March 8, 2020

This Article was originally published in The Global Analyst

On the day of the budget presentation on Feb 1st, I was asked by Khaleej Times (a UAE based newspaper) about my initial reaction and this is what I said:

“It is a budget high on speech time and low on deliv...

January 7, 2020

This Article was originally published in The Global Analyst

It is this usual time of the year when we have to play the role of “astrologers”.

The Indian stock market returned 12% (in 2019). While this is an impressive performance compared to 2018 when the index regi...

November 7, 2019

This Article was originally published in The Global Analyst

Among many mistakes investors make, not having an independent financial planner assist your investment planning can be the main one. There are many reasons why we don’t approach a financial planner to assi...

September 10, 2019

This Article was originally published in The Global Analyst

The idea of this article is not to speculate a name that is likely to fail next. That can at best be a speculation.

Corporate failures suck and financial corporate failures suck big time. Remember the case...

June 9, 2019

This Article was originally published in The Global Analyst

Indian stock market celebrated in style the Modi win. Benchmark indices are up nearly 7% (pre and post poll) while the index is up 9.3% for the year so far, far better than MSCI Emerging Market Index which is u...

May 7, 2019

This Article was originally published in The Global Analyst

How we manage our wealth is as important as how we manage our health with one difference though. When it comes to health management, we do not think twice about taking experts help. However, when it comes to ma...

March 6, 2019

This Article was originally published in The Global Analyst

While Nifty 50 (a good proxy for large cap) gained 3.2% in 2018, Nifty Midcap 100 was down 15% while Nifty Small cap 100 was down 29%. The poor run for mid and small cap continues well into 2019 where they are...

January 24, 2019

This article was originally published in Al Qabas.

Analyzing the historical trend of reforms in Kuwait, one can notice that financial services sector is the most regulated and therefore have experienced more reforms while sectors like healthcare and legal saw the least...

January 7, 2019

This Article was originally published in The Global Analyst

“2019 Outlook: Odds are in favor of equities”-Morgan Stanley

“Tightening of global financial conditions pose downside risks”- Credit Suisse

This is the time of the year that we ask this usual but tricky question....

November 11, 2018

This Article was originally published in The Global Analyst

“Investing in a NBFC is like playing European roulette. Investing in NBFC’s is like playing Snakes & Ladders. There is that super long snake in the penultimate cell who brings you back to zero” Saurabh Mukherje...