Making Sense of the Market Mood
Raising capital under extremely adverse circumstances is truly a great accomplishment. The bigger Indian corporations have shown remarkable chutzpah in raising big […]
Volatility Spikes Up
The US markets are now leading the global market sentiment. Indian markets seem to be fully coupled with what goes on there. […]
The Data Surprise
On Friday, the released US jobs data was a huge positive surprise. This coupled with a weakening dollar gave the stock market […]
Rotation Gains Currency
The markets are at peak polarization on valuations. We have an extremely expensive part and a very inexpensive part. There is no […]
The Lift Off Begins
The RBI delivered on the government’s announcements. Another rate cut extended moratoriums on loans until August 31st, and changed credit exposure limits […]
Stimulus Signals
The signals from the stimulus are crystal clear. It is more monetary than fiscal. Clearly, the government is trying to bet on […]
Dalal Street Signals
It was a very busy week on Deal street. Reliance came up with two back to back private equity deals for its […]
Beyond The Bounce
The good news from India’s big business triggered the stock market bounce. A swift, big capital raise will follow this good news. […]
The Crisis in Debt
Naturally, equity investors think that a crisis in debt funds will not affect them. They tend to see equity and debt as […]
The Real Pain is Ahead
An economy going through a phase of total shutdown for nearly two months is almost unheard of. We never wrote that scenario […]
Get the Right Balance
The falling interest rates made many investors move from debt to equity. While doing so, they chose investment instruments which were paying […]
Prevail Over Volatility
The heightened volatility in our markets seems unrelenting. Fear is pervasive. Every rally is getting sold. Markets are nervously scanning global indices […]