Tag: equity

market-wrap-take-positions

Take Positions

The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. Oil prices predictably spiked. Several domestic banks reported their worst numbers in recent history. Provisioning norms enforced by the RBI seem to have taken a toll. The political…

market-wrap-share-1-thetableturn

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 is the growth? What will happen to Indian tech if automation and Artificial Intelligence take off?”. The cynics were having a field day. People were clearly mixing up…

market-wrap-share-e1522851245306

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 have the challenge of delivering comparable performance. After a good year, we expect the next to be even better. But, when the year gets progressively tougher, then the…

Preparation Hour

The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves towards the end of a financial year, that exaggeration is swiftly disappearing and getting replaced by fear. We could see an overreaction on the other side too. And,…

Play Safe Now

A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” $1.2 billion waiting to get into midcaps says CLSA”. The logic behind this premise interested us even more than the actual premise. The premise was that mutual fund…

Open chat