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 […]
Time for voluntary asset churn
A weak rupee brought back fears of a widening CAD and high inflation. That virtually sealed hopes of a rate cut in […]
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 […]