The crash in the markets since the end of December caught most, including me by surprise. Although I was perturbed by the continuous and unbridled rise of small and mid cap stocks the divergence where large caps were not doing well and small caps kept on rising was an enigma for sure. Whatsapp groups were […]
Read MoreWe have had a unique start of sorts to the new year 2016 where the cautious optimism of last year end has given way to pessimism and despair mainly due to the occurrences in China and the two instances of down circuit filter of 7% each in the Chinese Markets. People have also been spooked […]
Read More2015 was both an interesting as well as tough year in the markets. For those who were bottom pickers and in the right segments the year panned out well. Those who were index huggers were on the other hand largely frustrated by the markets. Before I talk about the markets and developments in the domestic […]
Read MoreThe current week was significant with the meeting of the European Central Bank and testimonies by the US FED Chairperson Janet Yellen. Fear mongering reached its zenith running into the events especially the US FED meeting in Mid December. Markets are likely to behave very differently from what people believe and here is what has […]
Read MoreYesterday I had written a piece in which I had written about seeing Sonam Kapoor at the airport and how it created a buzz and the fact that she was behaving with poise and receptive towards her fans. One gentleman, a youngster who I will not name wrote below the article on my facebook page […]
Read MoreThere has not been much change in the Stock Market outlook since I wrote last time. So I just thought that I will write some snippets which I found interesting. Today started and ended as an interesting day. I was to travel to Hyderabad for some company meetings and booked an UBER for the same. […]
Read MoreMost analysts are missing the big picture of the India story which is becoming clearer and clearer by the day. Focussing on quarterly results, small upgrades and downgrades, state elections is taking the focus away from the key feature of the Modi Governments development model which was also summarized very well by Raghuram Rajan a […]
Read MoreWell since Bihar is the topic of the season I also thought that I will write my two bit on what I see as the impact of the same on the Stock Markets, Economic Reforms, and Economic Recovery etc. My first and foremost view that I have held for some time is that Bihar is […]
Read MoreI am writing after a few weeks as there was not much to write about as most things were moving as per expectations. I just thought that I would get together all thoughts as per the data and developments that we see around us and try to look at things going forward. The biggest […]
Read MoreI had written a piece on decoupling a couple of weeks back. Too may people are asking me today, where is the decoupling. It is those people who did not go through my argument properly. First and foremost is the fact that in panic and euphoria all markets are linked and as such if the […]
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