Archive for Tag: Raghuram Rajan

Lower inflation will cap income from debt investments

India’s developments have become visible in all areas of economic activity. For a very long time, I remember in my school days, teachers used to say that, inflation in our country is high which posses a big challenge to save money. Slowly this challenge is becoming a myth, we...

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Above 3% gain in June 2016.

For the month of June 2016, our markets took a breather from its rally. We had pressures from 2 events which were surprising, Raghuram Rajan exit and BREXIT. While both were shocking, none had any broad based impact on the markets. In BREXIT became an advantage to our markets....

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Stock markets ready for its next euphoric rally

Expectations….expectations. Expectations, towards the end of a Government term which did not have the confidence to decide on any plans that will allow the economy to grow. Expectation on the team that was coming to power, which was aggressive. Expectation on Narendra Modi, who was presumed to be a...

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After Ghostly October its December pain now…..

October was perceived to be a weak month for the markets based on past records, while it went on to be a fairly good month. Whereas November took a marginal hit & now comes the December pain. In the last 5 years, 2 years in December was negative. So,...

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6 out of 11 top earners in our portfolio

The second quarter results are likely to be subdued and will impact the markets in the coming weeks as results get announced. The list published in ET on 9th October 2015 shows some companies that have the potential to outperform the current quarter on the growth front. Among the...

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Will `October Effect’ Play Out Again on D-St?

When there is fear in the mind, everything you look around gives a bigger challenge. The comment Mark Twain had given here shows that very clearly. After weakness in the market since August, post China Crisis and Volkswagen Scandal, now media is searching all possible fear thoughts to intensify...

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