Don’t panic
The war in West Asia has triggered serious economic consequences for most economies. For oil importers like India,…
Contrarian investing
“Fortunes are made when cannonballs bombard the harbors, not when violins play in the ballroom.”– Baron Rothschild An…
Stay calm in the storm
Crises have been happening with surprising regularity in recent times. Natural disasters, man-made catastrophes and unexpected geopolitical developments…
Robust macros and improving micros bode well for markets
Economic outcomes are the consequences of economic policies. For more than a year, India has been focusing on implementing growth-stimulating policies and…
Turbulent times
The New Year has begun on a tumultuous note. Geopolitical issues, which turned turbulent last year, has taken a turn for the worse…
Look beyond short-term geopolitical crises
We are living at a time when Lenin’s famous words, “there are decades where nothing happens; and there…
The New Year holds promise for investors
From the market perspective, the dominant feature of the year 2025 turned out to be India’s underperformance. While…
Threats and opportunities in 2026
Stock market returns, globally, have been impressive in 2025. The return from MSCI World Index up to early…
Is the ‘AI bubble’ a threat to markets?
At any point in time in the market, there will be bullish and bearish views. During certain times, bullish views dominate;…
India’s underperformance is a passing phase
A much-discussed topic in stock market circles now is India’s underperformance this year relative to other major markets.…