When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
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 […]
Dealing with Valuations
Podcast Transcript When we find valuations at extremes, it usually is at the most difficult time. We struggle to decide how to […]
Take Positions
The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]
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 […]
Preparation Hour
The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]