Are we facing a Recession – 2019?

Are we facing a Recession - 2019

Recession – The Dreaded R word. Various Dictionaries Describe recession as a period of temporary economic decline during which trade and industrial activity are reduced, generally identified by a fall in GDP in two successive quarters. Since the Industrial Revolution the long-term macroeconomic trend in most countries has been economic growth. However, with this long-term growth […]

Will the Sensex Double under NAMO 2.0 ?

Will the Sensex Double under NAMO 2.0

Phir ek baar Modi Sarkar ! The Sensex welcomed the Election mandate and has hit 40,000 in a bout of euphoria – the highest it’s ever been.Politics and economics have a very symbiotic relationship and go hand in hand. Political stability plays a crucial role for a flourishing business environment. With the Modi government returning to power […]

Sensex @ 40000 and beyond..

Sensex @ 40000 and beyond

The BSE Sensex, The benchmark index, made new highs on the 2019 results day and scaled the hallowed 40000 Mark, achieving a growth of 400 times in 40 years. The 30-share Bombay Stock Exchange sensitive index (BSE Sensex) has forever been the barometer of India’s growth since inception in 1979. When someone says ‘Sensex’, it […]

Economic Agenda for the Next Government

Economic Agenda for the Next Government

Today, I too voted, exercising my constitutional and fundamental right to pick a party and a candidate of my choice.  My list of priorities apart from economic and social development is to choose a candidate and party who can uphold our constitutional rights of equality, secularism and liberty in letter and spirit and also ensure […]

Chronological Lottery

Chronological Lottery

The history of mankind might have been very boring if it was not for great men and women seizing the opportunities that changed their lives. Whether it is Napoleon Bonaparte, Thomas Edison, Jamshedji Tata, Walt Disney, Mother Teresa, Steve Jobs or Sachin Tendulkar, who took the opportunity and persisted with their dream.  It’s not just […]

Elections 2019 & beyond….

Elections 2019 & beyond

The outcome of the general election has for long been touted as a key trigger for markets in the first half of 2019. Unlike 2014, most strategists and psephologists are still not willing to call the elections yet, though most seem increasingly confident of NDA return to power albeit with a reduced majority. The market […]

Market Forecast….Kaisi Lagti hai market?

Kaisi Lagti hai market? The most asked question wherever we go and whenever we meet clients, Probably the most asked Question in connection with the Indian Stock Market, but does it even matter? Most Investors Spend 90% of their time thinking the next 5 – 10% Index Move,  while wealth is created only by investing for […]

Wars, Terror and the Stock Markets ?

Wars, Terror and the Stock Markets ?

There is an old stock market proverb, which advises “buying to the roar of cannons and selling to the sound of trumpets.”  Nathan Rothschilds old Maxim also states, “that the best time to buy stocks is when blood runs in the streets.”  The stock market reaction during recent incidents like Kargil conflict also prove the […]

Elections and the Stock Market

Elections and the Stock Market

Are you worried about the impact of the General Elections on your Portfolio? As the country moves into the Election mode and gets ready for the General Elections in May 2019, there will be a lot of noise in the media. The ruling party will make tall claims of their achievements whereas the opposition will […]

Stock Market Outlook and Trends – 2019

Stock Market Outlook and Trends - 2019

As we approach the end of the year and the dawn of the New Year, the number crunching starts.  Specifically, as the calendar year ends, we download raw data  and try to decipher trends and patterns in the data.  2018 was a year, which taught us some great overdue lessons.  We learnt that small & mid caps […]