When the Music is Over
A much-ignored data point in all this equity market euphoria is the steady rise of global bond yields since August 2020. Globally, […]
Disruption or Distraction?
The cryptocurrency craze that took winds a few years ago has now turned into a storm. Without much legitimacy beyond trading, this […]
Commodity Boom & Consequences
The commodity rally is now in a very interesting place. Key OPEC members refused to provide more oil by maintaining production cuts. […]
Dark Clouds Are Here
Global equity markets seem to be tiring. The yields are rising in US debt markets. Exchange rates are moving swiftly and unpredictably. […]
Avoid Overconfidence
The last year has changed our outlook towards returns, risks, and our potential. The market’s prolific rise, retail participation in the rise, […]
Keep Your Powder Dry
When soldiers are out at battle, they’re on high alert to act on a moment’s notice. Guns are effective only if the […]
Think Global, Act Local
The budget seems to have changed the market’s view on cyclical stocks. There is a clear intent to spend our way out […]
Budget 2021
It is budget time. The excitement which makes its customary presence is very much in the air. Government has very little room […]
The Buoyancy Plays On
The first blockbuster result of the third quarter set the mood for another exciting results season. Evidently, the performing companies are set […]
The 2021 Challenge
The number 2020 resonates instantly with the culture of immediacy that we normally associate with T20 cricket. Investing in 2020 amply symbolised […]
Mind Games in Markets
Social talk on equity returns is back in group behaviour. People you meet physically or in social media are all talking of […]
Countdown Begins
A very eventful investing year will soon be behind us. 2020 has taught us many things. Once again, the benefits of being […]