Debt Note: A Deeper Credit Market
In an effort to deepen debt markets, SEBI has mandated that large corporates should raise 25% of their borrowings from the debt […]
Move Forward
The markets were expected to fall. Electoral reversals and the surprise resignation of the RBI governor came together to stun markets. Surprisingly, […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
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 […]