We are now into day 4 of the Lockdown and I did write in detail yesterday. The significant developments yesterday and as I write now have been as below The US Congress passed the Relief Bill amounting to $ 2.2 Trillion and was immediately signed on by President Trump. This Bill is quite comprehensive and […]
Read MoreAs I promised I will be writing a daily blog till the crisis lasts so as to try and give a perspective on the way I see things and hopefully help some investors in the bargain. I did not put it out in the morning today as early morning there was an announcement that the […]
Read MoreAs I promised I will be writing a daily blog till the crisis lasts so as to try and give a perspective on the way I see things and hopefully help some investors in the bargain. I did not put it out in the morning today as early morning there was an announcement that the […]
Read MoreWe are now into Day 2 of the lockdown in India. Developments since my last piece yesterday morning has been that on the Coronavirus Crisis things seem to be stable in India with a daily increase in detections of 40-50 new cases. The good thing is that the lockdown in India is much more severe […]
Read MoreDAY 2 OF THE LOCKDOWN MARKET THOUGHTS We are now into Day 2 of the lockdown in India. Developments since my last piece yesterday morning has been that on the Coronavirus Crisis things seem to be stable in India with a daily increase in detections of 40-50 new cases. The good thing is that the […]
Read MoreAs 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 most unloved all time high with most people holding small and mid […]
Read MoreD 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 had started running high after the RBI Governor just a few days back had indicated strong support for the economy. However in my view 25 basis […]
Read MoreI 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, higher taxes on the rich, continued higher surcharges on capital gains etc combined with a lack of any structural moves to revive a […]
Read MoreThe 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. The economy and stock markets normally do not work that way. I will be brief in my […]
Read MoreAfter 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 etc. This negative sentiments gained further steam with liquidity issues, high interest rates and then the elections […]
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