Opportunity in Uncertainty
Macro signals play a very important role in deciding the market trajectory. The Jackson hole speech by Jerome Powell has clearly signalled […]
Restructuring Hour
A bear market rally is an opportunity that you are never prepared for. It catches you by surprise and continues to surprise […]
Pursuing Financial Independence
Every one of us values our independence, the freedom to make our choices, to choose our lifestyle, fashion our careers, and live […]
Seize the Moment
The markets have run up too fast in July. Investors are wondering if this run-up is sustainable. That’s a question for which […]
The Return of FIIs
The week saw the return of FIIs as buyers in the equity market. This was completely unexpected. The resulting outcome saw a […]
The Learning Hour
We anticipated that there would be a need to reset expectations. This result season clearly seems to be confirming our fears. Several […]
Resetting Expectations
Result season has begun on a note of disappointment. The reasons are more related to the market’s expectations. In a volatile economic […]
Turning Volatility into a Friend
Turning market volatility into a friend requires conviction. When markets lose confidence, it translates into selling stocks without bothering about intrinsic value. […]
Twin Worries Return
The twin deficit problem is not new to India. Whenever we had adverse forex flows, very high crude prices, falling exports or […]
The Game of Flows
Are our markets now completely in sync with global markets? Or are we seeing FII selling even though global markets are showing […]
Sentiment Slumps
The markets fell without much relief throughout the week. The selling was persistent, ending the week on a very difficult note. Sales […]
Reality Dawns
Preparation for rapid change in macroeconomic conditions is an intrinsic part of investing. Every investor must always stay reasonably prepared for big […]