“Great expectations” – that is how we would sum up the market mood so far in 2015. Being upbeat has led to […]

“Small is beautiful”. Or so most people believe after seeing how smaller and midsize stocks have delivered over the past year. Past […]

30000 for the sensex is an intoxicating number. It would make one feel heady if we think of where we stood 18 […]

How we invest during volatility decides how much we return during euphoria. Investors love the idea of thinking big. Everybody dreams of […]

Remember “musical chairs”, the game played in your childhood. Investing in bull markets is very similar. It is only when the music […]

How should we approach investing in 2015? First, we should look beyond 2015. 2015 will only see the groundwork being laid for […]

2014 was a blockbuster year for equity investing. It played out like a film script. 2014 was born out of pessimism. Markets […]

The big picture of the economy doesn’t change every weekend. Unlike the cinemas which keep shifting the big picture every week, the […]

Fear returns exactly when nobody expects. Bad IIP numbers, widening deficits and a weaker rupee are seen as provocative symptoms. Doom saying […]

Investing is the intersection of economics and psychology. –Seth Klarman The complete absence of fear is the perfect setting for the advent […]

Are macroeconomic trends and stock markets really connected? Many people think not. The stock market deceives many with the impression that it […]

Mergers and acquisitions are the buzzwords all around us. Businesses seeking rapid growth in a recovering economy clearly prefer to grow inorganically. […]