Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a strong coalition with a clear leader. On the other, there is a strong opposition of divided forces to that leader. While the impact of a united opposition could…
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets are clearly gripped by the fear of loss. And, investors dump every stock where they fear further loss. And the very risk aversion they display is causing huge…
The markets saw heightening volatility this week. The stress was very visible in financials, small caps, and midcaps. The sharp cut in valuations of companies in this place has come as a nasty surprise. What went wrong? Firstly, investors assumed that growth would last for a long time. Secondly, they…