Management commentaries and what I make of them
Management quality should be at the top of any investment strategy. What they say and how they react is what really matters !
Markets
Samvat 2076 begins: 10 pointers to success in the stock markets
Based on my learnings over the years, a ready reference list of 10 key points that I have drawn for myself…
Indian economic slowdown – a reality but recovery may not be far
Demonetisation, GST, RBI, IMF, millennials, phones, cars, politics, movies, restaurants…
Corporate tax cuts – sets it up nicely between the bulls and the bears
First rains after a long drought…. bulls on a rampage….. bears struggling to find a cover…. atleast for now !
Average Down or Average Up – Which investing strategy makes sense?
The two most confusing, misunderstood and under taught concepts in stock market investing.
Is it time to buy the Indian midcaps – Update September 11, 2019
My 3rd note in the series. Has the midcap index bottomed?
Public Sector Banks Merger – Key points to note
Most discussed topic over the last few days – my takeaways as a stock market participant..
FM responds, market reacts – where are we now?
FPI surcharge is reversed…… Economic revival is kickstarted…… Is everything under control and back on track?
3 action points to overcome obstacles and achieve success in stock markets
Stock market is all about being conscious and focused. So let’s try to cut through the noise…..