Think Ahead
While the markets were focused on equities, yields on the 10-Year gilt quietly rose to cross 8% again. With other asset classes […]
Play It Safe
“Large caps look inexpensive compared to small and midcaps.” A value investing peer said this in a rather complaining tone. To investors […]
The Winner Takes It All
Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]
Revisit Your Math
Rising oil is something nobody has factored into their investment calculus. So, there will be a need to rewrite the whole math. […]
Take Positions
The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]
Deal with Digital
The coming weeks will probably see a big deal announcement. This is going to be in a space where investors constantly doubted […]
The Wall of Worry
Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]
The Tables Turn
Just four months ago, the markets were showing consensus on the end of the extended market run enjoyed by tech stocks. “Where […]
The Results Redux Begins
As tech stocks hit new highs and commodity prices spike upwards, domestic investors seem to be ignoring them for now. On the […]
Capture Emerging Opportunities
India saw the most number of economic reforms in 2017-18. It was a year when the GST was implemented, the IBC gained […]
A New Financial Year
A new financial year brings along newer opportunities and challenges. A financial year which follows an extremely profitable investment year will always […]
Keep Your Chin Up
When markets correct sharply, where are you looking? This question assumes special significance as the indices are down 10%+ from this year’s […]