Tag Archives: Stock Market

Decoding the world’s love-hate relationship with China

Bond Yields

China plus one is one of the most popular themes amongst investors in India of late. It is based on the assumption that as the major economies diversify their supply chains away from China, India may become their preferred destination.

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Cyclical stocks: Kya ab inka time ayega?

Macro economic developments, management commentaries of leading companies and the on ground activity, such as companies announcing capex plans etc, hint at a probable upswing in the economic cycle.

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Should you say Goodbye 2020 with GoodKnight?

Godrej Consumer Product

The year 2020 will go down in history as the black year with a silver lining. A tiny little virus held the entire world to ransom! Fever caused fear like never before. Consequently, the demand for hand sanitizers (like that for risk assets) witnessed almost a vertical jump. In 2019, sanitizer penetration in India was merely 1%. It increased to

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Stock market tour: from trouble zone to bubble zone

Stock Market

The ongoing stock market rally is liquidity driven and may not last very long—have you heard this run-of-the-mill view lately? It’s imperative to see the quantum of money supply in the global financial system before jumping to any conclusion. Let’s not forget cash is the most liquid asset.

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Markets are affected by Virus: What should an investor do?

If you stop a running SIP, you are preventing yourself from taking advantage of rupee cost averaging.

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Are Indian Markets Disconnected from the Indian Economy?

Doesn’t it sound odd that when the unemployment data and GDP data are utterly distressful, India’s largest conglomerate (measured by market cap) surmounts the psychological mark of Rs 10 lakh crore in market cap?

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