After being extremely bullish right through the phase prior to the start of 2014 and more specifically after Raghuram Rajan took over as RBI Governor I turned cautious on the markets in September/October when the markets were around 8000 levels. Infact I still remember being in a TV interview the day markets hit a peak […]
Read MoreWe have, in general heard of a large number of successful investors who have made lot of money by investing right over long periods of time. However we rarely hear of very successful traders. Some of the successful ones have done very well but that has been out of discipline and taking positions that […]
Read MoreAs we come to the end of an amazing year for India to forecast what lies ahead this year is more difficult than it was for the year 2014. The longer term picture is very much intact as I had put in my presentation a few weeks back. However the year 2015 is somewhat difficult […]
Read MoreECONOMIC ACCELERATION & DECELERATION IMPACT IS LONG TERM As chickens are coming home to roost in the Junk Bond Markets in the US the threat of a contagion impact across asset classes is now increasing. The fall in crude oil prices was welcomed as a positive development as till now it has created a massive […]
Read MoreIn the first part of the article I had illustrated the issues facing the Indian Economy. Now I come to solutions that are critical both for the short run as well as the long run. Growth and only growth is the fix to India’s Fiscal Deficit problem in the long run. Now besides creating an […]
Read MoreWHAT AILS THE INDIAN ECONOMY (PART 1) The Indian Economy has gone through one of the toughest periods since the beginning of the Millennium over the last three years. With the ushering in of the new government there has been a rejuvenation of hope which is reflected in Consumer and Corporate confidence. However this has […]
Read MoreTHE MIRAGE OF LOW INFLATION Even as reported CPI and WPI figures are coming down and the reported inflation is collapsing the key thing to analyze is whether you and me are actually feeling the impact of low inflation or is this just a mirage reflected in reported figures and the actual picture is something […]
Read MoreI am presenting my long term market outlook via this presentation. The long term bull story for India is very strong although markets might run ahead of themselves in the short run. The Indian Economy is likely to see a Structural Transformation which will create huge wealth for Long Term Investors. Attaching the presentation as […]
Read MoreWith the significant fall in commodity prices over the last 2-3 months and its resultant impact on both CPI and WPI expectations have grown that RBI will cut policy rates in the December policy. These expectations have also grown with the dismal growth numbers coming out of the Indian economy where growth seems to be […]
Read MoreI turned sceptical on the markets around 6-8 weeks back as the USD rally started in a big way and it became apparent that the Global Growth scenario wasn’t looking as good as it seemed in the middle of the year. Since then most global markets have corrected by 10-15% from the top. The US […]
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