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 […]
Interesting Days Ahead
The sharp fall in the magnificent seven US tech stocks seems to be sending ominous signals to global markets. The US markets […]
It’s good to lose something to finally win!
The debate over the removal of indexation and reduction of LTCG on real estate and gold has been more emotional than factual. […]
Prepare Now For Better Times
In the last month, indices appeared to deliver easy returns. On digging a little deeper, you will notice that individual portfolio performances […]
NFO Party Continues
The markets are seeing a flood of NFO's in mutual funds. These are mostly in the thematic category and are following up on the success of a few earlier themes. Thematic funds are not simple products.
The Tough Will Need To Get Going
The stock market is showing all-around strength with strong retail sentiment supporting multiple themes and categories. FIIs have also reversed their selling stance and turned into buyers recently.
The Party Seems Unstoppable!
The current financial year is setting itself up to create a new record in promoter selling. Promoters have comfortably been selling a significant part of their holdings to domestic institutions and mutual funds. Despite the rising trend in valuations, this season of easy exits seems to be extending.