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The Modi Premium

May 14, 2018

“The future is never clear; you pay a very high price in the market for a cheery consensus. Uncertainty is the friend of the buyer of long term values.” – Warren Buffett Why is the market shrugging off macro-economic concerns? That’s the title of an article in today’s Mint Markets section. We offer our take…

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The Nifty 50 and CNX 500 Ex-Nifty 50

Apr 30, 2018

“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price” – Warren Buffett Looking back at the past few months, North Korea’s sabre rattling has turned out to be noise, as expected. Trade war rhetoric is also looking to be largely noise, as expected. For…

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The Third Leg

Apr 16, 2018

All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out – Peter Lynch This week we share a host of data on the domestic economy and reassess the global and domestic risks facing investors to…

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The Fed Giveth

Apr 5, 2018

Before we get to the Monetary Policy, equities rallied strongly as investors gained comfort that the U.S. President, the new Fed Chairman, and their aides are likely to follow in the path of their predecessors, staying keenly focused on preserving the health of the U.S. economy – and by extension – the stock market, or…

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