New Year: Challenges and prospects
As 2024 draws to a close, the market has turned weak. October and November witnessed relentless FII selling…
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…
‘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…
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…