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…
Investing in uncertain times
Uncertainty is normal in economy and markets. As the Nobel laureate economist George Stigler famously said, “abnormal is…
Earnings hold the key to market recovery
As on 20th February 2025, Nifty has corrected by 12.5 percent from the September 2024 peak. Around 10…
Opportunities in disruptions
Trump 2.0 has begun with the feared disruptions. Trump has walked his talk on some of his pet…
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…