Let Prudence Prevail
Bull markets that thrive purely on technicals are often doomed to perish by their own hands. A market fueled by liquidity will […]
Evolution of an Investor
An investor’s life begins as a stock analyst, grows into the role of a strategist, and then evolves into that of an […]
Are markets turning!
Global fund flows have shifted direction and gears. The result is seen in FII outflows from Japan and India. Under allocated global […]
This Time May Be Different!
The week saw the market mood turn significantly. What looked like a unrelenting bull market suddenly showed significant cracks. The Chinese stimulus […]
Unexpected Winners
The obvious winners are always in an investor’s radar. No matter what they do, there’s no escaping the noise. The stories and […]
Get Asset Allocation Right
Fortunes are made over short bursts in a rising stock market. Fortunes are also lost in very abrupt meltdowns. But the fortunes […]
Will Metals Shine?
In a market where equities are outshining every asset class, investors wonder whether there’s any other asset class that can share the […]
Time To Be Decisive
Are global commodities signalling anything to the equity markets? The sharp slump in oil and other commodities over the recent weeks has […]
The Power Of Preparation
Where are you invested right now? Most people simplistically answer in terms of just the asset class. “I own 60% in equity” […]
Power of Calibration
Calibration in investing is an absolute art. We must know our portfolio very well. We must look closer to know where we […]
Safety First
“How can I safeguard myself from a sharp correction?” For most investors, this top-of-mind question is bothering them. Yet, nobody wants to […]
Yen Carry Trade
After a long smooth run, markets had a dramatic start to August. It began with monetary policy between the US and Japan […]