We are now into Day 7 of the lockdown and yesterday was significant in many ways as there were lot of news flows which could be positive in the future which include J&J possible vaccine in early 2021 – Gilead’s remdesivir treatment in coming weeks – FDA oks hydroxychloroquine – Italy curve turning down and […]
Read MoreWe are now into Day 6 of the Lockdown and the last two days have been full of lot of information flow related to Covid19. Many governments have continued to announce new fiscal packages aimed at controlling the downside the their economies during the shutdowns which are at different levels in different countries. The No […]
Read MoreWe 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 […]
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