Categories : Blog (249)

Nifty: Up move in the last leg

The up move in the Nifty has definitely entered the last leg.    As suggested in our earlier posts, the peak of this leg may be recorded in 9250-9340 range, and a full correction of over 10%+ shall follow the recording of peak level in...

[This original post was first published on 25 Nov, 2016. We are publishing it again on popular demand and to stress upon our investment strategy with respect to real estate sector]   Commenting on yesterday's post, many have highlighted...

Cash & Real Estate

[This original post was first published on 24 Nov, 2016. We are publishing it again on popular demand and to stress upon our investment strategy with respect to real estate sector]   Continuing from earlier , I would like to share my...

Dear Sir, I beg to differ

[This original post was first published on 18 Nov, 2016. We are publishing it again on popular demand and to stress upon our investment strategy with respect to real estate sector]   In past one week or so, a number of experts have expressed...

The rupee's recent strength against the US dollar is, in itself, not surprising. Market participants are, however, taken aback by the extent to which the RBI has allowed the domestic currency to appreciate.   The rupee today settled at 65.41...

The road ahead - 3

Talking about the form and extent of wealth redistribution effort that PM Modi would need to make to put the Indian economy on sustainably high growth path, we would like to reiterate our views about the stages in which a typical democracy...

The BIG Turn

The second day of March madness in financial markets was all about the Bank of England. Forbes delivered a surprise by voting for a rate hike and that gave the pound a lift. In an op-ed, she said Brexit uncertainty has held down wages and that...

The road ahead - 2

“…democracy ruins itself by excess-of democracy. Its basic principle is the equal right of all to hold office and determine public policy. This is at first glance a delightful arrangement; it becomes disastrous because the people are...

We had a chat with Mr. Anuj Sethi, director at CRISIL ratings to understand the comeback of much-touted municipal bonds in 2017-18.   Below are the edited excerpts of his interview with us:   Ques. How ready is the market for...

We met with Lakshmi Iyer, CIO (debt) at Kotak Mahindra Asset management Co. to discuss inflows in debt funds, yields expectations, and the way forward. Below are the edited excerpts of her interview with us:   Ques. Which type of schemes...

The road ahead

The recently concluded assembly election results, especially for the largest state of Uttar Pradesh, have triggered a number of debates in the society.   On the political front, it is now widely accepted, even by his most vocal adversary...

The BIG day - Part 1

Market moves on Tuesday reflected some trepidation with so much on the upcoming schedule. The S&P 500 fell 8 points and the yen held a modest bid. The day ahead features the Dutch election, FOMC decision and data on US retail sales...

The Last Hurrah

Technically speaking, the market has remained completely unchanged during the last week, except that it appear to have lost more stamina to sustain at higher altitudes.   This morning, it appears that though Nifty might make yet another...

Triggering Artcile 50 is a unique even but it strikes us as one that's dreaded yet, fully anticipated. Part of the market reaction may depend on the finesse of May's delivery and reception abroad, but it's something that should be entirely priced...

The week ahead is the busiest week of the first quarter.  It sees many major central meetings, including the Federal Reserve which is likely to raise rates for the second time in four months. The Dutch hold the first European election of...

If they fail, well...they fail

A very senior government official, who retired recently, argued that it is time to invest in public sector stocks. His argument was rather simple - the level of corruption is diminishing fast, level of professionalism is improving and...

The removal of one phrase from the ECB statement was a tiny move from Draghi but it was a shift to a new direction.   Draghi's introductory statement removed a pledge to use all the instruments available to meet its...

An Elephant and six blind men

Once upon a time, there lived six blind men in a village. One day the villagers told them, "Hey, there is an elephant in the village today."   They had no idea what an elephant is. They decided, "Even though we would not be able to see it,...

China Cuts Growth

China lowered its growth target on the weekend in a development that could cause some hand-wringing to start the week. Despite the news, early market moves have been negligible.   Expect a healthy dose of China comments in the week ahead...

Nowadays, we are getting numerous calls every day, asking invariably the same couple of questions, i.e., "Kya Lagta hai?" (Whats the outlook?); and "Kya karna chayiye?" (what should be the strategy?)   The first questions seeks opinion on...

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