The cycle will turn
The stock market legend Howard Marks famously said: “Cycles are inevitable, and understanding and mastering them is of…
Handle these testing times with great patience
The economy and markets are going through tough and testing times. At the beginning of this year, the Indian economy…
Weather the storm with disciplined investment
Stock investing can be frustrating at times. It will test the patience of investors. Seasoned investors are aware…
Don’t panic
The war in West Asia has triggered serious economic consequences for most economies. For oil importers like India,…
Stay calm in the storm
Crises have been happening with surprising regularity in recent times. Natural disasters, man-made catastrophes and unexpected geopolitical developments…
Turbulent times
The New Year has begun on a tumultuous note. Geopolitical issues, which turned turbulent last year, has taken a turn for the worse…
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.…