When Opportunity Knocks
The markets fell ten days in a row without respite. Investors waited for a bottom, watching most of the time. Then, when […]
Adversity in a Changing Context
Rising interest rates rattle markets across the world. Our market is no exception. To add to the problems of the equity markets, […]
The LIC Litmus Test
Pulling off a mega IPO is never going to be easy. To raise huge sums of capital requires mass following, great investor […]
The Winners’ Formula
Thematic investing is a function of conviction and belief. Conviction grows when you believe in the right space for the right reasons. […]
Show Clarity and Focus
The clear reset in GDP growth expectations by the RBI, the Infosys results disappointment, rising attrition across Indian tech companies, and an […]
When Growth Slows
The RBI has corrected its estimate of India’s GDP for the current financial year downward. The inflation forecast has been revised upward. […]
Beyond the Predictable
Every year, when you look back to see what performed, the most striking feature of the market is its unpredictability. The markets […]
What is Value?
Investors who are closely adhering to the principles of value will always seek where they can find value. This search for value […]
Beyond the Relief Rally
The markets are expressing relief after the Chinese central bank and the Federal reserve indicated their approach. The fact that there could […]
Making Allocations Count
The choices investors make are mostly voluntary. Investors always take easy choices and pick options that look better from a recency point […]
Falling Out of Favour
In every market context, you will always see some themes fall out of favour. This usually happens after a wave of euphoria. […]
Test of Temperament
The panic around Russia’s war on Ukraine was swift and sharp. But, the panic also appears to be short-lived. The markets seemed […]