For Now, Greed Is Good.
It is never easy to catch falling knives. Most people who want to have the knife believe they can pick it up […]
Think Macro
Drawing up parallels is one way of arriving at investment decisions. In similar scenarios during the past, the stock market behaved identically. […]
The Art Of Expecting.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770772149{margin-bottom: 0px !important;}”]Every New Year starts with the same old challenge. We encounter the same problem year after year. We feel […]
Hibernate
Equity investing is a discipline with attendant quirks and can be occupationally hassling. Giving your very best doesn’t assure you of immediate […]
Time to revisit risk
Indian investors have had an uneventful investment year in 2015. None of the asset classes did well. Gold disappointed badly. Property seems […]
Waiting for a Fed rate hike.
Prediction is a risky business. Often, a prediction going wrong can endanger reputations built over lifetimes. Yet, most of the investment world’s […]
Value Preparedness
A month of incessant rains tend to dampens one’s mood. When the rains culminate in the century’s worst floods, one tends to […]
The wait for reforms
Tax reforms in India are never easy. Resistance comes from all corners. In a country where the tax adherent lot is a […]
Modi’s Lagaan moment
India’s economic recovery seems to be an uphill climb. Two battles are being fought at the same time. The slowdown in the […]
The opportunity lies in boredom.
There are times when you simply buy. There are times when you have to hold on and do nothing. There are times […]
Development wins, Anyway.
What happens now to the development agenda? This is the only concern of the stock markets. Election outcomes are always seen by […]
Time Corrections Aren’t Forever.
Results season inevitably become a question hour. Instead of getting worked up about the questions let us try and find some answers. […]