Making Conviction Count
A 3% fall in the headline indices cannot be called a crash. In fact, it cannot even be called a sharp correction. […]
Damage Control Hour
The curse of overpricing a very large marquee IPO will always be more than just about numbers. People will not see it […]
Common Sense Wins
When you are at crossroads in decision making, where do you seek counsel to take the right direction? We seem to be […]
Battling Inflation
India is managing inflation at multiple levels. The last time India cut a sorry figure was when we could not meet the […]
IRCTC Saga
When ownership is with the president of India, and control is with an operating ministry, the lack of alignment between ownership and […]
Change in Direction
Market focus is not changing direction. We have seen in the last 18 months that small and mid-caps have been hugely profitable […]
Experience – The Guru
Experience teaches us how to respond when faced with similar situations comparable with our past. When we are faced with the same […]
A Stop-Loss Moment
It is important to understand the reason for the government to be in a particular business. In most instances, the government need […]
Efficiency Triumphs Growth
Betting on the markets is betting on growth. That extra 1% GDP growth can translate into significantly higher corporate profit growth. The […]
Kicking The Can Down The Road
When a crisis arrives, there are two ways to respond to it. One is to solve it, and the other is to […]
Volatility Spikes Again
Volatility erupting is not so predictable. It could start out of a housing crisis in China, a crash in iron ore prices, […]
What is Mr. Market Telling Us?
Mr Market is telling us that there are no other investment alternatives. Other investment classes are simply not seen as attractive. Today, […]