Another All Time High
Another buoyant week and the Nifty Index has touched a new all-time high. Interestingly the trigger for such enthusiasm seems more mood-related […]
The Rates Can Wait
The US Fed Meet clearly signaled its intent on interest rates. While making all the right noises, the Fed still stopped short […]
Rate Fears
The markets were rattled by notes from the recent Fed meeting. The prospect of an early end of stimulus and a probable […]
Find Your Focus
Fear of missing out (FOMO) drives greed in every investor. In turn, greed pushes you to replicate trending behaviour and go beyond […]
Striking Gold
As we write, INDIA wins its first track and field Olympic gold medal. Gold has its own lure and the Indian psyche […]
Macros Drive Markets
The net FII selling for the year crossed ₹40,000 crores on Friday. The persistent selling by FII’s has not led to any […]
Is the Retail Investor Getting Gamed?
Hype has its own trajectory. Once you create it, it takes over and finds its own direction. IPO listing trades are hype […]
The IPO Gold Rush
The market is in a mood to gamble. It wants more opportunities to play the IPO lottery. And, such exciting opportunities are […]
Will New Age IPOs Deliver On Time?
In the listed space, we have a very particular definition of a ‘quality’ company. We look for steady revenue, predictable profits, stable […]
Rising Churn
The journey from contrarian to consensus seems to be getting accelerated in a market running dry on investment opportunities. Just a media […]
Are Markets Closing To The World?
The prospect of rising inflation in commodities is bringing out a very distinct response. Governments are discouraging commodity exports, taxing them, releasing […]
When Interest Gets Fed Up
A meeting of the Fed overturned the world’s expectations on interest rates. This means more than just a forecast. It signifies that […]