Think beyond the immediate
The week marked remarkable change in domestic investor sentiment. The Indian market story has long ceased to be a secular one. We […]
Yin and Yang – Indian Style
When DIIs sold, FIIs bought and when FIIs sold, DIIs bought. This was almost mistaken for some kind of Yin and Yang […]
Disruption Returns
The last week saw a heated debate on electric vehicles. This brought back intense focus to the threat, disruption poses to the […]
Priced to perfection
The investors are always more obsessed with knowing who is buying a stock than who is selling. The natural inclination is to follow […]
The Demon Remains
The one thing where market consensus is growing is that domestic inflows into equity aren’t going to slow down anytime soon. This […]
Valuation drivers always prevail
What should be a good time horizon to judge your investment performance? Should this time horizon be the same irrespective of where […]
Atypical Times
Corporate governance is an evolutionary phenomenon in an emerging market like India. We recognize that a statement with strong portent was made. […]
Being Steadfast
A five percent crack in the index would not have been on anybody’s mind a week ago. But, investors are spending this […]
Risk Mitigation
Risk mitigation is an important aspect of investing. Every portfolio should have it innately built in. The composition of the portfolio should factor in […]
Hear the other view
Sounding a warning bell to the equity markets is a thankless job. If you are early, you are going to face ridicule as […]
Irrationality Fuels Markets
An interesting week saw a significant divergence in the markets. ITC, a stock that significantly supported the index in its sustained rise […]
Liquidity Rules
Markets are hitting new highs every week. But, economic fundamentals don’t seem to support such a prolonged rise. Economic data is definitely […]