Posted at 6:30 PM , on November 2, 2015
What spooked the markets this week…?
The Nifty began the week with a show of confidence almost touching the 8400 mark. But the overall weakness took over and the pressure on the markets was pretty obvious. What exactly created this pressure on the market and what does it hold for the future of the Nifty and the Sensex?
Posted at 7:45 PM , on August 10, 2015
India is becoming a very theme-specific investment story
For the last 7 years since the sub-prime crisis, the Indian market has been a macro play. The markets were driven more by global fund flows and news flows. How the US Fed set interest rates and managed liquidity became important. The crisis in Greece and therefore in Europe, became the staple diet for Indian market analysts. A lot of that could be quietly changing. Within sectors that are stretched, specific companies are making an effort to position themselves differently. And the results are showing in stock prices! But what are these specific themes? Continue reading