Category Archives: Business Services

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2026: WHAT THE YEAR HOLDS FOR US

2025 Played out pretty much as I had thought it would. Flatish for the equity markets across the capitalisation band except small caps and an unexpected rally in precious metals. But was there a silver lining? You bet!! Inspite of a lot of money going out of the markets via the foreigner investors r...
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The shame of the Rupee.

What is the one economic thingy that everyone talks about, apart from the budget. THE CURRENCY. And why is it so? Because it affects everyone and everything. The young bride’s parents who need to buy jewelry. The student in the fancy foreign college who needs to pay his fees. In a global currency!...
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Sensex at 1,00,000:: Are we going into a sweet spot for investing?

Even as I pen my thoughts on the direction of the markets in the coming days after a year of flat performance, I see the markets are down sharply with the BSE SENSEX down by about 600 points and the NIFTY 50 by some 150. Essentially 83,500 in the level we are at currently. So […]...
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TIME CORRECTION:: The surprise element that erodes value.

The brain cells tick a little slowly during the Durga Pujo time and for me it certainly does tick a lot slowly than others. Blame it on the atmosphere or the passage of time. But this morning I went through a podcast that made me think. Mr. Aashish Somaiya the MD of Whiteoak Capital Asset […]...
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When responsibility exceeds duty, magic happens.

What can ₹2,000 really do for assuring the future newborn girl in a poor family? At first glance, not much. But in Bihar, that modest sum is being transformed into a tool of empowerment through one of the finest synergies between the state, a fund house and a deprived beneficiary – the Mukhi...
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Should we be invested in Small Caps and Midcaps?????

There is a fair amount of “garam hawa” blowing on how the small cap segment specifically and maybe the mid cap segment too could be under “extra stress” and maybe in the next decade or so there is no upside possible. This has led to a clamour amongst investors that exposures in these two cat...
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Madam Finance Minister……

Madam, congratulations on becoming the Finance Minister with the continuous maximum number of Budgets presented in the Parliament in India. I am sure the record will hold for a long, long time. During your tenure madam, there has been a number of pain points that you have had to deal with. Political...
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The Rupee Dilemma

Date first published: July 28, 2018 We have all heard stories about how, before Independence, the Maharajas used to live the good life abroad and wondered how they could do so when logic says everything foreign was so expensive. Instances of one such Maharajah, who bought a Rolls Royce or maybe a fe...
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The Current Account Deficit. Is it important any more for us?

We all keep on hearing of the Current Account Deficit close to budget time and then sometimes when we switch on the business channel. Most of us know what it is – a measurement of a country’s trade where the value of the goods and services it imports exceeds the value of the products it export...
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