Invest Differently
Another exciting trading week saw several companies trip and lose significant valuation. This trend has become almost routine. Week after week, we […]
Moving Portfolios Forward
The market’s disappointment with its own response to the tax cuts is hardly surprising. The market has this acute habit of hoping […]
Climbing The Wall of Fear
It was a trading week that would best fit the Bollywood description of a potboiler. From fear to gloom, and then to […]
The Great Indian Sale
To sell 2% of a PSU the government destroyed 10% of its market cap. Nobody cared about the impact cost of disinvestment […]