Investing in a Slowing Economy
The recent data on India’s economic growth clearly point to a slowing economy. But, confidence metrics like the PMI data show a […]
The Debt Train is About to Depart
The investment universe always creates a setting to invest in a particular asset class. COVID was a setting that enabled an equity […]
The Tea Leaves Begin To Show
The results season ended without much excitement. The markets lost interest in the results season as the Adani group related thoughts dominated […]
Time to Build a Multi-Asset Portfolio
Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only […]
Life After the Adani Event
The Adani fiasco, once again, tested our systemic preparedness, regulatory response, exchange mechanisms, and most importantly, market resilience. The good news is […]
Meeting Expectations
Early trends in the result season indicate an interesting phenomenon. Companies will broadly live up to their guidance and investor expectations, but […]
Waiting Won’t Help
When opportunity knocks, what do investors do? Most begin to think that the opportunity will get even better. The result: they wait […]
2023 Outlook
The world economies are going through a lot of macroeconomic challenges. Growth is hard to come by for several developed counties. Inflation […]
The Year End Fire Sale
A sharp correction across the board is just what the doctor ordered. Corrections like these test investors’ conviction in equity as an […]
The Year End Mood
As we near the end of a very difficult year for most investors, the mood seems to be a bit pensive. The […]
Glory…Glory…PSU Banks
During COVID, doomsayers in the market believed that most public sector banks would go bust and that the Government had nothing in […]
2022 in Retrospect
December is here and the usual year-end exuberance has returned. We are seeing all-around participation by investors. FIIs, DIIs and retail seem […]