The last 25 years have been all about the rise of China. Although political freedom never came, the country prospered initially via export led growth combined with huge fixed asset investments and the...Read More
The month of August, I must confess went completely contrary to my expectations where I had expected the markets to cool off given the high valuations and growing speculative excesses along with the h...Read More
The current month saw significant divergences in performance across markets and asset classes. On one side the commodity rally continued with soft commodities joining in, bond yields continued to hove...Read More
Over the recent past the key barometer that the government and many analysts have used to measure the growth in the economy have been higher GST Collections. However in an inflationary economy and whe...Read More
ASKSANDIPSABHARWAL.COM The current month was another strong month for the markets with both the large cap and mid cap indices rising by 5-6%. The rise of the markets continued despite outflows from fo...Read More
The current quarter was an extremely volatile one for the markets with significant swings as markets adjusted to various developments all around the world. As I write now it is very clear that there w...Read More
Last year in March as Covid hit the country we saw the nation Lockdown. The number of cases remained less than the overall panic in the system and many cities, towns and most villages remained immune ...Read More
The Union Budget has come and gone. A lot will be written about specifics of the Budget etc and I don’t want to get into all of them. My key analysis theme is about the impact of the Budget on the E...Read More
The current week was a break in the trends in more asset classes than one versus that was on for the last several weeks. Stock Markets, commodities, bonds etc all sold off, some moderately and some ag...Read More
I have a magical Bull whose shit has magical properties. Whoever owns one kg of the shit sees his/her life change altogether. However the Bull produces only 5 kgs of shit every day and the magical pro...Read More