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 […]
Take Positions
The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]
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 […]
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 […]
New Chair, Same Vision
Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as […]