Be Defensive, Stay Contrarian
The genesis for the current meltdown in Indian markets must be understood well and remembered for a long time to come. Interestingly, […]
The Winner Takes It All
Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]
The Wall of Worry
Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]
The Tables Turn
Just four months ago, the markets were showing consensus on the end of the extended market run enjoyed by tech stocks. “Where […]
Fixed Income Outlook – April 2018
Market Outlook: Volatility has struck debt and equity markets in equal measure in 2018. Valuations continue to remain an area of concern […]
The Results Redux Begins
As tech stocks hit new highs and commodity prices spike upwards, domestic investors seem to be ignoring them for now. On the […]
Capture Emerging Opportunities
India saw the most number of economic reforms in 2017-18. It was a year when the GST was implemented, the IBC gained […]
A New Financial Year
A new financial year brings along newer opportunities and challenges. A financial year which follows an extremely profitable investment year will always […]
Keep Your Chin Up
When markets correct sharply, where are you looking? This question assumes special significance as the indices are down 10%+ from this year’s […]
Preparation Hour
The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]