Opportunity keeps knocking at an investors’ door. Investors with a keen ear are always quick to latch onto opportunity. The majority however mostly remain oblivious of opportunity and only realise it has passed by long after the event. Should the majority believe that the market’s attractive opportunities are not for them? Should…
Expectations can change much faster than we think. Consider this. In 2008, everybody who was a stock market participant genuinely believed their stocks could not go down. In 2009, nobody wanted to buy shares because there was consensus that stocks would go nowhere. In January 2016, nobody wanted to bet on stocks.…
There is no alternate to adhering to good economics. If sound economic practices are violated, the impact on societies will be profound. In such situations, societies will respond with alacrity. The message from Brexit is strong and loud for politicians and governments who underestimate the power of the people. The…
Consolidation is the buzzword now. Be it banking where the first move came from the leader SBI or insurance where HDFC life has moved to form a strong number two player, companies are moving to grow inorganically. The circumstances under which inorganic growth happens all around us must be well…
With the monsoon rains fast spreading around us, what would you reckon is the best investment to be in? A simple, no brainer choice would be the business of selling umbrellas. Every year, around this time, one would read about how an umbrella maker is innovating to draw more business and how it…
The stock markets were carrying this eerie fear through the months of January and February. We knew that things were not going well with the economy. The crony capitalist Industrialists of India with dreams way beyond their means, helped by friends in the right places, had technically gone bankrupt. Most of the…
Behaviour is the most critical component of investing. A simple test of one’s behavioural quality will tell a lot about an investor. Typically, most investors want to invest on seeing good returns out of their past investments. If they return well, they want to put more money. Now, this may…
The slowing of growth expectations has been a global phenomenon in recent times. The US economy once again lowered its growth estimates to 2%. How does this affect India? Our growth expectations have anyway been dropping for the past two years. In this scenario, will we see a further reduction…
The Indian stock markets were paranoid at the very mention of the name of that country. If the tax concessions given to this country were to be withdrawn, the belief was this would damage our market sentiment beyond repair. So we were told. Successive governments failed to act on this…
Global Interest rates clearly will play the Joker in the pack. They will determine global market sentiment. Whether they rise or fall or do nothing, the markets will find reasons to be unhappy with them. The reasons are simple. The US economy hints at raising rates and then chickens out…
An economy needs constant supply of a few things. Energy, foreign exchange and food are things which come up on top of our mind when we set out to make a list of economic essentials. One essential we often ignore is water. Our reservoirs are bone dry. Our storage levels of…