The New Year holds promise for investors
From the market perspective, the dominant feature of the year 2025 turned out to be India’s underperformance. While…
Is the ‘AI bubble’ a threat to markets?
At any point in time in the market, there will be bullish and bearish views. During certain times, bullish views dominate;…
Lessons from Samvat 2081
On the eve of every new Samvat, lots of discussions take place about the market performance of the…
India’s underperformance: what next?
Globally, stock markets are correlated. Globalization and increasing economic integration have led to a higher correlation over time.…
If growth rebounds, can earnings growth be far behind?
After the spectacular performance from April 2020 to September 2024, India has been underperforming most markets during the…
Disruptions galore
“Change,” as the saying goes, “is the only constant in life.” But the pace of change varies across…
Patience is the key
An interesting feature of the behavior of global equity markets this year has been their resilience despite serious…
Short-term challenges are long-term opportunities
Baron Rothschild famously said that “ fortunes are made when cannonballs bombard the harbors, not when violins play…
After the storm
A perfect storm blew over the markets in April and early May. It started on 2nd April when…
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…