Markets have been doing well as I have expected over the last several months. I have been bullish since the time of Budget 2016 and demonetization was an opportunity to pick up high quality stocks rather than sell them off. While most people keep on focussing on trying to identify the “MARKET TOP” and are […]
Read MoreThe markets have confounded sceptics and done very well for the first half of this year after two years of subdued returns. Besides international events that were supposed to be disruptive we have seen that markets have handled demonetization and the GST transition very well. Today we stand amidst a mixed global growth picture and […]
Read MoreSNOOPY OUR LITTLE ANGEL Born 4th April 2001 It was around mid night in May 2001 that little angel Snoopy came to us. I and Seema had been married for a year and as dog lovers who had always had their own dogs we decided to get one. We contacted some breeders & a Madras […]
Read MoreThe stock markets have held on pretty well over the last many months amidst a flurry of news flow which have been perceived to be negative. There have been threats around North Korea, French Elections, Brexit again and again and now issues related to the US Political turmoil. As the newsflows have accelerated the markets […]
Read MoreIndian Macros have been improving over the last several years with several indicators improving. These include inflation, fiscal deficit, current account deficit, corruption in the system and potential for stronger longer term sustainable growth. The state election results that have come out now have reinforced the story with the possibility now of greater strength to […]
Read MoreOne big event of the year in the domestic context got over today. Prior to the Union Budget there was a lot of apprehension about what will be contained in the budget and just because we had a decent pre budget rally in the stock markets a lot of people were concerned about various aspects […]
Read MoreThe year 2016 started off with lot of hope and promise as far as the Indian Markets and the Economy were concerned. However globally most people were apprehensive with views like Crude going to $ 20 per barrel and its impact thereof, US rate hike cycle and a potential crash in equities, China concerns (which […]
Read MoreRBI’s policy has come and gone. Irrespective of the decision the policy was to have a very low impact on the markets and that is something that we will see over the next few days. RBI’s assessment of upside risk to inflation is unlikely to play out, however given the strong rally in Indian bonds […]
Read MoreOn Saturday evening RBI announced that banks will need to maintain a 100% CRR on deposits received between 26th Sept and 11th November. This will suck out around Rs 3 Lakh Cr from the banking system. It is important to understand the reason why they did this and how it was essential to maintain Financial […]
Read MoreThere have been several negatives that have been spread about DEMONETIZATION over the last few days, largely by opposition politicians and some by left leaning economists. The primary among them are, how will the introduction of Rs 2000 notes by replacing Rs 1000 and 500 notes address the issue of Black Money generation. The second […]
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