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Analyzing the Case for Mid & Small Caps

Published Aug 6, 2018

Investors face two key issues today. One, with large caps delivering well, does one need to bother with mid caps and small caps? Two, with markets running up to new all time highs, is this a good time to invest? Is Owning Mid and Small Caps Worth the Risk? Following a period of unique mayhem…

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Monetary Policy Update

Published Aug 1, 2018

Repo Rate Hiked to 6.5%, Policy Tone Maintained Neutral The Reserve Bank of India today decided to hike the policy repo rate by +25 bps from 6.25% to 6.5% in a 5:1 vote in what was the RBI’s first 3-day MPC (vs. prior 2-days). The MPC maintained its neutral stance on monetary policy and commitment…

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THE MOST DIFFICULT CHOICE

Published Jul 23, 2018

Investing isn’t easy. Invest in equities, and you will lose money when the market goes down. Don’t invest in equities, and watch from the sidelines as your friends get infuriatingly rich. Try to time the market, and do it well, and you can add value. Try to time the market and don’t do it well,…

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What’s Leading to the Surprising Uptick in Growth | Quarterly PMS Performance

Published Jul 9, 2018

“Buy when most people, including experts, are pessimistic, and sell when they are actively optimistic” – Ben Graham Equities What’s Leading to the Surprising Uptick in Domestic Growth While investors have been focusing on a slew of worries ranging from a U.S. China trade war, central banks withdrawing liquidity, FI outflows, a flattening yield curve…

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