Why banks could drive stock markets
For an economy to be booming, you need big banks. America has JP Morgan Chase and Bank of America. China has state-owned banks that dwarf most emerging market banks by…
Midcaps stocks vs Large caps – how to seize opportunities.
If you want to build an aggressive portfolio, you must take risks. In the early days of your work life, that is possible. Even then, your investments need the proper…
How to play India’s e-economy boom
Zomato, a listed player in the food delivery space, saw its share price jump above the initial public offering or IPO price of Rs 76 on Tuesday for the first…
Sensex at 100,000 – How to play India
There is a lot of chatter, about 100,000. The S&P BSE Sensex is expected to top the psychologically important mark over the next few years. The debate is not about…
India’s growth story has headwinds
India’s economy grew at a faster-than-expected pace in the March 2023 quarter. The surprising upside resulted in analysts revisiting growth estimates for the next financial year ending in March 2024.…
What commodity markets tell us about recession
Commodity prices are an indicator of times to come. Over the past year, metals and energy prices have taken a knock. If you observe the recent trend, it is even…
Why America’s economy induces fear
We live in strange times. Markets that are supposed to give you fixed returns are witnessing unprecedented volatility. Short-term interest rates in America are way too higher than long-term interest…
Lull before the storm in financial markets
There is an uneasy calm prevailing in financial markets. Bond markets have been showing an inverted curve for some time now in the rich world. Short-term interest rates are higher…
Investing for multi-baggers among midcaps
Investing in midcap companies is a challenge. You want to pick quality stocks and hope that a few eventually turn into potential multi-baggers or large caps. Stories of people buying…
Risks to profits – Know your safe zones
America could go from a virtuous cycle to a vicious cycle, said Jamie Dimon, chairman and CEO of JP Morgan Chase, in his latest annual letter to shareholders. Higher fiscal…