Develop Confidence Through Conviction
The drama of falling emerging market (EM) currencies taught us some lessons. The lessons were long overdue. Just that the lessons taught […]
The Slow Cycling Hour Is Here.
What hit us? Indians across the globe are wondering what caused this economic mess. The subprime crisis of 2008 created a wave […]
Where Will The Growth Come From?
Politics always plays the dampener to good economics. This is how it works everywhere. Taking hard economic decisions is not a politician’s […]
A test of conviction
Imagine 100 companies go on a borrowing binge outside India to invest in Indian operations. They have long gestation periods, no forex […]
Thinking long term at the right time?
The past few weeks have seen the banks report soaring NPA’s. What the banks haven’t told us is where these are coming […]
Review results. Re-calibrate responses.
If some good happens to the Indian economy, it rarely happens by design. It is either by accident or by compulsion. So, […]
The Stress Test Is On
Expectation is the root cause of all heartache. Shakespeare’s words ring true timelessly. We almost always have trouble managing expectations. So, we […]
Watch out for more rupee relief.
Talking to HNI’s and investors gives one a clear sense of their despair that is set to turn into extreme anger. In […]
Defensives Vs Value – Time to shift?
The TCS results firmly re-established the Tech space as a defensive that the markets could depend upon. With INFY, HDFC, HDFC Bank, […]
Dividend In Before The Markets Dividend Out.
There are times when the markets reward excellence and punish under performance. The economy will usually be buoyant at such times. There […]
Time to Re-balance Assets
2008-2013. Indian investors have burnt themselves at almost every asset class they invested. We say almost because the carnage in real estate […]
The Interest Should Shift Soon
Conventional thinking says that the markets should go up when the Central bank, RBI drops interest rates. This belief stems from the […]