Preparation Hour
The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]
Play Safe Now
A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” […]
Time to move forward
The FIIs have been persistent sellers of Indian equities. DIIs have bought steadily and supported the market. This explains the index not […]
Trend Reversal
The recent weeks are seeing the trend turn in several areas. Investment flows are looking very different with the persistent selling of […]
Trouble comes in threes
”Trouble comes in threes” goes the proverb. So, when the budget threw capital gains tax at our stock markets, we kind of […]
Redemption Time
Selling is never easy. Much as investors love profits and die to make more of it, when it comes to taking it, […]
A New Year Greeting
As we bid adieu to a wonderful investing year and welcome a new one, it’s time to pause and ruminate a bit. […]
Role Play Begins
The last week of a calendar year is usually the time when global institutional investors take a break. When they return in January, their investment actions are often […]
To Relearn, Unlearn
If you are an Indian investor, asking the right questions now is the most important thing. The logic is simple – when […]
A New Script Awaits
December is always a defining month for the equity markets. It is the vacation hour for global fund managers. They take stock […]
The much awaited surprise
An upgrade of India’s sovereign rating right in the middle of one of our history’s toughest economic reform programs is clearly a […]
A coming of age moment
Indians don’t fancy financial products much. A mutual fund, ETF, or ULIP is supposedly meant for investors who don’t have any idea […]