Silver linings for India among the dark global clouds
An important lesson from stock market history is that sharp market corrections and rebounds happen at the most…
Trump’s tariff tantrums: Impact on India
President Trump’s ‘Liberation Day’ reciprocal tariffs came like a bolt from the blue. Across the globe, stock markets…
Investing in uncertain times
Uncertainty is normal in economy and markets. As the Nobel laureate economist George Stigler famously said, “abnormal is…
Can domestic tailwinds counter global headwinds?
The market is interestingly poised. The relentless FII selling, which contributed substantially to the sharp correction in the…
Earnings hold the key to market recovery
As on 20th February 2025, Nifty has corrected by 12.5 percent from the September 2024 peak. Around 10…
Trump tariff threats
Donald Trump on his campaign trail had declared that if elected he would use tariffs to strike a…
Opportunities in disruptions
Trump 2.0 has begun with the feared disruptions. Trump has walked his talk on some of his pet…
Economy in 2025: Prospects amidst elevated uncertainty
The level of uncertainty in the global economy has been elevated during the last five years. The uncertainty…
New Year: Challenges and prospects
As 2024 draws to a close, the market has turned weak. October and November witnessed relentless FII selling…
What is in store for the economy in 2025?
The famous economist John Kenneth Galbraith once remarked: “There are two kinds of forecasters- those who don’t know…