July 14, 2020

This Article was originally published in The Global Analyst

Many of us would have been falsely numbed to think that Global Financial Crisis in 2008/2009 was a lifetime experience that could not have been paralleled so easily. It took only a decade to jolt us from t...

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...

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...

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...

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India Equity Strategy should be COVID-19 Resistant

July 14, 2020

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