The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on the strength of alliances. Obviously, the ruling party will need to reboot its strategy while the opposition suddenly seems to have begun its preparation earlier. As investors, we…
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a certain view of the macros just a month ago when oil hit $85 are now forced to hurriedly review their position. This must be quite harrowing as investment…
Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our own making. Too much liquidity chasing stocks had made markets way too expensive. But, investors kept pouring money into SIPs. And the markets refused to correct despite FII’s selling…
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power are closely intertwined with oil and the dollar. Inflation could rear its ugly head if both oil and dollar become difficult to manage for the government. Stock markets…
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate conviction into investments, how we allocate money into an investment, and how we hold onto the investment. Generating conviction, growing conviction, preserving conviction and translating conviction are four…
