It’s been some time since I wrote on the markets and the main reason was to let the event of the US Presidential Elections get over. However on the same day we also got hit by Demonetization as anno...Read More
It has been an uneventful month for the Stock Markets after the strong rally seen over the last few months. The August was like most Augusts’ that tend to be boring. The boredom got released a bit y...Read More
Yes you are right PESSIMISM. It is amazing the kind of scepticism that thrives all around today. Most people are not willing to believe that a recovery is on and that the macroeconomic scenario in Ind...Read More
Bash the Central Banks is a common theme that goes on all the time across various discussion forums and from Economists of different Hades and hues. However the fact is that most of them would not hav...Read More
The Union Budget was presented today. Normally budgets are taken as a statement of intent of the government and give a directional view of where they want to take the economy and the country going for...Read More
We are now at the fag end of the results season for the third quarter. Most results have been in line with expectations except for the Banking sector where a Raghuram Rajan propelled cleansing left mo...Read More
The crash in the markets since the end of December caught most, including me by surprise. Although I was perturbed by the continuous and unbridled rise of small and mid cap stocks the divergence where...Read More
We have had a unique start of sorts to the new year 2016 where the cautious optimism of last year end has given way to pessimism and despair mainly due to the occurrences in China and the two instance...Read More
2015 was both an interesting as well as tough year in the markets. For those who were bottom pickers and in the right segments the year panned out well. Those who were index huggers were on the other ...Read More
The current week was significant with the meeting of the European Central Bank and testimonies by the US FED Chairperson Janet Yellen. Fear mongering reached its zenith running into the events especia...Read More