Categories : Blog (249)

Seeking escape velocity

In past one year or so, a number of orders of government, SC and NGT have created intense debate in the society. The most prominent of such orders include abolition of high denomination currency notes; restrictions on production, sale and...

The RBI on Thursday spoke on bad loans and how more steps were needed to resolve the issue. But the biggest giveaway on the central bank's concern over asset quality was its decision not to impose countercyclical capital...

  Sunday turned out to be a rather lucky day for a select few persons as President Pranab Mukherjee picked their names from a pool of those who had made digital transactions.   Six consumers and merchants won a total of 26.2 mln...

A case of overenthusiasm

Shri R. K. Damani is certainly one of the most revered names amongst the financial investing community in India. Thousands of investors like us have grown up following his footsteps.   Long known as true value investor, in past few years...

The importance of Yellen comments

Yellen's talk after the North American markets closed was revealing even though she added little to market's body of knowledge about the prospects for a June hike or the issues surrounding the balance sheet. That said she did nothing to dissuade...

It's been three months since SEBI cleared the decks for fund houses to invest in the upcoming real estate and infrastructure investment trusts, a long pending wish of the asset management sector. Yet, the mutual fund industry seems to be shrouded...

Nifty: Time to be cautious

The greed is overwhelming the fear sentiment. In past on most occasions, this scenario has resulted in massive market corrections and wealth erosion for household investors.   Given that the market character this time is very different...

Missiles, Jobs & Breakouts

In what was perhaps the least important US jobs report of the year (due to its lack of proximity from Fed meeting and importance relative to mounting geopolitical events), the reports were neutral to positive.  The 98K in payrolls in March...

   PORTFOLIO...

Seeking new horizons in Baheri!

We are not sure how many of our readers have heard about a city in Uttar Pradesh called Baheri!   Located in Bareilly district of Rohillkhand region of Uttar Pradesh, having a population of 1,75,000 the city ranks 500 amongst all Indian...

Continuing from where we left it last month, we would like to point out that many of the recent measures taken by the government have been analyzed as socio-political steps that could potentially have serious negative implications for the Indian...

Bank on Banking

[This original article was first published on Sept 7, 2016. We are publishing it again as NPAs are coming back into focus as March 2017 deadline looms]   In past three years, the Indian banking industry has witnessed a number of changes in...

Nifty: Indecision Prevails

Nifty has now struggled to make any decisive move for three consecutive weeks. As of this morning, speaking strictly in technical terms, there are little indications that Nifty may make a decisive move anytime this week.   Though, the top...

RBI's MPC has so far decided on interest rates on three occasions, and has managed to surprise markets each time. Given the unpredictability associated with the committee's views, financial markets have become all the more prone to volatility on...

Adjusting to new normal

It is almost five years since the markets started discussing about the "New Normal" in global economics. The jargon essentially means that we should get used to a lower level of economic growth for a longer period of time.   The recent...

Where INR is headed

A lot of people have expressed their surprise as well as concerns over sharp appreciation in INR value versus its global peers, especially USD, in past few months. Many have sought our views on the likely path for INR in near future. We want to...

Change in the market sentiment

The change of the seasons on Tuesday brought a sea change in markets as volatility shot higher and risk aversion ra​​mped up. The S&P 500 posted its worst day since Oct 1 on Tuesday in a 29-point fall. In FX, that meant...

Obvious is getting scary now

The pound fell Monday after reports that Theresa May has set March 29 as the day to trigger Article 50. Japan is back from holiday today but the Asia-Pacific calendar remains light.   As we wrote this morning, the net...

The road ahead - 4

Continuing from the last week, the point we are trying to make is that the Empowerment stage in Indian democracy is almost over. The prime minister, the leader of opposition in Lok Sabha, and at least 23 out of the present 31 state Chief...

G20 meeting rift, GBP record shorts

Headlines from the G20 meetings in Germany showed the new US administration beginning to assert itself and other leaders beginning to push back. The first French Presidential debate gets underway this evening. Sterling fell sharply...

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