1st Jan is widely celebrated as “New Year” globally. Scientifically speaking, this is just another point in ad infinitum; and no different from the millions of other similar points in the …
Category: Investment Strategy
Investing at this point needs more holistic view
Once upon a time, there lived six blind men in a village. One day the villagers told them, “Hey, there is an elephant in the village today.” They had no idea what an elephant is. They decided, “Even …
Macroeconomic environment – Neutral for CY23
Our outlook for the likely macroeconomic environment in 2023 is as follows: (a) Inflation: The consumer inflation may average well within RBI tolerance bound of 4% to 6%, with occasional violations on …
Formualting investment strategy as we head into a volatile CY23
Given the high volatility expected heading into CY23, the investors are faced with high uncertainty in formulating an appropriate investment strategy. After evaluating the entire situation, we feel the following …
Indian financials to achieve global size & economies of scale
As we have been writing through CY22, the Indian financial sector seems to be out of troubled waters. Almost all significant banks are beyond solvency concerns and set to progress …
Lack of commitment is part of investment strategy
Once upon a time during Pre-covid era, we used to have literature festivals. During one of such events in early 2020, I met a best-selling author who has just published his new …