Anchoring Bias
Podcast Transcript: My stance on mid-cap funds has been bearish in a while. After the dream run between 2013 and 2017, I […]
RBI Monetary Policy, June 2018
Monetary Policy: As the macroeconomic outlook becomes less transparent the monetary policy committee has only become more steadfast in its neutral stance. […]
Take Positions
The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]
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 […]
Keep Your Chin Up
When markets correct sharply, where are you looking? This question assumes special significance as the indices are down 10%+ from this year’s […]
Volatility Returns
Politics makes a huge comeback in the stock markets, exactly when the markets are not ready for it. Unlike other market disruptions […]
New Chair, Same Vision
Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as […]
Play Safe Now
A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” […]