Time for asset rotation.
The greatest irony of the Indian economy is the regulatory gap. On the one hand, RBI and SEBI maintain strict vigil over […]
Knowing one’s needs clearly helps
Most people make investments because they want to. They often ignore & overlook whether they actually need to? Investing works very well […]
Wars Don’t Last. Markets Do.
Is a War a big spoiler for markets? Look at how they played out in recent times. First, it spooks oil prices […]
Time To Learn Slow Cycling.
The question now is not if but when. We are talking of the Federal Reserve of America raising interest rates. While the […]
When Cash is King
There are times in the cycle when markets go nowhere. Dubbed “sideward markets” this phase in the markets could see stock process […]
Stay On The Cycle
Something more eventful than the budget happened last week. It was the inter-se transfer of a title between two Gujaratis – that […]
Think Beyond Now
The business of a good budget is to be business-like. Often we mistake business-like to be blatantly pro-business. This budget manages to […]
Before it becomes too late!
Conversations with strangers on flights bring up interesting insights. Once they know you are a serious investor, the conversation turns to assets. […]
Budget blues begin.
The budget has long been rendered redundant. The very fact that governments successively and successfully worked around the budget to meet their […]
The conviction test begins.
“Great expectations” – that is how we would sum up the market mood so far in 2015. Being upbeat has led to […]
Time For A Cold Shower
“Small is beautiful”. Or so most people believe after seeing how smaller and midsize stocks have delivered over the past year. Past […]
Time to stand apart from the herd.
30000 for the sensex is an intoxicating number. It would make one feel heady if we think of where we stood 18 […]