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 […]
Let Prudence Prevail
Bull markets that thrive purely on technicals are often doomed to perish by their own hands. A market fueled by liquidity will […]
Evolution of an Investor
An investor’s life begins as a stock analyst, grows into the role of a strategist, and then evolves into that of an […]
Are markets turning!
Global fund flows have shifted direction and gears. The result is seen in FII outflows from Japan and India. Under allocated global […]
This Time May Be Different!
The week saw the market mood turn significantly. What looked like a unrelenting bull market suddenly showed significant cracks. The Chinese stimulus […]
Unexpected Winners
The obvious winners are always in an investor’s radar. No matter what they do, there’s no escaping the noise. The stories and […]