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Happy International Yoga Day
Uncategorized

Happy International Yoga Day

There are similarities between Yoga & Investing. There are four basic principles of Yoga: Yama & Niyama Asana Pranayama Pratyahara   Yama & Niayama: Yamas include Ahimsa (non-violence), Asteya (non-stealing),...
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Market Musings Week 33: 75th year and 55,000
Market Sense

Market Musings Week 33: 75th year and 55,000

Today is India's 75th Independence day and the stock market is also celebrating this.  The Sensex crossed 55,000 while the Nifty crossed 16500. FPIs who were selling in July have...
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Market Musings: Week 28 Zomato IPO adds to the frenzy
Market Sense

Market Musings: Week 28 Zomato IPO adds to the frenzy

The Markets are almost at all time highs again, even though they have remained flat over the past month.   Key metrics every one is looking at are Inflation and Industrial...
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Market Musings Week 24: Monsoons and lower COVID cases
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Market Musings Week 24: Monsoons and lower COVID cases

The Southwest monsoon has begun in Mumbai and this should bring relief from the hot summer. The COVID cases count is also reducing with the 7 day average just above...
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Market Musings Week 21: All time Highs
Market Sense

Market Musings Week 21: All time Highs

Equity benchmark Nifty50 stormed to lifetime highs at 15469 on Friday, encouraged by the rapidly ebbing second wave. Fresh infections, although still high, have come down quite a bit.  Fresh...
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Market Musings Week 20: Crypto Crash
Market Sense

Market Musings Week 20: Crypto Crash

On 22 May 2010, a software developer Laszlo Hanyecz agreed to pay 10,000 Bitcoins for two pizzas. He used 10,000 bitcoins to purchase roughly $41 dollars back in 2010, and is widely...
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Market Musings Week 17: When will things improve?
Market Sense

Market Musings Week 17: When will things improve?

By now, most of us have seen the deadly second wave of the virus afflict our friends and relatives and many have spent nerve-wracking hours trying to arrange hospital beds...
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Market Musings Week 15: 2nd Phase of Covid
Market Sense

Market Musings Week 15: 2nd Phase of Covid

During the week, Nifty50 dragged to a new monthly low and the trend of the market got narrower with a negative bias in the last 2 months. Nifty was flat,...
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Market Musings Week 13 – New Financial Year
Uncategorized

Market Musings Week 13 – New Financial Year

The S&P 500 climbed to a new high this week, while the Chicago VIX fell back to where it was before the pandemic. The Sensex again scaled 50K mark in...
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Market Musings Week 12 – What a year it has been!!
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Market Musings Week 12 – What a year it has been!!

We complete a year since a low was hit on March 23 2020 and what a spectacular ride it has been since then!! Indian stock market investors have gained Rs...
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Market Musings Week 6 – Growth Focus
Market Sense

Market Musings Week 6 – Growth Focus

Indian markets ended in the green for a second consecutive week though there were visible signs of profit booking. The midcap and small-caps ended higher than Nifty, which is good...
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Market Musings Week 5: Zooming
Market Sense

Market Musings Week 5: Zooming

Everything can change in a week especially when the government decides to make the Budget count. The Indian markets - BSE Sensex zoomed past 50,000 convincingly as it rose 9.6%...
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The Right Budget
Macroeconomics

The Right Budget

So how did the Budget of a 100 years stackup?
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Market Musings Week 4: Budget and GameStop
Market Sense

Market Musings Week 4: Budget and GameStop

Market corrections and GameStop kept the markets busy this past week. Next week market attention will be on Budgets!
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Market Musings Week 3 2021: Sensex Crosses 50000
Market Sense

Market Musings Week 3 2021: Sensex Crosses 50000

BSE Sensex crossed 50K for the first time in history. What should investors do?
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Market Musings: Week 2-2021
Market Sense

Market Musings: Week 2-2021

India's vaccination exercise is underway. The healthcare and frontline workers will get their first doses beginning this week. This should spur an improvement in the health of both individuals and...
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Market Musings – Week 1 2021
Market Sense

Market Musings – Week 1 2021

What a start to the first week in the Markets? Nifty continued to go up -scaling 14300 (up 3% YTD), going from one all time high to a fresh one....
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What do we expect from 2021?
Market Sense

What do we expect from 2021?

After 2020, it is even foolhardy to attempt answering this question but still there are some wishes and some expectations. First what are our expectations? We expect the conversations to...
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Did you remain invested?
Market Sense

Did you remain invested?

It was in my business school classroom, way back in the year 2000 that the idea of DJIA 30K was first discussed. The Dow Jones was just higher than 10K...
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Election Fever
Market Sense

Election Fever

If you have less than a week for elections to the world's largest economy, surely there is bound to be a lot of noise....as they say, volatility is par for...
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