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…
The potential economic consequences of Trump 2.0
The last one month has been tumultuous for stock markets. There has been divergent regional trends marked by…
Remain calm during a crisis
Stock markets are volatile; sometimes they resemble a roller-coaster ride. Five percent corrections in the market are common.…
‘Sell India, Buy China’ is a short-term tactical trade
FIIs have been on a selling spree in the Indian stock market in October. In the first thirteen…
Significance of asset allocation
Investment experts always emphasize the importance of asset allocation. Since it is impossible to predict market trends, it…
The valuation conundrum
Consider a hypothetical scenario. A financial journalist is interviewing me in mid-May on the market outlook. The journalist…
Viksit Bharat @100
Prime Minister Narendra Modi has been espousing his dream of Viksit Bharat by 2047 in many of his…