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…
Geopolitical headwinds usually pass without major market impact
The tragic developments in West Asia have ushered in uncertainty and volatility in equity markets. The death and…
The importance of remaining invested
A question which investors frequently ask is: When to sell? Buying is easy. Long-term investors can always buy…
Tailwinds and headwinds impacting the market
Volatility is a constant feature of the market. There will always be tailwinds pushing the market up and…
Ride the Bull, cautiously
The dominant driver of the market rally in India is the robust foreign portfolio flows into India starting…
Be flexible
Stock market experts are often asked many questions, such as: Which stocks are better to invest now? Growth…
Interest Rates Have Peaked
Apart from GDP growth and corporate earnings, the single most important factor determining the market trend is the…
Buy potential winners during market weakness
India’s underperformance in 2023, so far, is striking. As on April 17th Nifty has delivered – 2.6 percent…
Stress in the US Banking System: Near-term Challenge, but Long-Term Opportunity
Warren Buffet’s famous observation, “Interest rates are to asset prices like gravity to apple; they power everything in…
Megatrends in the Indian economy
The IMF’s latest World Economic Outlook shows India as the fastest growing large economy in the world in 2021 and 2022 with growth rates of 8.5 percent (assisted by the base effect) and 6.8 percent for 2021 and 2022 respectively.
