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 […]
Fixed Income Outlook – April 2018
Market Outlook: Volatility has struck debt and equity markets in equal measure in 2018. Valuations continue to remain an area of concern […]
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 […]
Preparation Hour
The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]
Basel III Committee, Tier 1 and Tier 2 Bonds
* This post was updated on 30 November 2020 An Introduction As banking systems in multiple countries evolved, the need to […]