JAN 2021

Ride the rally, but be aware of the bumps

2020, one of the worst years for humanity  during the last hundred years, turned out to be, paradoxically, one of the best...

Post-pandemic economic expansion: Not inevitable, but likely

Economic data and market signals indicate better than expected economic recovery. If the present momentum continues for the rest of the financial...

End of the road for Bank Nifty?

Equity Indices are the most traded derivatives in the world. Based on data from over 75 derivative exchanges across the globe,  equity...

Inflation targeting: Time to revisit?

It’s been four years since RBI adopted inflation targeting as its monetary policy strategy. The Monetary Policy Framework Agreement (MPFA) was signed...

DECEMBER 2020

Reforms can deliver higher growth post-Covid

The IMF projects the global economy to expand by 5.2 percent in 2021 after a massive contraction of 4.4 percent expected in...

Is options trading a percentage game?

2020 has made everyone a Technical Analyst It can be said that the year 2020 has made anyone with...

SIP or lump sum? The benefits of SIP and lump sum

Investments in mutual fund schemes can be done through two modes - through a one-time lump sum payment or in systematic instalments...

The outlook for 2021 is getting better

World economic view is getting better. GDP growth in 2021 is expected to rebound strongly; India’s GDP growth is expected to reach near...

SEPT 2020

Are the markets fairly valued?

Globally stock markets have bounced back sharply from the March lows. Nasdaq and S&P 500 are at...

Market is trading above fundamentals, but banks are good value buys

Quantitative Easing by central banks and fiscal measures by governments have injected huge amount of liquidity in...

Which asset has beaten inflation?

Global economy is passing through an unprecedented phase. In an uncertain economic scenario, there is a general...

Dummy’s guide to options

Options…What Options? It is a derivative… or never mind, let us spare ourselves the...

AUGUST 2020

Market climbs several walls of worries

Stable long-term asset allocation is the key to minimizing risk and maximizing returns from investments. It is...

Can India afford a trade war with China?

Globally, resentment against China is rising due to various geo-political and economic issues. The Covid-19 pandemic has...

Expect markets to consolidate in near term

We anticipate the market to be in a mild consolidation after the solid performance of the...

New retail investors chasing penny stocks is recipe for disaster

All bull runs end in a crash. Towards the last phase of the bull run, the market...