What drives currency movements is one of the most misunderstood concepts in the financial markets. Most economists and analysts are still fixated on the interest rate differential theory which has out...Read More
The year 2019 started off exactly I thought it should in the global context with a bounce back in the US Markets and a revival of Emerging Markets driven by low valuations and increasingly dovish outl...Read More
2019 A YEAR OF DICHOTOMIES As I think about the year 2019 ( I also wonder why all forecasts are made at the end of December only) there are a large number of moving parts that will influence the marke...Read More
MARKET OUTLOOK POST CORRECTION The markets have gone through a significant churn over the last few months driven by various factors which started from the general overvaluation in Mid and Small Caps t...Read More
If you want to buy cheap please wait for the next bear market, stocks will be very cheap then, but you will not want to buy. This is possibly not the right sentence to start the article however when I...Read More
I read too many brokerage reports who are commenting on 2019 elections and want investors to make strategies based on a possible outcome which they are trying to forecast. Factually that is essentiall...Read More
The Indian Economy after going through a phase of resurrection today is placed for a strong growth revival over the next few years. Most of the pain related to Bank NPA’s, Poor Consumer demand a...Read More
I had not written a blog article since the beginning of 2018 as the movement of the markets were more or less in line with my expectations of a Sell Off in February/March driven by global factors. The...Read More
The year 2017 was a good year for Indian Investors after subdued returns of the last two years. The broad market indices rallied by around 28% with significant Alpha generation from selective stock ...Read More
Over the last few days we have seen a selloff in the stock markets and from initially blaming it on the North Korean crisis the narrative has slowly shifted to “Poor Economic Growth”, mostly by pe...Read More