Markets have been doing well as I have expected over the last several months. I have been bullish since the time of Budget 2016 and demonetization was an opportunity to pick up high quality stocks rat...Read More
The markets have confounded sceptics and done very well for the first half of this year after two years of subdued returns. Besides international events that were supposed to be disruptive we have see...Read More
SNOOPY OUR LITTLE ANGEL Born 4th April 2001 It was around mid night in May 2001 that little angel Snoopy came to us. I and Seema had been married for a year and as dog lovers who had always had their ...Read More
The stock markets have held on pretty well over the last many months amidst a flurry of news flow which have been perceived to be negative. There have been threats around North Korea, French Elections...Read More
Indian Macros have been improving over the last several years with several indicators improving. These include inflation, fiscal deficit, current account deficit, corruption in the system and potentia...Read More
One big event of the year in the domestic context got over today. Prior to the Union Budget there was a lot of apprehension about what will be contained in the budget and just because we had a decent ...Read More
The year 2016 started off with lot of hope and promise as far as the Indian Markets and the Economy were concerned. However globally most people were apprehensive with views like Crude going to $ 20 p...Read More
RBI’s policy has come and gone. Irrespective of the decision the policy was to have a very low impact on the markets and that is something that we will see over the next few days. RBI’s assessment...Read More
On Saturday evening RBI announced that banks will need to maintain a 100% CRR on deposits received between 26th Sept and 11th November. This will suck out around Rs 3 Lakh Cr from the banking system. ...Read More
There have been several negatives that have been spread about DEMONETIZATION over the last few days, largely by opposition politicians and some by left leaning economists. The primary among them are, ...Read More