There has not been much change in the Stock Market outlook since I wrote last time. So I just thought that I will write some snippets which I found interesting. Today started and ended as an interesti...Read More
Most analysts are missing the big picture of the India story which is becoming clearer and clearer by the day. Focussing on quarterly results, small upgrades and downgrades, state elections is taking ...Read More
Well since Bihar is the topic of the season I also thought that I will write my two bit on what I see as the impact of the same on the Stock Markets, Economic Reforms, and Economic Recovery etc. My fi...Read More
I am writing after a few weeks as there was not much to write about as most things were moving as per expectations. I just thought that I would get together all thoughts as per the data and dev...Read More
I had written a piece on decoupling a couple of weeks back. Too may people are asking me today, where is the decoupling. It is those people who did not go through my argument properly. First and forem...Read More
Stock Markets after ending flat for the first half of the year as I had expected started to show some life in July before cooling off driven by a Global Market correction as well as volatility inheren...Read More
More than a year back, in December 2013 I had written an article titled “Don’t Fear FED TAPER for the right reasons” (http://asksandipsabharwal.com/article/?p=974) . At that time there was extre...Read More
Once there was a person, his name was Greece. He had a habit of extravagant spending and once his own money got over he used to borrow and spend. He had a large number of well to do relatives who were...Read More
I had become negative on the markets at the start of the 4th quarter of 2014. The reasons were not any long term negatives related to India but mainly because of the fact that the markets had run ahea...Read More
We are now 5 months into 2015 and the Indian Markets have gone up by just around 1.5% in these 5 months in INR terms and are almost flat in US Dollar terms. This, I accept is somewhat better than the ...Read More