The valuation conundrum
Consider a hypothetical scenario. A financial journalist is interviewing me in mid-May on the market outlook. The journalist…
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…
Separate the wheat from the chaff
We are in a bull market, globally and in India. The mother market US is leading from the…
Interest rate uncertainty
Interest rate is a major macro fundamental that impacts stock markets. As Warren Buffet famously said, “interest rates…
Transition from savers to investors is a megatrend
Uday Kotak, the founder of Kotak Mahindra Bank, in the keynote address he delivered at the SEMI-NSIM Research…
High greed, low fear
Greed and fear are normal human emotions. In stock market operations, these emotions exercise a huge influence. In…
Excesses of the bull market
We are in a bull market. Nifty has tripled from the March 2020 Covid low of 7,511 giving…
Adopt a multi-asset allocation strategy for 2024
The spectacular rally in the market in December has pushed the Sensex and Nifty to new all-time highs.…
The rise of the domestic investor is a structural shift
Ever since Foreign Portfolio Investors (FPIs) were allowed to invest in the Indian capital market in 1991-92, they…
