Capital Goods is a deeply cyclical sector. If identified timely, capital goods companies have a potential to generate outsized multi-decadal returns. For instance, the BSE Capital Goods Index appreciated by...
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Selecting/Exiting stocks based on election assumptions? Just a one-word answer – “Don’t”. Benjamin Graham, the father of value investing, famously noted that “In the short run, the market is a...
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FOMO (Fear Of Missing Out) has modestly crept back into the market narrative. The irony is that sidelined cash may keep a relative floor on how far markets correct. Do...
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2024 started with a bang, as all major market indices – Nifty, Nifty Midcap and Nifty Small cap – surged to new highs. With increasing retail investor participation, risk appetites...
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As everyone looks forward to 2024, the street is trying to predict the new theme which will catch the eye. In 2020, it was the pandemic. In 2021 supply chain...
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Despite the global wall of worry over the last two years, the Indian equity markets stood resilient, outperforming many of its emerging market peers. Consequently, Indian markets witnessed a great...
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It is worthwhile to consider a Halloween landmark for markets as the world cleans up from this year's night of extravagant costumes and way too much candy. Halloween 2007 marked...
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Markets are noisy. Together, US federal government shutdown fears, Fed hawkishness, and lingering inflation have led to increasing fear in the minds of investors. In India too, many have been...
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To say the past few months have been a whirlwind for markets doesn’t begin to describe it. Ever since commodities’ November sell-off, commodities have been caught in a tug of...
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Times are tricky. Some tend to find solace in the Nifty50’s ~7% year to date rally, while others see the recent spike as a sign to become cautious. The global...
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