There is only one way to describe the resilience of the Indian Stock Markets. Its Extraordinary. After the strong rally of last month we saw a follow up with the Nifty again climbing by another 3.5% a...Read More
The month of June was the third consecutive down month for the markets. The Nifty declined by and the Midcap Indices underperformed with a decline of . The familiar concerns continued with infla...Read More
The last one month has been one of even greater volatility for the markets. While I was cautious on the markets due to factors like high inflation, spike in bond yields and persistently rising crude o...Read More
Since the beginning of the year markets have been very volatile all over the world driven primarily by high inflation, spike in bond yields, persistently rising crude oil prices as well as geopolitica...Read More
A The year 2021 in many ways turned out to be different that what was expected during the beginning of the year where at the same time last year when Vaccines were being rolled out I had thought that ...Read More
The current week was another extraordinary one for the Indian Markets with the markets rallying further largely driven by retail investor flows. Globally markets were mixed with most markets showing s...Read More
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