The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Debt Note: A New Stance
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important […]
Systemic Shocks Return
The markets saw heightening volatility this week. The stress was very visible in financials, small caps, and midcaps. The sharp cut in […]
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 […]