Time for the green shoots.
Indian equity investors approach Diwali with an air of reluctance. The markets hit an all-time high on the BSE SENSEX and approach […]
Time to be a contrarian- ithought’s market wrap
Quick Edit: A fortnight is a long time in the stock market. Especially, when it is the year’s first one. The markets […]
The search for direction begins
The term defensive usually gives us a negative connotation. In stock market parlance, we call a company a defensive because we will […]
FII’s Lift Their Spirits. And, The Markets.
When economies slow down, the stock markets struggle to find a stable leadership pack. How this leadership pack is built effectively determines […]
Result hour – time to take stock.
“Trade deficits hit a two year low “. The domestic headline flows clearly seems to be putting the bad news behind. But, […]
Think Beyond the Results Season.
Talking heads with investor peers these days inevitably leads to talking politics. The conversation dwells mostly on number crunching, second guessing alliances […]
Expectations head for a reset
Predicting a crash in any asset class is a dangerous business. To the one making the prediction, the odds are inevitably stacked […]
Rates rise. Growth tapers.
Growth in the Indian economy is definitely set to slow. We will see our GDP estimates getting tapered down as elections near. […]
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 […]