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INSIGHTS THAT MATTER

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A Study of Current Cycle Dynamics Vs. Prior Market Tops

Published Jun 11, 2018

“It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts” – Arthur Conan Doyle, Sherlock Holmes The Recent Market Sell-off Last week had many market participants shaking their heads in bewilderment on the nature of the sell-off. The index…

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Repo Rate Hiked to 6.25%, Though Policy Tone Maintained Neutral

Published Jun 6, 2018

The Reserve Bank of India today decided to hike the policy repo rate by +25 bps from 6% to 6.25% in a unanimous vote – the first hike since Jan-14. The MPC maintained its neutral stance on monetary policy and commitment to achieving a medium-term target for CPI of 4% ± 2%, while supporting growth….

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Change – In Macro and Equity Investments

Published May 28, 2018

“Whenever you find yourself on the side of the majority, it is time to pause and reflect.” – Mark Twain India’s Macro Situation Could Be Improving Soon When we stated last fortnight that macros can change quickly, we certainly did not imagine things would change in a week. But change, it appears, is afoot. Late…

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The Modi Premium

Published 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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