How to play the market at all-time highs
It is that time when share prices are constantly scaling new peaks. If you are an experienced trader or an investor, you know. You have been there and done that.…
How to play India’s capex story
An economy thrives when there is spending across the board. In a consumption-led economy like India, you need private and public consumption to grow every year. That is expected to…
Why inflation continues to be a problem
Investing is all about connecting the dots. Your investments are driven by the trajectories of future interest rates and the inflation in the economy. The problem with the inflation outlook…
What does Chandrayaan 3 success mean to markets?
It is a place where no man or a machine has gone before. India's Chandrayaan 3 mission completed a landing on the South Pole of the moon. That means a…
Why India is ‘hot’ right now
A lot is going on for India. If you want to start investing or expand your investment portfolio, this is the time. If market pundits are to be believed, India…
How to make use of lead indicators
Investing today is all about future profits. In financial markets, lead indicators are crucial in determining their future direction. That is perhaps the reason stock markets reacted negatively to the…
How to look through credit ratings
FITCH, a global rating agency, triggered a sharp reaction in financial markets. It downgraded the sovereign credit rating of the United States of America. There was a ripple effect across…
How strong balance sheets help your portfolio
Corporate balance sheets are boring to read. Yet, they matter the most to your investment. If you are constructing a long-term portfolio, you must understand the importance of the strength…
Why India could attract more foreign investment
It is all in the macros. A decade ago, India faced problems with twin deficits: a high current account deficit and a high fiscal deficit. The present state of these…
Freebies and Bank write-offs
Political analysts seem to agree that the recent Karnataka State elections in May 2023 were won decisively based on the “four guarantees” by the winning party. These promise a monthly…