Right Price Quality
“Quality always comes at a price”. This often-repeated argument about mid-caps is suddenly looking a bit wobbly. The reason is that the […]
Fight pessimism with patience.
Global factors will dominate our markets in the coming weeks. Oil prices have trended down and settled to a soft regime. The […]
Look beyond the immediate.
The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a […]
We needn’t do what the FII’s do.
What should we expect from the markets? Should we wait even to decide what our expectations should be? We see investors getting […]
The long haul has just begun.
FII’s are taking out money now. They are always opportunistic” I heard an investor crib about how FII’s were bringing our markets […]
Tortoise
Your seat belts sign is on. Please stay seated until further instructions. “Haven’t we heard this before when a flight we took […]
An “Interest”ing Week
Results of the fourth quarter have been anything but reassuring. With low oil prices, low commodity prices and falling interest rates, we […]
Markets await the monsoon.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771048123{margin-bottom: 0px !important;}”]When markets trade sideward’s or slowly trend down, investors must alter their approach to make the best of the […]
Modi moved their cheese.
Party conversations on the economy are a bit sour these days. Especially, if there are industrialists in the room. Trying to understand […]
The Winner Takes It All
The worst of the times for an economy is when confidence runs lowest, people have lost faith in their government, the currency […]
Skin in the game matters.
Investing is probably the only vocation in which those without their skin in the game enjoy disproportionate influence. I am referring to […]
Maintain resolve
“Why is there so much gloom?” A client who believed that nothing could go wrong to the Indian stock market a year […]