We are now 5 months into 2015 and the Indian Markets have gone up by just around 1.5% in these 5 months in INR terms and are almost flat in US Dollar terms. This, I accept is somewhat better than the ...Read More
I had written about my prognosis for the economy and the stock markets on the 20th of April via my note “The Juggernaut is rolling”. The thesis for the same remains and over the last few days we h...Read More