As expected the markets have held on well and have continued to climb the wall of worry as is the case in bull markets. Most investors are still unconvinced and the biggest concern is valuations although everyone is confident of the growth trajectory of India. The IMF over the weekend upped the forecast growth for […]
Read MoreI find the hypothesis difficult to digest that all markets will remain coupled for all times to come. I have always maintained that decoupling plays out over a longer time frame and in the short run due to the linkages of the financial markets the movement of asset classes across countries tend to be linked […]
Read MoreWriting after a long time now mainly because I was unwell for some time and then went out for a holiday to Hong Kong and China. I think markets behaved just fine when I was out and helped me have a stress free holiday. As I had written in an article around a month back […]
Read MoreThe recent episodes of wage inflation in China are very interesting in the perspective of the fact that China is today the factory of the world and the control of inflation in most parts of the Western world over the last decade or more has been fuelled by cheap outsourcing out of China and the […]
Read MoreThe talk of an increase in retail fuel prices has gained ground over the last few days and todays EGOM meeting is likely to affect the changes. Although the increase in fuel prices is taken as a reformist measure I believe that the increase in fuel prices at this point of time is a bad […]
Read MoreOver the last few days this has been the question which I have been asked the most and a vast majority of market participants seem to believe that there is no trigger for the markets to move up from where they are today. I believe that the triggers for a market upmove are far greater […]
Read MoreOver the last few days as the markets have corrected by over 10% in most parts of the world the question that is coming in everyone’s mind is about the likely extent of the current correction and the shape it will take. Frankly I missed out on the current correction as my outlook was to […]
Read MoreWithout going into the merits of the Standard Chartered Bank IDR issue as far as fundementals are concerned I would like to point out two risks of investing into the issue which investors should be aware of. Risk 1- This is the bigger of the two risks where essentially investors who are putting money into […]
Read MoreI would like to start this article with an example of one of the investors and his experience in the year 2004. That was the time in May 2004 when the markets panicked post the election results of that year and markets collapsed in the short run. Sometime in 2003 I had bought into a […]
Read MoreOver the last few days as the newsflow on Greece has dominated the markets and concerns on China have grown with the fall in the Chinese markets a number of investors have become jittery and are getting concerned about the future direction of the markets. We have seen the broader market starting to underperform the […]
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