Oil above $100: Four crossings, four lessons in the last 20 years
The West Asia crisis continues to impact the market direction. However, the rebound from recent lows signals a gradual shift in sentiment, from…
Buy on dips during global unrest
Peace in West Asia appears to be a growing possibility in the current global scenario. Despite high decibel…
Opportunity from deep correction and high tangible assets
India has been experiencing a sustained FII risk-off trend since late 2024, which has further intensified amid the…
De-dollarisation – The great rotation!
As finance professionals, we often find ourselves at odds with economists. Brilliant thinkers who have spent their lives…
2026: A better year for Indian stock market
2025 marked a challenging year. We started with a cautiously optimistic view due to Foreign Institutional Investor (FII)…
The Khow Suey Lesson: GDP Growth ≠ Sensex Returns
Isn’t it strange how, over the past few years, the weather patterns have completely changed? We remember a…
India domestic economy at inflexion point, external tariffs an obstacle
Year till date, as on 15th October, the Indian equity market has delivered a modest 7.1 percent return…
The quest to conquer the pivoted threshold of 25,000 Nifty50
Over the past one to three months, the Indian stock market has navigated a complex landscape shaped by…
Creative destruction, AI, and the investors’ brew!
By Rakesh Agarwal and Melvyn Santarita Long weekends often give us the time to slow down, catch up…
From Monza to Markets – The Art of a Timely Exit
Rakesh Agarwal and Melvyn Santarita Over the weekend, I had an absolute blast watching F1: The Movie, starring…