Separate the wheat from the chaff
We are in a bull market, globally and in India. The mother market US is leading from the…
Interest rate uncertainty
Interest rate is a major macro fundamental that impacts stock markets. As Warren Buffet famously said, “interest rates…
Transition from savers to investors is a megatrend
Uday Kotak, the founder of Kotak Mahindra Bank, in the keynote address he delivered at the SEMI-NSIM Research…
High greed, low fear
Greed and fear are normal human emotions. In stock market operations, these emotions exercise a huge influence. In…
Excesses of the bull market
We are in a bull market. Nifty has tripled from the March 2020 Covid low of 7,511 giving…
Adopt a multi-asset allocation strategy for 2024
The spectacular rally in the market in December has pushed the Sensex and Nifty to new all-time highs.…
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…