Hear the other view
Sounding a warning bell to the equity markets is a thankless job. If you are early, you are going to face ridicule as the markets go the other way from your warning. If you are late, you will [...]
Irrationality fuels markets
An interesting week saw significant divergence in the markets. ITC, a stock which significantlysupported the index in its sustained rise suddenly gave way due to flimsy reasons. The stock [...]
Liquidity Rules
Markets are hitting new highs every week. But, economic fundamentals don’t seem to support such a prolonged rise. Economic data is definitely mixed. Problems in our economy are on a slow [...]
Consensus is absolute
The bottom up trade in our markets has never had it better. Individual stocks have shown the ability to buck overall market trend and deliver superior returns. Over the past two years, investors’ [...]
Survival of the fittest
Every business adapts to change. Businesses without the adaptive strain in their DNA die. Adaptability is the key to survival. A classic all-time great example is WIPRO. When rampant tax evasion [...]