Liquidity Rules
Markets are hitting new highs every week. But, economic fundamentals don’t seem to support such a prolonged rise. Economic data is definitely […]
Consensus Is Absolute
The bottom up trade in our markets has never had it better. Individual stocks have shown the ability to buck overall market […]
Survival of the fittest
Every business adapts to change. Businesses without the adaptive strain in their DNA die. Adaptability is the key to survival. A classic […]
Valuations over performance
Stock valuations have a mind of their own. Most of the time, stocks tend to trade away from what we evaluate as fair […]
Keep Global Watch
The index has held steady and only gone higher in 2017. Corrections haven’t even lasted beyond a day or two. But, at the same […]
Be Driven By Value
What is going on in the market now? Most people are wondrously looking on. The anxiety to invest remains high. The index seems […]
When it rains, it pours.
“When it rains, it pours good news on markets”. The prompt arrival of the monsoon has eliminated one chapter in the investor’s […]
Stay Contrarian
The stock market is the only place where heightened optimism and extreme pessimism actively coexist. The same investor who is overly optimistic […]
Maintain Vigil
The Indian markets have rallied continuously from January 1, 2017. The Indian markets moved towards making new highs post-election results in Uttar […]
Steer Cautiously
The markets again touched their all time highs last week. In course of the week another issue came back to the forefront […]
Expect Surprises
Liquidity can create more irrationality than we can imagine. Often, investors hasten their investment process just to rid themselves of liquidity. It tends to […]
Make Your Choices Smarter
Domestic investor confidence has risen sharply over the past two months. During this period domestic investors have gravitated even more towards equity, […]