Interesting Times Ahead
It is becoming increasingly clear that liquidity will be sloshing all over. China has signaled its intent to cut rates and raise […]
Beyond Data
The GDP data has been getting worse for a while. The latest Q1 data which came on Friday beat all expectations hollow […]
A New Beginning
When people stop spending, it is a sign of fear. When people stop investing, that too is a sign of fear. The […]
Great Expectations
Expectations of a stimulus are running high. The wishlist is long. People are adding their own tail to the already extended list. […]
Tomorrow Will Be Different
Every bull market leaves its imprint behind. Stocks that rose sharply in a bull run tend to fall doubly quick afterwards. But, […]
Clear The Air
The week closed on an expectant note. The market expects the government to do effective damage control. The expectations are centered around […]
Keep Watch on Reforms
The phenomenon of economic growth engines slowing down is not new. 2012 was the last time we saw something comparable. Growth really […]
Act on Opportunity
The market is showing a palpable despondency. The cause is being overtly attributed to the sentiment related to tax law changes and […]
The Score Doesn’t Tell The Real Story
Some battles are fought with such intensity that distinguishing the superiority of the winner becomes difficult to justify. It is challenging to […]
The Currency Plays
Weeks after the election results, we saw oil prices spike and the trade wars worsen. Yet, FII flows into Indian markets held […]
We Must Mean Business
Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]
Contrarian Conviction Will Rule
When you start an investment, journey counts. Given that most people aggressively start investing around market peaks, their starting point is not […]