market-commentary

MARKET COMMENTARY

Scroll Down

The Bull Market in Fear

Jun 27, 2017

12:31 pm

“The idea that the future is unpredictable is undermined every day with the ease with which the past is explained” – Daniel Kahneman, Thinking Fast and Slow While scepticism reigns on the prognosis of the equity bull market, there’s no doubt about the level of fear. Welcome to the bull market in fear. We’d postulate…

Read More

High Valuations in Equities… Sustainable?

Jun 12, 2017

9:58 am

“More money has been lost because of four words than at the point of a gun. Those words are ‘This time is different.” – Carmen Reinhart, Eight Centuries of Financial Folly This month we focus on some of the key drivers contributing to high valuations to assess the sustainability of the current investment environment. We…

Read More

Repo rate unchanged at 6.25%, RBI Policy Remains Neutral

Jun 7, 2017

1:39 pm

The Reserve Bank of India today decided to keep the policy repo rate unchanged at 6.25% in a 5-to-1 vote. Dr. Ravindra H. Dholakia was not in favour, marking the first policy meet under the Monetary Policy Committee (MPC) regime initiated in Oct-16 where the policy vote was not unanimous. The MPC maintained its neutral…

Read More

Fear Factor

May 29, 2017

1:32 pm

While it is to be admitted that a man may for a time make money by chance on Wall Street, I assert that the tenure of men who depend solely on luck is only for a season… And the ones who depend solely on Luck to pull them through are the Lambs; and it is…

Read More
Top