You are the reason for our recognition
It has been four years since ithought was ideated. To many who know my circumstances, this was a move that wasn’t easily understood. The times were such – 2009 was a year when the [...]
Watch out for more rupee relief.
Talking to HNI’s and investors gives one a clear sense of their despair that is set to turn into extreme anger. In the past few years, every asset class has failed them. First, it was [...]
Defensives Vs Value – Time to shift?
The TCS results firmly re-established the Tech space as a defensive that the markets could depend upon. With INFY, HDFC, HDFC Bank, HUL, ITC and TCS forming the formidable frontline, we see the [...]
Dividend in before the markets dividend out.
There are times when the markets reward excellence and punish under performance. The economy will usually be buoyant at such times. There are also times when the markets look for consistency and [...]
People never learn & I hope I am wrong
My best friends have all been calling me and asking the same question. “Should I buy property now ?”. A palpable anxiety will dominate every conversation. Interestingly most callers [...]
Time to re-balance assets
2008-2013. Indian investors have burnt themselves at almost every asset class they invested. We say almost because the carnage in real estate is waiting to happen. The impact is class-neutral and [...]