The return of the FII’s on the buy side has turned things upside down. Until now, the FIIs were mostly sellers and […]

The markets have hit a new normal. Political capital is no more a worry for the Government. Now, the Modi government can […]

“Investing is not supposed to be easy, and anybody who finds it easy is stupid.” These words of Charlie Munger were highlighted […]

Global factors keep returning again and again to haunt our markets. Just when we believed that we are de-coupled from global markets, […]

Most people make investments because they want to. They often ignore & overlook whether they actually need to. Investing works very well […]

There is something about history. It often repeats itself. It has a pattern. Market cycles have a classic repetitive pattern too. Investors […]

There is something about how retail investors measure performance. First, they anchor performance to their own expectations. Secondly, they want their whole […]

The rate hike in US finally happened. As an event that was long expected and widely speculated, it didn’t carry any surprise […]

The Math of Demonetisation is slowly emerging. Money mostly is finding its way to the bank. The banking system seems to be coming under […]

Demonetisation became the side story on Tuesday evening. The real story was reported in almost invisible columns in the dailies on Wednesday. […]

The economy is set to slow down on the consumption side. Clearly, the financial results for the third quarter will be nothing […]

“Sell in December and go away” is a popular slogan among global investors. Seasonality in stock markets may defeat all rationality. Yet, […]