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 […]
Volatility Returns
Politics makes a huge comeback in the stock markets, exactly when the markets are not ready for it. Unlike other market disruptions […]
Preparation Hour
The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]
Play Safe Now
A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” […]