A number of people keep commenting on the direction of the markets in the long run as well as their views on whether the current move in the markets is the start of a new bull move or a bear market co...Read More
I believe that today we are on the threshold of a unique event in the world where there is an opportunity for investors to play via two carry trades alternately and that is something which has been ma...Read More
The pace and ferocity of the current rally in the stock markets is unprecedented. If one looks like a market like India the key indices which include the Nifty, Sensex, Mid cap indices etc. have all d...Read More
Over the last few weeks I have increasingly been observing the phenomenon of lot of companies which had issued warrants to their promoters during the hey days of the late 2007 coming out with statemen...Read More
Most fund managers tend to prefer rising markets to falling markets, as the former tends to be better for the business in terms of more assets under management, higher fee revenues etc. However the ma...Read More
Since I could not think of a specific topic to talk on I just thought that I will talk on some random thoughts I have. Sovereign rating downgrades start – I had written on my blog on the 23rd of Apr...Read More
Ah the markets come a full circle. What we saw in the time period of October and November 2008 and subsequently after the Satyam scandal blew out in January to the early part of March 2009 were essent...Read More
All the bears turn bulls, what now ? The weekend turned out to be an amazing one with the political uncertainty coming to an end in the country in just one day. The wide speculations of horse trading,...Read More
Part II The Indian economy has slowed down in growth from over 9% a year back to the current levels in the region of 5%. The fall in growth has been contributed by various factors like the global econ...Read More
PART 1 – Brief global overview Over the last few months we have had various forecasts on the way the global economy will grow and stabilize following the sharp downturn in growth over the last one y...Read More