Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]
Redo Asset Allocation
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, […]
Be Defensive, Stay Contrarian
The genesis for the current meltdown in Indian markets must be understood well and remembered for a long time to come. Interestingly, […]
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 […]
The Crossroads Are Here
The sharp comeback in pharma stocks, the buyback announcement by TCS, and the sustained weakness in midcaps send out clear signals. The […]
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 […]
The Winner Takes It All
Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]
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 […]