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…
A Budget for growth and fiscal prudence
The exigencies of coalition politics were evident in the Union Budget 2024. However, it goes to the credit…
Wild swings are temporary; Long-term uptrend is permanent
On 3rd June 2024 Nifty closed at 23263. On 24th July Nifty closed at 24299. Two big events…
Coalition governments can deliver good economic growth and market returns
After the roller coaster ride in response to the exit polls and the actual poll results, the market…
Global economic scenario turning favorable for equities?
Economy and stock market move in cycles. Growth is never linear; it is always cyclical. The duration of…