As we come to the end of the year 2019, one thing can be said for sure. It was an intriguing year with several ups and downs and an eventual end to the year near all time highs. It has also been the m...Read More
D The stock markets reaction subsequent to the Monetary Policy Committee rate decision last Friday indicated disappointment with the decision to cut by “Just 25 basis points”. Market expectations ...Read More
I The second term of Narendra Modi started with great hopes which give way to despair as stock market participants and analysts saw various moves of the government which included cash giveaways, highe...Read More
The Budget has come and gone and a yearly ritual which should normally be a non event is usually made into a big event where forecasts are made into the future based on what a particular speech says. ...Read More
After a below par 2018 which was driven by volatility and sell off in Mid and Small Cap stocks which got exaggerated as the ILFS issue blew up and was followed by DHFL, ADAG Group, Pledge share issues...Read More
Investing in turnaround stocks is most difficult but can also yield strong returns to investors who are willing to take the risk. The risk obviously being that the turnaround might not take place at a...Read More
What drives currency movements is one of the most misunderstood concepts in the financial markets. Most economists and analysts are still fixated on the interest rate differential theory which has out...Read More
The year 2019 started off exactly I thought it should in the global context with a bounce back in the US Markets and a revival of Emerging Markets driven by low valuations and increasingly dovish outl...Read More
2019 A YEAR OF DICHOTOMIES As I think about the year 2019 ( I also wonder why all forecasts are made at the end of December only) there are a large number of moving parts that will influence the marke...Read More
MARKET OUTLOOK POST CORRECTION The markets have gone through a significant churn over the last few months driven by various factors which started from the general overvaluation in Mid and Small Caps t...Read More