Short-term challenges are long-term opportunities
Baron Rothschild famously said that “ fortunes are made when cannonballs bombard the harbors, not when violins play…
Common mistakes in investing and how to avoid them
“It is remarkable how much advantage people like us have got by trying to be consistently not stupid,…
After the storm
A perfect storm blew over the markets in April and early May. It started on 2nd April when…
Uncertainty is down but not out
President Trump’s tariff tantrums, which triggered crashes in stock markets globally, have been pushed to the backburner, at…
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…