Interest rates have peaked
Apart from GDP growth and corporate earnings, the single most important factor determining the market trend is the…
Small investors should not walk into the speculation trap
“Most people who have been really successful in the securities markets say the same thing – that they…
Slowdown in global growth: Implications for investment
There are clear indications of global economic growth slowing down this year. The latest World Economic Outlook from…
Buy potential winners during market weakness
India’s underperformance in 2023, so far, is striking. As on April 17th Nifty has delivered – 2.6 percent…
Markets in Turbulence: Wait for this Storm to Pass
The collapse of three US banks – SVB, Silvergate and Signature Bank – and the crisis in the…
Stress in the US Banking System: Near-term Challenge, but Long-Term Opportunity
Warren Buffet’s famous observation, “Interest rates are to asset prices like gravity to apple; they power everything in…
Megatrends in the Indian economy
The IMF’s latest World Economic Outlook shows India as the fastest growing large economy in the world in 2021 and 2022 with growth rates of 8.5 percent (assisted by the base effect) and 6.8 percent for 2021 and 2022 respectively.
This Is The Right Time To Invest
The India growth story is widely recognised and appreciated now than ever before. Since 1992, India has been the second fastest growing large economy in the world, behind China. Now, China is slowing down, and India has emerged as the fastest growing large economy.
Focus on the long-term trend
Ralph Wanger, the portfolio manager of the Acorn Fund, once summed up the stock market with an analogy…
Indian economy is ‘the bright spot in the dark economic horizon’
Last three years were challenging for the Indian economy. The COVID-19 pandemic, the Russian invasion of Ukraine and the American central bank’s tight monetary policy impacted the global economy and India, too, was impacted.
