Preparation Hour Is Here
Forward-looking statements are always a problem. Companies are not supposed to issue statements which could potentially mislead investors. Investment managers habitually exercise […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]
New Year Blues
The month of October ended on a positive note for the markets. Trends seem to be indicating that the economy is doing […]
Chinese Bamboo
Have you ever tended to a garden? As a gardener, you would ensure that your plants get enough sunlight, water, and nutrition. […]
Avoid Recency Bias
Recency bias hurts the most when a bull market ends. We tend to buy investment ideas which did very well in the […]
Concentration Risks Return
The crack in US markets was long coming. Lest we forget, this is America’s longest bull run in history and their economic […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
Systemic Shocks Return
The markets saw heightening volatility this week. The stress was very visible in financials, small caps, and midcaps. The sharp cut in […]
Time To Be Proactive
A relatively insignificant event triggered a massive scare in Indian financials on Friday. But, the story does not lie there. It lies […]
A Decade After Lehman
“Prophecy is a good line of business, but it is full of risks.” ~Mark Twain These words ring a […]
Oil, The Dollar and The Rupee
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power […]