Last year in March as Covid hit the country we saw the nation Lockdown. The number of cases remained less than the overall panic in the system and many cities, towns and most villages remained immune ...Read More
The Union Budget has come and gone. A lot will be written about specifics of the Budget etc and I don’t want to get into all of them. My key analysis theme is about the impact of the Budget on the E...Read More
The current week was a break in the trends in more asset classes than one versus that was on for the last several weeks. Stock Markets, commodities, bonds etc all sold off, some moderately and some ag...Read More
I have a magical Bull whose shit has magical properties. Whoever owns one kg of the shit sees his/her life change altogether. However the Bull produces only 5 kgs of shit every day and the magical pro...Read More
S As we come to the end of 2020 all we can say is that this was an extraordinary year. A lot will be said and written about what happened in the year 2020 however I will not dwell on that and instead ...Read More
The current week was no different from the many previous weeks where the markets rallied by another 2% driven by significant Foreign Portfolio Flows. The Indian markets outperformed most of the other ...Read More
The current week was no different from the last several weeks as far as the Indian Markets go. The markets continued to rocket up driven by an unprecedented flow of Foreign Portfolio Flows which have ...Read More
As I sit to write today we are in the midst of a massive, which can only be said to be a “Meltup” in contrast to the “Meltdown” observed in March 2020 in most asset classes be it equities, com...Read More
The month of October was a choppy one for the markets where initially we saw the frenzied move continue before markets gave up some gains by the end of the month. Overall markets still ended up by 3.6...Read More
As the Covid 19 crisis blew out in India in March this year there was significant economic disruption due to the closure of the economic domestically as well as various restrictions that came up on cr...Read More