Kill Your Demons
Every Diwali, as Muhurat trading nears, hope fills our hearts, optimism swells about tomorrow, and a feel-good factor pervades. If you are […]
Long and Short
The week saw the long best the shorts. After a spell of selling, FII’s turned buyers of Indian equity again. While the […]
FD – Fixed Delusions
In bad markets, one clearly visible tendency is to start thinking in “What if” mode. When returns look below expectations, we want […]
Invest Differently
Another exciting trading week saw several companies trip and lose significant valuation. This trend has become almost routine. Week after week, we […]
Moving Portfolios Forward
The market’s disappointment with its own response to the tax cuts is hardly surprising. The market has this acute habit of hoping […]
Climbing The Wall of Fear
It was a trading week that would best fit the Bollywood description of a potboiler. From fear to gloom, and then to […]
The Great Indian Sale
To sell 2% of a PSU the government destroyed 10% of its market cap. Nobody cared about the impact cost of disinvestment […]
Interesting Times Ahead
It is becoming increasingly clear that liquidity will be sloshing all over. China has signaled its intent to cut rates and raise […]
Beyond Data
The GDP data has been getting worse for a while. The latest Q1 data which came on Friday beat all expectations hollow […]
A New Beginning
When people stop spending, it is a sign of fear. When people stop investing, that too is a sign of fear. The […]
Clear The Air
The week closed on an expectant note. The market expects the government to do effective damage control. The expectations are centered around […]
Keep Watch on Reforms
The phenomenon of economic growth engines slowing down is not new. 2012 was the last time we saw something comparable. Growth really […]