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
The markets are up by around 20% for this year. Economic growth has been muted amidst strong macros like a stable currency, low inflation, low interest rates and comfortable government finances. Many...Read More
I have been getting several Whatsapp posts of the way many schools in Mumbai handled the rain fury of 29th of August and the fact that teachers stayed with students through the night to take care of t...Read More
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