Sowing Time Ahead
Equity aversion has been a natural option for investors who punted on sunrise sectors in 2008 and got badly burnt. The irony […]
Be on course
Quick edit: Investment cycles are usually long and boring. Parallels to a long running soap opera aren’t out of place. One sees […]
The return of Equity
The week that was has served an important pointer. The story certainly got tough for the risk averse investor. The fall in […]
Freeze Your Strategy Now
The favorite pastime that most investors indulge in – index gazing. Investors spend months watching one number for that elusive signal. Often, […]
Crash your fears
Quick Edit: ‘The beast isn’t tamed yet’. The RBI governor said this in his own, long, pedantic style. The beast clearly is […]
Don’t predict. Prepare.
Quick edit: Short on guts, long on fear. This seems to be the mood of the markets. Delving deeper into the investor […]
Beyond the budget.
Quick edit: The budget day is indeed time for some quixotic stuff. The economists think like the citizen and the citizens think […]
Play Volatility by Turning It Around
Are budgets really relevant anymore? The picture painted by the budget is never bright. Deficits are here to stay. They always seem […]
The opportunity window is open.
Are you still wondering if it is a good time to invest in Indian equities? Or, are you waiting for the best […]
The Debt Hangover
Companies that take on too much leverage, stretch their market capitalization, and sell a perennially rosy picture to investors actually believe that […]
It seems to be a time to churn.
The results season has begun very well in January, 2013. Outperformance of expectations is absolutely necessary to bring confidence back. The fact that all three […]
The results don’t tell the story of tomorrow.
Infosys proved why it has been a bellwether stock for close to two decades. It silenced its aggressive critics with a characteristic […]