Calibration Is Key!
The results season has begun on a soft note. Anyway, expectations were set lower. Companies barely matched these lowered estimates. The expectation […]
Testing Days Ahead
The correction in January has been sharp, swift, and sudden. Few investors anticipated this would play out as it did. More relevantly, […]
Breezy Times Ahead!
The year has begun on an optimistic note for Indian equities. Investors continue to favour equity over other asset classes. The coming […]
What To Focus On?
This weekend, we are all definitely feeling very relaxed and thankful for 2024. This year could not have been better and has […]
The Rate Cut Reset
Between one December and another, a lot has changed for the Federal Reserve. The Fed ended 2023 with a bang and the […]
Sustainability Is Suspect
Can the markets sustain the prevailing high valuations? Nobody is sure whether the market can actually sustain, but everybody is hopeful that […]
Think Beyond Dips
In recent years, the strategy of buying the dip worked very well for equity investors. Investors only needed to focus on buying […]
Data Blues in December
A slowing economy and a thriving stock market usually can’t go together. One of the two needs to change. The economy has […]
Knowing When To Pause
Chasing returns is not new. Neither is chasing benchmarks. In fact, the two are conjoined in the middle. When it is not […]
The Jury Is Still Out!
The fall in the markets over the past month has raised an interesting debate. The debate surrounds the relative outperformance between largecap, […]
When Bluechips Are A Letdown!
When you overpay in haste, you regret at leisure. Time is the greatest teacher in investing, and refusing to learn in due […]
Start Afresh
We just entered the toughest Samvat in a long time. Investors always need to sense when the going gets tougher. And, those […]