Reversion Returns
Every market opens up newer investment opportunities. There will always be businesses that nobody wants to own. Or at least, only a […]
The S-Factor
Markets have a habit of surprising investors. The surprise tends to vary in intensity and impact. How markets react to surprises, determines […]
Class is Permanent
Investment styles in mutual funds are unique. The valuation paradigms of each fund manager drive them. Every fund manager’s approach to risk […]
It Is That Festive Hour
It’s that time of the year when the festive mood creeps into market trade. Every investor is optimistic and every fund manager […]
Back on Track
GST’s travails went through another interesting week of twists and turns. The acceptance of a new, modern tax system by its stakeholders […]
Think beyond the immediate
The week marked remarkable change in domestic investor sentiment. The Indian market story has long ceased to be a secular one. We […]
Yin and Yang – Indian Style
When DIIs sold, FIIs bought and when FIIs sold, DIIs bought. This was almost mistaken for some kind of Yin and Yang […]
Disruption Returns
The last week saw a heated debate on electric vehicles. This brought back intense focus to the threat, disruption poses to the […]
Priced to perfection
The investors are always more obsessed with knowing who is buying a stock than who is selling. The natural inclination is to follow […]
The Demon Remains
The one thing where market consensus is growing is that domestic inflows into equity aren’t going to slow down anytime soon. This […]
Valuation drivers always prevail
What should be a good time horizon to judge your investment performance? Should this time horizon be the same irrespective of where […]
Atypical Times
Corporate governance is an evolutionary phenomenon in an emerging market like India. We recognize that a statement with strong portent was made. […]