In hindsight, we all got off cheap in the past 12 months. The markets are down about a percent in rupee terms and about 5% in dollar terms. Looking at the carnage in most emerging markets (Russia, Brazil, Indonesia, China), India has still held up ok. Which is precisely what I had written in my piece last year in this magazine, that we would be fine, relatively. But weren’t we supposed to be doing better than just a 1%-down year? Weren’t we supposed to be at the cusp of a new dawn, with a brand new leadership?
My Best Pick 2016
"2016 will be a year to be conservative and risk-averse"
Shankar Sharma of First Global talks about why he believes 2016 is a year to be extra-conservative
Summer wine and salad
Kishore Singh - January 19, 2015
A double topping for growth
Meghna Maiti - January 15, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Scriptures for success
Kripa Mahalingam - January 27, 2015
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021