Oil, The Dollar and The Rupee
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power […]
A Weak Rupee Requires A Strong Response
The rupee now stands at 72 against the US Dollar. This is an unprecedented low. So far, neither the RBI […]
The Active-Passive Choice
Investors are always so busy celebrating market highs that they miss the peak out moment. So, most investors tend to wake up […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]
The Need Of The Hour
Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, […]
Managing Conviction
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate […]
Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]
Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]
Seek Safety
Indices do have their own way of peaking out. Up moves and peak outs are connected. What happens around an up move […]
Debt Note: Minimum Support Prices
Investment Strategy Bond markets may witness volatility over the next few weeks. Debt portfolios could see notional losses because of this. Portfolios […]