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BLAME EVERYTHING ON FED TAPERING 20 Aug 2013 | 08:49 pm

Over the last few weeks we have seen unprecedented volatility in most asset classes. It has become fashionable globally as well as in India to blame everything on ‘FED TAPERING FEARS’. It is most ridi...

DESTRUCTIVE DISINVESTMENT 6 Aug 2013 | 02:25 pm

Like most other policy actions of the government the entire process of disinvestment has now become one of destructive disinvestment. Initially when the entire disinvestment programme was launched in ...

THE BIG UNDERPERFORMANCE 1 Aug 2013 | 06:32 pm

Over the last few days I was thinking of what to write on. As such I thought that it might be apt to start the article from where I left off the last article. The most interesting thing that I found w...

Recent events and the Markets 9 Jul 2013 | 09:29 pm

Subsequent to the confirmation by the US Fed that Tapering of Asset Purchases is going to be a reality now we saw the markets sell of sharply. Even prior to the event I had written in my last article ...

DON’T BE AFRAID OF FED TAPERIING, WELCOME IT 18 Jun 2013 | 12:45 pm

Over the last few weeks equity markets world over, especially in the emerging markets have corrected sharply, mainly due to the bogey created around the Tapering of Asset Purchases by the US Federal R...

DON’T BE AFRAID OF FED TAPERIING, WELCOME IT 18 Jun 2013 | 12:15 pm

Over the last few weeks equity markets world over, especially in the emerging markets have corrected sharply, mainly due to the bogey created around the Tapering of Asset Purchases by the US Federal R...

DON’T BE AFRAID OF FED TAPERIING, WELCOME IT 18 Jun 2013 | 12:15 pm

Over the last few weeks equity markets world over, especially in the emerging markets have corrected sharply, mainly due to the bogey created around the Tapering of Asset Purchases by the US Federal R...

Does seasonality work in the stock markets 25 May 2013 | 09:41 pm

Historically I have never been a believer in stock market seasonality and would typically laugh off comments where people would recommend buying into particular months or selling into others. The most...

Does seasonality work in the stock markets 25 May 2013 | 09:11 pm

Historically I have never been a believer in stock market seasonality and would typically laugh off comments where people would recommend buying into particular months or selling into others. The most...

IS THE LONG TERM RALLY IN GLOBAL BONDS ACTUALLY OVER, MID MONTH UPDATE 15 May 2013 | 12:12 pm

The continued rally in the bonds of developed markets like US, Germany , UK etc has continued to intrigue most analysts over the last few years.  Some of the most prominent and well known bond inves...

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