The Debate Rages On
When quality is bought at any price, the market opinion tends to get polarised. On one hand, the believers in quality stocks […]
Be Progressive
“When is the best time to put money into markets?” This question bothers every equity investor no end. But what every equity […]
The Reboot Trade
Markets have quietly accepted the second wave of Covid as a reality. They recognise this wave will go through its woes and […]
FII Versus Retail
The current market context is very interestingly poised. On one hand, FIIs have relentlessly sold nearly Rs. 23,000 Crores of Indian equities […]
Inflation, Inventory, & Investing
The inflation data from the USA aren’t exactly encouraging. The uptrend in global commodities seems to pose a serious inflationary threat. When […]
Lockdown Lessons
Lockdowns impede economic activity. In their present form, the impact may be different from the last time. We are heading towards a […]
Managing Advice
For an investor, it’s normal to be stopped by a stranger and asked for advice on a specific stock. This tends to […]
Price Always Meets Value
An argument on social media went like this. “Look at how this stock price has been rising continuously without any let up? […]
Recency Bias Returns
The resurgence in Covid cases has once again triggered Covid trades. Investors are going back to what worked last year in the […]
More Volatility Ahead
The sharp upswing in the dollar and the resulting softening of the rupee has set the context for another phase of volatility. […]
Expectations 2021-22: Set Them Right
A roller-coaster financial year can either leave you all pumped up or all drained down. Where the markets end up in a […]
Suez Canal Is A Black Swan
A week back, the Suez canal was just another place at the back of your mind. Today, we know that at least […]