Is it time to buy the Indian midcaps – Update August 6, 2019
Since my 1st note on the subject in June 2019, midcap index has further corrected by 14%. Does it make sense now?
Markets
Confused about which Indian sector to invest into? Here are the key facts to help you choose
Car sales down, consumers muted, banks struggling, public spending increasing, IT and pharma facing global headwinds. Choice gets more confusing than ever !
Expectations from Budget 2019 – a common man’s perspective !
GDP growth revival is being seen as an important objective of this budget. The path to recovery might be ‘different but simpler’ than most believe.
Is it time to buy Indian midcaps?
From the highs in January 2018, Nifty midcap index corrected ~ 27% by October 2018 and since then has recovered 1/3rd of the losses till date. Can we buy?
Indian Elections 2019 – Impact on Stock Markets
The post tries to decipher the past market reactions around similar periods, which one can keep in mind while deciding the current strategy.