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 […]
Managing Conviction
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate […]
Recalibrate Risks
Risks and returns are always meant to be viewed holistically. But, how many of us do that? An interesting incident only reminded us […]
Making SIPs Work
Podcast Transcript: When markets reach all time highs we are always told SIPs are the best way to invest in equity. […]
Stay Ahead of the Cycle
Market cycles tend to constantly throw challenges at investors. When markets are at cyclical highs, it is extremely difficult to sell and […]
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 […]