The one thing where market consensus is growing is that domestic inflows into equity aren’t going to slow down anytime soon. This […]

What should be a good time horizon to judge your investment performance? Should this time horizon be the same irrespective of where […]

Corporate governance is an evolutionary phenomenon in an emerging market like India. We recognize that a statement with strong portent was made. […]

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 is an important aspect of investing. Every portfolio should have it innately built in. The composition of the portfolio should factor in […]

Sounding a warning bell to the equity markets is a thankless job. If you are early, you are going to face ridicule as […]

An interesting week saw a significant divergence in the markets. ITC, a stock that significantly supported the index in its sustained rise […]

Markets are hitting new highs every week. But, economic fundamentals don’t seem to support such a prolonged rise. Economic data is definitely […]

The bottom up trade in our markets has never had it better. Individual stocks have shown the ability to buck overall market […]

Every business adapts to change. Businesses without the adaptive strain in their DNA die. Adaptability is the key to survival. A classic […]

Stock valuations have a mind of their own. Most of the time, stocks tend to trade away from what we evaluate as fair […]

The index has held steady and only gone higher in 2017.  Corrections haven’t even lasted beyond a day or two. But, at the same […]