Will the policy action finally begin?
Quick Edit: The policy window, a period when parliament is not in session starts now. If the government is serious about reforms, […]
Time to Buy Value
Quick edit: The earnings guidance, a concept hugely popularized by Infosys in India, displayed its downside this week. When Infosys performed marginally […]
Time to Build Your Investment Book
Quick Edit: Followers do little to themselves; they mostly contribute to the winner’s kitty. Investors who wait to see the right signs […]
Confidence Returns
Quick Edit: Portfolio churn isn’t always an avoidable idea. While constant churning of portfolios is a strict no-no, selective churning has its […]
Exiting the bunker.
Quick Edit: Investors shunned equity for a long time and chose the security of debt. Safety took precedence over returns. Like people hide themselves […]
On the cusp of change
Quick Edit: Nervousness is not new to the stock markets. The context which creates it makes all the difference. The week saw […]
Decisions count. ithought market wrap-80
Quick Edit: The AGM of Reliance settled one thing. The company’s reign as a market mover has ended. Nobody is going to […]
When the going gets tough, tough gets going.
Quick Edit: A slowdown stares at us. Bad news, isn’t it? But, it comes with a silver lining. This slow down is […]
The Rupee Conundrum
Quick Edit: The rupee at 56 – what does it mean to investors? In dollar terms, the much beaten equity assets have […]
Are we at an inflection point?
Quick edit: It is every investor’s dream to catch a market bottom. But, catching a bottom is an elusive hunt as nobody […]
Predicting Index or Focusing on Investing?
Quick Edit: Predicting the index is a dangerous business. Trying to do it within a time frame is double trouble. In times […]
Bridging the confidence deficit.
Quick Edit: When indices fall, we commonly find ourselves wanting to buy attractively priced stocks and not finding enough money for doing […]