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.
Focus on the long-term trend
Ralph Wanger, the portfolio manager of the Acorn Fund, once summed up the stock market with an analogy…
Investment lessons from 2022
Stock market provides lots of learning experiences. These experiences can help investors avoid mistakes and take the right…
Focus on the Quality of Business: Buy and hold
October US CPI inflation coming at 7.7 percent against expectations of 8 percent turned out to be a…
Look beyond Samvat 2079: Buy on declines
Samvat 2079 has begun with major challenges for the global economy. Economic growth will slow down sharply in…
What we know and what we don’t know
At any point in time, there will be many knowns and many unknowns in the market. That’s why…
Manage uncertainty with commonsense investing
High uncertainty is the new normal. Projections and predictions become increasingly difficult during times of heightened uncertainty. The…
