MARKETS ET AL

  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

THE WORST IS OVER

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

MARKET OUTLOOK

I had written about my prognosis for the economy and the stock markets on the 20th of April via my note “The Juggernaut is rolling”. The thesis for the same remains and over the last few days we h... Read More